Other · DOL Form 5500 · 2022

Cascadia Health Retirement Plan

Data updated 2026-08-11

$27M
Total assets
754
Participants
82nd
Percentile by assets
$36,432
Avg per participant
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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.

  • 82nd percentile by assets (of 139,126 plans)
  • #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.

$27M
total plan assets (2022 EOY)
754
covered participants
82nd
percentile by assets (of 139,126 plans)
$36,432
avg assets per participant

Cascadia Health Retirement Plan vs the 2022 asset distribution

By assets, Cascadia Health Retirement Plan outranks 82% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN930770054
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cascadia Health)

$25M$30M$35M$40M$45M 202220232024 $27.5M $38.9M ▲ +41.8%
Total plan assets by year, all Cascadia Health plans on file
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.

Cascadia Health Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants

Cascadia Health Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.5 Total assets ($B) Participants Cascadia Health Reti…Legacy Health 403(b)…Asante 403b PlanSt. Charles Health S…Samaritan Health Ser…Lewis & Clark Colleg…
Cascadia Health Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Cascadia Health Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Cascadia Health Retirement Plan assets move in 2022?
Cascadia Health Retirement Plan grew sharply - up 15.6% during 2022, from $24M to $27M. Reported net income was $4M.
How have Cascadia Health plan assets changed over time?
Across 3 plan years on file (2022-2024), Cascadia Health's sponsor-wide assets grew 41.8%, from $27M to $39M.
Where does Cascadia Health Retirement Plan rank by assets among Form 5500 filers?
Cascadia Health Retirement Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Cascadia Health Retirement Plan?
Among Other plans in other states, the closest by assets is Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan in WI ($27M, 334 participants).

Scale reading

Ways to act on Cascadia Health Retirement Plan's numbers.