Money Purchase · DOL Form 5500 · 2022
Samaritan Health Services Money Purchase Plan
Data updated 2026-08-06
- $245M
- Total assets
- 5,816
- Participants
- 96th
- Percentile by assets
- $42,050
- Avg per participant
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.
- 96th percentile by assets (of 139,258 plans)
- #19,424 in Healthcare & Social Assistance (20,087 peers)
Coverage in Oregon
Samaritan Health Services Retirement Plan covers 5,816 participants in Oregon, 13x the typical Oregon plan (state average ~440 per filing). Assets: $245M.
- $245M
- total plan assets (2022 EOY)
- 5,816
- covered participants
- 96th
- percentile by assets (of 139,258 plans)
- $42,050
- avg assets per participant
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.
Participants vs Oregon filers
In Oregon, the average filing covers about 440 participants across 1,627 plans. Samaritan Health Services Retirement Plan reports 5,816 participants - 13x that state average ($245M EOY assets).
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)
| 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.
Samaritan Health Services Retirement Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
- 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 $11.6T held by all Form 5500 filers in the national rollup , and 0.006% of 89,805,449 covered participants) - about $42,050 per participant (31% 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)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Samaritan Health Services Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Samaritan Health Services Retirement Plan assets move in 2022? ▼
How have Samaritan Health Services plan assets changed over time? ▼
Where does Samaritan Health Services Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Samaritan Health Services Retirement Plan? ▼
Next read for Samaritan Health Services Retirement Pla…
Filing takeaways
Ways to act on Samaritan Health Services Retirement Plan's numbers.
- By total assets, Samaritan Health Services Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Oregon. Compare plans
- Samaritan Health Services's sponsor-wide assets have grown 35.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans