Other · DOL Form 5500 · 2023

St. Charles Health System, Inc. Retirement Plan

Data updated 2026-08-25

$625M
Total assets Above avg plan size
4,378
Participants Above avg headcount
98th
Percentile by assets National rank
$142,739
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St. Charles Health System Retirement Plan · Sponsored by St. Charles Health System, Inc. · Oregon · Healthcare & Social Assistance

$625M in assets, 4,378 participants

St. Charles Health System, Inc.'s St. Charles Health System Retirement Plan reported $625M in total assets and 4,378 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,327 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

St. Charles Health System Retirement Plan covers 4,378 participants in Oregon, 9.9x the typical Oregon plan (state average ~443 per filing). Assets: $625M.

#17,327
in Healthcare & Social Assistance (17,684 peers)
+20.4%
assets growth YoY
6.3×
vs typical plan assets (national mean)

St. Charles Health System Retirement Plan's outsized position by total assets

St. Charles Health System Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$624,912,862 Top 2% higher than 98% of 127,068 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 2023

St. Charles Health System Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Charles Health System Retirement Plan lands in the large band (4,378 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Charles Health System Retirement Plan reported net income rose from -$88M in the plan year 2022 filing to $106M in the plan year 2023 filing.
  • St. Charles Health System Retirement Plan end-of-year assets rose from $519M in the plan year 2022 filing to $625M in the plan year 2023 filing.
  • St. Charles Health System Retirement Plan reported participants fell from 4,485 in the plan year 2022 filing to 4,378 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930602940 · St. Charles Health System, Inc. PY 2023 · Other

St. Charles Health System Retirement Plan · $625M · 4,378 · 98th

  • BOY $625M
  • BOY 4,378
  • BOY 98th
  • BOY Other
  • BOY near Worcester Polytechnic Institute Defined Contribution Plan
  • BOY ind #17327

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. Charles Health System Retirement Plan in the asset neighbourhood

Scripps Health 403(b) Plan$630MUniversity of Richmond Defined Contribution Retirement PlanUniversity of Richmond Defin…$629MSeton Hall University Retirement PlanSeton Hall University Retire…$628MWorcester Polytechnic Institute Defined Contribution PlanWorcester Polytechnic Instit…$627MSt. Charles Health System Retirement PlanSt. Charles Health System Re…$625M
End-of-year total assets ($M) among St. Charles Health System Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$519M
Net Assets (End of Year)$625M
Net Income$106M
Employer EIN930602940
Plan Effective Date1969-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Charles Health System, Inc.)

Sponsor-wide plan assets over time

All St. Charles Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$744M 43.380590976945406% vs 2022
2024 filing year
$400M$500M$600M$700M$800M 202220232024 $519M $744M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 4,485 $519M
2023 1 4,378 $625M
2024 1 4,769 $744M

Nearby Other Plans in Oregon

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

St. Charles Health System Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. 050001000015000 00.511.52 Total assets ($B) Participants St. Charles Health System Retirement Plan, Total assets ($B): 0.624912862 · Participants: 4378St. Charles Health System Retirement PlanLegacy Health 403(b) Plan, Total assets ($B): 1.723877574 · Participants: 14249Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.683735006 · Participants: 5682Asante 403b PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.614620661 · Participants: 6234Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.316078897 · Participants: 789Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity PlanUniversity of Portland Defined Contribution and Tax Deferred Annuity, Total assets ($B): 0.247478855 · Participants: 811University of Portland Defined Contribution and Tax Deferred Annuity
St. Charles Health System Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare St. Charles Health System Retirement Plan side-by-side with 3 peers →

St. Charles Health System Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Worcester Polytechnic Institute Defined Contribution Plan in MA ($627M); by covered participants it is Sinai Health System Consolidated 403(b) Plan in IL (4,383 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($625M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,378 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did St. Charles Health System Retirement Plan assets move in 2023? ▼
St. Charles Health System Retirement Plan grew sharply - up 20.4% during 2023, from $519M to $625M. Reported net income was $106M.
How have St. Charles Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Charles Health System, Inc.'s sponsor-wide assets grew 43.4%, from $519M to $744M.
Where does St. Charles Health System Retirement Plan rank by assets among Form 5500 filers? ▼
St. Charles Health System Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to St. Charles Health System Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Worcester Polytechnic Institute Defined Contribution Plan in MA ($627M, 1,485 participants).
Which Other plans cover a similar participant headcount to St. Charles Health System Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Sinai Health System Consolidated 403(b) Plan in IL (4,383 participants, $152M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930602940.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.