Defined Benefit (Pension) · DOL Form 5500 · 2022

Tuality Healthcare Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
742
Participants Near avg headcount
68th
Percentile by assets National rank
$16,028
Avg per participant Low balance/head
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Official DOL plan name: Tuality Healthcare Cash Balance Pension Plan · Sponsored by Tuality Healthcare · Oregon · Healthcare & Social Assistance

$12M in assets, 742 participants

Tuality Healthcare's Tuality Healthcare Cash Balance Pension Plan reported $12M in total assets and 742 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,736 in Healthcare & Social Assistance (20,060 peers)

Tuality Healthcare multi-year trail

Tuality Healthcare's plans moved +20.7% in assets from 2022 to 2024; this filing shows Tuality Healthcare Cash Balance Pension Plan at $12M / 742 participants.

#14,736
in Healthcare & Social Assistance (20,060 peers)
-16.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tuality Healthcare Cash Balance Pension Plan's outsized position by total assets

Tuality Healthcare Cash Balance Pension Plan vs every filed plan by assets

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

$11,892,958 Top 32% higher than 68% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Tuality Healthcare Cash Balance Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tuality Healthcare Cash Balance Pension Plan sits mid-pack in the medium band (742 participants).

Plan-year Form 5500 strip

Filing strip 930430029 · Tuality Healthcare PY 2022 · Defined Benefit (Pension)

Tuality Healthcare Cash Balance Pension Plan · $12M · 742 · 68th

  • PART $12M
  • TYPE 742
  • NET 68th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Capitol Machinery Company Defined Benefit Pension Plan
  • BOY ind #14736

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 →

Tuality Healthcare Cash Balance Pension Plan in the asset neighbourhood

Bedford, Freeman and Worth Publishing Group, L.L.C Pension PlanBedford, Freeman and Worth P…$12MCapitol Machinery Company Defined Benefit Pension PlanCapitol Machinery Company De…$12MTuality Healthcare Cash Balance Pension PlanTuality Healthcare Cash Bala…$12MSba Master Defined Benefit Pension Plan for First National BankSba Master Defined Benefit P…$12MNextier Bank Pension Plan$12M
End-of-year total assets ($M) among Tuality Healthcare Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Tuality Healthcare multi-year asset trail

Sponsor-wide plan assets over time

All Tuality Healthcare plans reported in each filing year

Latest sponsor-wide plan assets
$204M 20.720231857725953% vs 2022
2024 filing year
$160M$180M$200M$220M 202220232024 $169M $204M ▲ +20.7%
Year Plans Participants Total Assets
2022 3 2,247 $169M
2023 3 2,188 $185M
2024 3 2,004 $204M

Tuality Healthcare filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN930430029
Plan Effective Date2012-09-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Oregon

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

Tuality Healthcare Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Tuality Healthcare Cash Balance Pension Plan, Total assets ($B): 0.011892958 · Participants: 742Tuality Healthcare Cash Balance Pension PlanXpo Logistics Pension Plan, Total assets ($B): 1.621480979 · Participants: 5364Xpo Logistics Pension PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.363107427 · Participants: 4602Northwest Sheet Metal Workers Pension PlanOregon Retail Employees Pension Plan, Total assets ($B): 0.982527154 · Participants: 23156Oregon Retail Employees Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan, Total assets ($B): 0.964714746 · Participants: 3037Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 0.917991885 · Participants: 2212Precision Castparts Corp. Retirement Plan
Tuality Healthcare Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Tuality Healthcare Cash Balance Pension Plan side-by-side with 3 peers →

Tuality Healthcare Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Capitol Machinery Company Defined Benefit Pension Plan in IA ($12M); by covered participants it is Altec Industries, Inc. Associates' Pension Plan in AL (743 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (742 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tuality Healthcare Cash Balance Pension Plan assets move in 2022? ▼
Tuality Healthcare Cash Balance Pension Plan declined sharply - down 16.8% during 2022, from $14M to $12M. Reported net income was -$2M.
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.
Which Defined Benefit (Pension) plans are similar in size to Tuality Healthcare Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Capitol Machinery Company Defined Benefit Pension Plan in IA ($12M, 140 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tuality Healthcare Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Altec Industries, Inc. Associates' Pension Plan in AL (743 participants, $63M in assets).

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.