Other · DOL Form 5500 · 2022
Cascadia Health Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 754
- Participants Near avg headcount
- 82nd
- Percentile by assets National rank
- $36,432
- Avg per participant Low balance/head
Official DOL plan name: Cascadia Health Retirement Plan · Sponsored by Cascadia Health · Oregon · Healthcare & Social Assistance
$27M in assets, 754 participants
Cascadia Health's Cascadia Health Retirement Plan reported $27M in total assets and 754 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,944 in Healthcare & Social Assistance (20,060 peers)
Where Cascadia Health Retirement Plan sits by assets
Cascadia Health Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 754 participants (~$36,432/participant), up 15.6% in 2022.
- #16,944
- in Healthcare & Social Assistance (20,060 peers)
- +15.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Cascadia Health Retirement Plan's outsized position by total assets
Cascadia Health Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,469,515 Top 18% higher than 82% 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
Cascadia Health Retirement 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. Cascadia Health Retirement Plan sits mid-pack in the medium band (754 participants).
EBSA filing schedule strip
Filing strip 930770054 · Cascadia Health PY 2022 · Other
Cascadia Health Retirement Plan · $27M · 754 · 82nd
- VS-ST $27M
- VS-ST 754
- VS-ST 82nd
- VS-ST Other
- VS-ST near Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan
- VS-ST ind #16944
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 →
Cascadia Health Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 930770054 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cascadia Health)
Sponsor-wide plan assets over time
All Cascadia Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 41.772302860097824% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 754 | $27M |
| 2023 | 1 | 888 | $33M |
| 2024 | 1 | 942 | $39M |
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
Cascadia Health Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan in WI ($27M); by covered participants it is 403(b) Thrift Plan for Child and Family Services of Erie County in NY (754 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (754 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.