Other · DOL Form 5500 · 2022

St. Mary's Home Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
115
Participants Small participant base
50th
Percentile by assets National rank
$43,399
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: St Marys Home 403b Plan · Sponsored by St. Mary's Home · Oregon · Healthcare & Social Assistance

$5M in assets, 115 participants

St. Mary's Home's St Marys Home 403b Plan reported $5M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #11,260 in Healthcare & Social Assistance (20,060 peers)

Coverage in Oregon

St Marys Home 403b Plan covers 115 participants in Oregon, about 26% of the average Oregon filer (state average ~443 per filing). Assets: $5M.

#11,260
in Healthcare & Social Assistance (20,060 peers)
+12.1%
assets growth YoY

St Marys Home 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

St Marys Home 403b Plan vs every filed plan by assets

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

$4,990,862 Top 50% higher than 50% 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

St Marys Home 403b 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. St Marys Home 403b Plan sits mid-pack in the medium band (115 participants).

EBSA filing schedule strip

Filing strip 930391626 · St. Mary's Home PY 2022 · Other

St Marys Home 403b Plan · $5M · 115 · 50th

  • PART $5M
  • PART 115
  • PART 50th
  • PART Other
  • PART near Crossroads Community Services Board Matching Tax Deferred Savings Plan
  • PART ind #11260

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 →

St Marys Home 403b Plan in the asset neighbourhood

St Marys Home 403b Plan$5MCrossroads Community Services Board Matching Tax Deferred Savings PlanCrossroads Community Service…$5MRs Eden 403(b) Plan$5MYouth and Family Alternatives, Inc. Defined Contribution Retirement PlanYouth and Family Alternative…$5M403(b) Thrift Plan for Employees of the Senior Alliance Area Agency on Aging 1-C403(b) Thrift Plan for Emplo…$5M
End-of-year total assets ($M) among St Marys Home 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$538K
Employer EIN930391626
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Oregon

Peer Other plans, same state, same plan type, ranked by total assets.

St Marys Home 403b Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants St Marys Home 403b Plan, Total assets ($B): 0.004990862 · Participants: 115St Marys Home 403b PlanLegacy Health 403(b) Plan, Total assets ($B): 1.423656998 · Participants: 13568Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.562756788 · Participants: 5704Asante 403b PlanSt. Charles Health System Retirement Plan, Total assets ($B): 0.518895741 · Participants: 4485St. Charles Health System Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.51018806 · Participants: 6068Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.279686671 · Participants: 774Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
St Marys Home 403b Plan vs. nearby Other plans in Oregon, assets vs. participants

St Marys Home 403b Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Crossroads Community Services Board Matching Tax Deferred Savings Plan in VA ($5M); by covered participants it is Old Salem, Inc. Retirement Plan in NC (115 participants). Same-state nearby plans are listed separately above.

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 St Marys Home 403b Plan assets move in 2022?
St Marys Home 403b Plan grew at a solid clip - up 12.1% during 2022, from $4M to $5M. Reported net income was $538K.
Which Other plans are similar in size to St Marys Home 403b Plan?
Among Other plans in other states, the closest by assets is Crossroads Community Services Board Matching Tax Deferred Savings Plan in VA ($5M, 232 participants).
Which Other plans cover a similar participant headcount to St Marys Home 403b Plan?
Among Other plans in other states, the closest by covered participants is Old Salem, Inc. Retirement Plan in NC (115 participants, $8M in assets).