Other · DOL Form 5500 · 2022
Tuality Healthcare Retirement Plan
Data updated 2026-08-25
- $87M
- Total assets Below avg plan size
- 1,242
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $69,728
- Avg per participant Below avg balance/head
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.
- #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.
- #18,670
- in Healthcare & Social Assistance (20,060 peers)
- -11.6%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
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.
Tuality Healthcare Performance Retirement Plan - 403(b)'s outsized position by total assets
Tuality Healthcare Performance Retirement Plan - 403(b) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$86,602,056 Top 8% higher than 92% 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
Tuality Healthcare Performance Retirement Plan - 403(b)'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. Tuality Healthcare Performance Retirement Plan - 403(b) lands in the large band (1,242 participants).
EBSA filing schedule strip
Filing strip 930430029 · Tuality Healthcare PY 2022 · Other
Tuality Healthcare Performance Retirement Plan - 403(b) · $87M · 1,242 · 92nd
- EIN $87M
- EIN 1,242
- EIN 92nd
- EIN Other
- EIN near Cayuga Medical Center Retirement Savings Plan
- EIN ind #18670
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 Performance Retirement Plan - 403(b) in the asset neighbourhood
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)
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
| 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.
- 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
Tuality Healthcare Performance Retirement Plan - 403(b)'s out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Cayuga Medical Center Retirement Savings Plan in NY ($87M); by covered participants it is Seven Counties Services Retirement Savings Plan in KY (1,242 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($87M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,242 participants); asset peers above are excluded.
- Seven Counties Services Retirement Savings Plan (KY) 1,242 · 0 off
- Morselife Tax Deferred Annuity Plan (FL) 1,242 · 0 off
- Weirton Medical Center Supplemental Retirement Income Plan (WV) 1,241 · 1 off
- Milton Hershey School Group Supplemental Retirement Plan (PA) 1,240 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.