Other · DOL Form 5500 · 2022
Samaritan Health Services Retirement Plan
Data updated 2026-08-25
- $510M
- Total assets Above avg plan size
- 6,068
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $84,078
- Avg per participant Below avg balance/head
Official DOL plan name: Samaritan Health Services Tax Sheltered Annuity Pl · Sponsored by Samaritan Health Services · Oregon · Healthcare & Social Assistance
$510M in assets, 6,068 participants
Samaritan Health Services's Samaritan Health Services Tax Sheltered Annuity Pl reported $510M in total assets and 6,068 participants in its 2022 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #19,679 in Healthcare & Social Assistance (20,060 peers)
Coverage in Oregon
Samaritan Health Services Tax Sheltered Annuity Pl covers 6,068 participants in Oregon, 14x the typical Oregon plan (state average ~443 per filing). Assets: $510M.
- #19,679
- in Healthcare & Social Assistance (20,060 peers)
- -18.3%
- assets change YoY
- 5.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $115M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Samaritan Health Services Tax Sheltered Annuity Pl's outsized position by total assets
Samaritan Health Services Tax Sheltered Annuity Pl vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$510,188,060 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Samaritan Health Services Tax Sheltered Annuity Pl's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samaritan Health Services Tax Sheltered Annuity Pl lands in the large band (6,068 participants).
Published 5500 schedule card
Filing strip 930951989 · Samaritan Health Services PY 2022 · Other
Samaritan Health Services Tax Sheltered Annuity Pl · $510M · 6,068 · 98th
- BOOK $510M
- VS-ST 6,068
- BOY 98th
- SCH Other
- EBSA near Scripps Health 403(b) Plan
- PART ind #19679
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Oregon →
Samaritan Health Services Tax Sheltered Annuity Pl in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $625M |
|---|---|
| Net Assets (End of Year) | $510M |
| Net Income | -$115M |
| Employer EIN | 930951989 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samaritan Health Services)
Sponsor-wide plan assets over time
All Samaritan Health Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 35.65409513918445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,884 | $755M |
| 2023 | 2 | 11,623 | $903M |
| 2024 | 2 | 11,771 | $1.0B |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $1.4B · 13,568
- Asante 403b Plan $563M · 5,704
- St. Charles Health System Retirement Plan $519M · 4,485
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $280M · 774
- University of Portland Defined Contribution and Tax Deferred Annuity $223M · 830
Scale composition for Samaritan Health Services Tax Sheltered Annuity Pl
Samaritan Health Services Tax Sheltered Annuity Pl reports $510M in end-of-year assets across 6,068 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $84,078 per participant (61% of the national average assets-per-participant) . Net income for plan year 2022 was -$115M.
This plan identity (EIN 930951989, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $510M to $703M (+37.8%) while covered participants moved from 6,068 to 6,429 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,068 | $510M | This page |
| 2023 | 6,234 | $615M | Open filing |
| 2024 · index core | 6,429 | $703M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Samaritan Health Services Tax Sheltered Annuity Pl (Other, $703M, 6,429 participants)
- Samaritan Health Services Retirement Plan (Money Purchase, $321M, 5,342 participants)
Samaritan Health Services Tax Sheltered Annuity Pl's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Scripps Health 403(b) Plan in CA ($511M); by covered participants it is Midmichigan Health 403b Savings Plan in MI (6,091 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($510M here).
- Scripps Health 403(b) Plan (CA) $511M · 16,497
- Pepperdine University Retirement Plan (CA) $509M · 1,845
- Devereux Defined Contribution Retirement Plan (PA) $512M · 12,673
- Illinois Institute of Technology Tax Deferred Annuity Plan (IL) $506M · 1,049
Similar participant headcount
Nearest other-state filings by covered participants (6,068 participants); asset peers above are excluded.
- Midmichigan Health 403b Savings Plan (MI) 6,091 · 23 off
- The Medical College of Wisconsin, Inc. Retirement Plan (WI) 6,020 · 48 off
- Valley Health System Employee Contributory 403(b) Plan (VA) 5,998 · 70 off
- Mers/Missouri Goodwill 403b Plan (MO) 5,992 · 76 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.