Defined Benefit (Pension) · DOL Form 5500 · 2022

Tuality Healthcare Pension Plan

Data updated 2026-08-11

$71M
Total assets
263
Participants
91st
Percentile by assets
$269,181
Avg per participant
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Official DOL plan name: Tuality Healthcare Retirement Plan · Sponsored by Tuality Healthcare · Oregon · Healthcare & Social Assistance

$71M in assets, 263 participants

Tuality Healthcare's Tuality Healthcare Retirement Plan reported $71M in total assets and 263 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 139,126 plans)
  • #18,453 in Healthcare & Social Assistance (20,060 peers)

Where Tuality Healthcare Retirement Plan sits by assets

Tuality Healthcare Retirement Plan sits in the top 10% of all filed plans by assets, $71M for 263 participants (~$269,181/participant), down 18.6% in 2022.

$71M
total plan assets (2022 EOY)
263
covered participants
91st
percentile by assets (of 139,126 plans)
$269,181
avg assets per participant

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Tuality Healthcare Retirement Plan sits by total assets

Tuality Healthcare Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$70,794,665 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
Oregon
Industry
Healthcare & Social Assistance

Tuality Healthcare Retirement Plan vs the 2022 asset distribution

By assets, Tuality Healthcare Retirement Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$71M
Net Income-$16M
Employer EIN930430029
Plan Effective Date1967-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tuality Healthcare)

$160M$180M$200M$220M 202220232024 $169M $204M ▲ +20.7%
Total plan assets by year, all Tuality Healthcare plans on file
Year Plans Participants Total Assets
2022 3 2,247 $169M
2023 3 2,188 $185M
2024 3 2,004 $204M

Nearby Defined Benefit (Pension) Plans in Oregon

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Tuality Healthcare Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Tuality Healthcare R…, Total assets ($B): 0.070794665 · Participants: 263Tuality Healthcare R…Xpo Logistics Pensio…, Total assets ($B): 1.621480979 · Participants: 5364Xpo Logistics Pensio…Northwest Sheet Meta…, Total assets ($B): 1.363107427 · Participants: 4602Northwest Sheet Meta…Oregon Retail Employ…, Total assets ($B): 0.982527154 · Participants: 23156Oregon Retail Employ…Ua Local 290 Plumber…, Total assets ($B): 0.964714746 · Participants: 3037Ua Local 290 Plumber…Precision Castparts …, Total assets ($B): 0.917991885 · Participants: 2212Precision Castparts …
Tuality Healthcare Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Tuality Healthcare Retirement Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Tuality Healthcare Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Tuality Healthcare Retirement Plan assets move in 2022? ▼
Tuality Healthcare Retirement Plan declined sharply - down 18.6% during 2022, from $87M to $71M. Reported net income was -$16M.
How have Tuality Healthcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tuality Healthcare's sponsor-wide assets grew 20.7%, from $169M to $204M.
Where does Tuality Healthcare Retirement Plan rank by assets among Form 5500 filers? ▼
Tuality Healthcare Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Tuality Healthcare Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is J.G. Boswell Company Employees' Retirement Plan in CA ($71M, 336 participants).

Next read for Tuality Healthcare Retirement Plan

Scale reading

Ways to act on Tuality Healthcare Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930430029.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.