Money Purchase · DOL Form 5500 · 2022
Samaritan Health Services Money Purchase Plan
Data updated 2026-08-25
- $245M
- Total assets Near avg plan size
- 5,816
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $42,050
- Avg per participant Low balance/head
Official DOL plan name: Samaritan Health Services Retirement Plan · Sponsored by Samaritan Health Services · Oregon · Healthcare & Social Assistance
$245M in assets, 5,816 participants
Samaritan Health Services's Samaritan Health Services Retirement Plan reported $245M in total assets and 5,816 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #19,398 in Healthcare & Social Assistance (20,060 peers)
Coverage in Oregon
Samaritan Health Services Retirement Plan covers 5,816 participants in Oregon, 13x the typical Oregon plan (state average ~443 per filing). Assets: $245M.
- #19,398
- in Healthcare & Social Assistance (20,060 peers)
- -17.7%
- assets change YoY
- 2.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $53M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Samaritan Health Services Retirement Plan's outsized position by total assets
Samaritan Health Services Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$244,562,282 Top 4% higher than 96% 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 Retirement Plan'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 Retirement Plan lands in the large band (5,816 participants).
DOL schedule card
Filing strip 930951989 · Samaritan Health Services PY 2022 · Money Purchase
Samaritan Health Services Retirement Plan · $245M · 5,816 · 96th
- PHOTO $245M
- PHOTO 5,816
- PHOTO 96th
- PHOTO Money Purchase
- PHOTO near Ufcw No. California Food Employers Joint Individual Account Plan
- PHOTO ind #19398
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 Retirement Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $297M |
|---|---|
| Net Assets (End of Year) | $245M |
| Net Income | -$53M |
| Employer EIN | 930951989 |
| Plan Effective Date | 2001-01-01 |
| 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 Money Purchase Plans in Oregon
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- International Brotherhood of Electrical Workers District No.9 Pension Plan $1.9B · 27,536
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect $813M · 1,488
- Cascade Pension Plan $331M · 2,092
- Local Union 598 Supplemental Pension Plan $113M · 602
- Osu Foundation Money Purchase Plan $36M · 135
Scale composition for Samaritan Health Services Retirement Plan
Samaritan Health Services Retirement Plan reports $245M in end-of-year assets across 5,816 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $42,050 per participant (30% of the national average assets-per-participant) . Net income for plan year 2022 was -$53M.
This plan identity (EIN 930951989, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $245M to $321M (+31.1%) while covered participants moved from 5,816 to 5,342 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,816 | $245M | This page |
| 2023 | 5,389 | $289M | Open filing |
| 2024 · index core | 5,342 | $321M | 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 Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Oregon, the nearest Money Purchase by assets is Ufcw No. California Food Employers Joint Individual Account Plan in CA ($246M); by covered participants it is Southern New Hampshire University Retirement Plan and Trust in NH (5,881 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($245M here).
- Ufcw No. California Food Employers Joint Individual Account Plan (CA) $246M · 11,684
- National Hockey League Players Pension Plan () $243M · 17
- Stationary Engineers Local 39 Annuity Trust Fund (CA) $249M · 6,023
- Local Union 400 IBEW Joint Annuity Plan (NJ) $250M · 677
Similar participant headcount
Nearest other-state filings by covered participants (5,816 participants); asset peers above are excluded.
- Southern New Hampshire University Retirement Plan and Trust (NH) 5,881 · 65 off
- Local 804 Annuity Fund (NY) 5,730 · 86 off
- Telephone and Data Systems, Inc. Pension Plan (WI) 5,694 · 122 off
- Florida Ubc Supplemental Pension Plan (TN) 5,942 · 126 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.