Other · DOL Form 5500 · 2022
Tuality Healthcare Retirement Plan
Data updated 2026-08-11
- $87M
- Total assets
- 1,242
- Participants
- 92nd
- Percentile by assets
- $69,728
- Avg per participant
Official DOL plan name: Tuality Healthcare Performance Retirement Plan - 403(b) · Sponsored by Tuality Healthcare · Oregon · Healthcare & Social Assistance
$87M in assets, 1,242 participants
Tuality Healthcare's Tuality Healthcare Performance Retirement Plan - 403(b) reported $87M in total assets and 1,242 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #18,670 in Healthcare & Social Assistance (20,060 peers)
Coverage in Oregon
Tuality Healthcare Performance Retirement Plan - 403(b) covers 1,242 participants in Oregon, 2.8x the typical Oregon plan (state average ~443 per filing). Assets: $87M.
- $87M
- total plan assets (2022 EOY)
- 1,242
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $69,728
- avg assets per participant
The plan reported a net loss of $11M 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 443 participants across 1,736 plans. Tuality Healthcare Performance Retirement Plan - 403(b) reports 1,242 participants - 2.8x that state average ($87M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | -$11M |
| Employer EIN | 930430029 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tuality Healthcare)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,247 | $169M |
| 2023 | 3 | 2,188 | $185M |
| 2024 | 3 | 2,004 | $204M |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
Tuality Healthcare Performance Retirement Plan - 403(b) vs. nearby Other plans in Oregon, assets vs. participants
- Legacy Health 403(b) Plan $1.4B · 13,568
- Asante 403b Plan $563M · 5,704
- St. Charles Health System Retirement Plan $519M · 4,485
- Samaritan Health Services Tax Sheltered Annuity Pl $510M · 6,068
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $280M · 774
Similar-Sized Other Plans Nationally
Other plans in other states closest to Tuality Healthcare Performance Retirement Plan - 403(b) by total assets, not by location.
- Cayuga Medical Center Retirement Savings Plan (NY) $87M · 1,713
- Centerlight Health System 403(b) Retirement Plan (NY) $87M · 1,234
- Presbyterian Homes and Services Tax Deferred Annuity Plan (MN) $87M · 7,303
- Earthjustice Retirement Annuity Plan (CA) $87M · 499
Frequently Asked Questions
How did Tuality Healthcare Performance Retirement Plan - 403(b) assets move in 2022? ▼
How have Tuality Healthcare plan assets changed over time? ▼
Where does Tuality Healthcare Performance Retirement Plan - 403(b) rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Tuality Healthcare Performance Retirement Plan - 403(b)? ▼
Next read for Tuality Healthcare Performance Retiremen…
Filing takeaways
Ways to act on Tuality Healthcare Performance Retirement Plan - 403(b)'s numbers.
- By total assets, Tuality Healthcare Performance Retirement Plan - 403(b) ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Oregon. Compare plans
- Tuality Healthcare's sponsor-wide assets have grown 20.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans