Defined Benefit (Pension) · DOL Form 5500 · 2023

Cascade Health Pension Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
111
Participants Small participant base
80th
Percentile by assets National rank
$293,515
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Mckenzie-Willamette Hospital · Sponsored by Cascade Health · Oregon · Healthcare & Social Assistance

$33M in assets, 111 participants

Cascade Health's Retirement Plan for Employees of Mckenzie-Willamette Hospital reported $33M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,723 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Retirement Plan for Employees of Mckenzie-Willamette Hospital covers 111 participants in Oregon, about 25% of the average Oregon filer (state average ~443 per filing). Assets: $33M.

#14,723
in Healthcare & Social Assistance (17,684 peers)
+4.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Retirement Plan for Employees of Mckenzie-Willamette Hospital's outsized position by total assets

Retirement Plan for Employees of Mckenzie-Willamette Hospital vs every filed plan by assets

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

$32,580,199 Top 20% higher than 80% 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

Retirement Plan for Employees of Mckenzie-Willamette Hospital among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Mckenzie-Willamette Hospital sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Mckenzie-Willamette Hospital reported net income rose from -$19M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Retirement Plan for Employees of Mckenzie-Willamette Hospital reported participants fell from 129 in the plan year 2022 filing to 111 in the plan year 2023 filing.
  • Retirement Plan for Employees of Mckenzie-Willamette Hospital end-of-year assets rose from $31M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930421470 · Cascade Health PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Mckenzie-Willamette Hospital · $33M · 111 · 80th

  • IND $33M
  • EOY 111
  • 5500 80th
  • ASSETS Defined Benefit (Pension)
  • PCT near Campbell Clinic, P.C. Cash Balance Pension Plan
  • EIN ind #14723

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 →

Retirement Plan for Employees of Mckenzie-Willamette Hospital in the asset neighbourhood

Allied Aviation New York Services Pension PlanAllied Aviation New York Ser…$33MCommunity Resource Credit Union Pension PlanCommunity Resource Credit Un…$33MNational Bankshares, Inc. Retirement Income PlanNational Bankshares, Inc. Re…$33MCampbell Clinic, P.C. Cash Balance Pension PlanCampbell Clinic, P.C. Cash B…$33MRetirement Plan for Employees of Mckenzie-Willamette HospitalRetirement Plan for Employee…$33M
End-of-year total assets ($M) among Retirement Plan for Employees of Mckenzie-Willamette Hospital and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$33M
Net Income$1M
Employer EIN930421470
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cascade Health)

Sponsor-wide plan assets over time

All Cascade Health plans reported in each filing year

Latest sponsor-wide plan assets
$45M 0.6211040702804722% vs 2022
2024 filing year
$42M$44M$46M$48M$50M 202220232024 $44.2M $44.5M ▲ +0.6%
Year Plans Participants Total Assets
2022 2 347 $44M
2023 2 340 $48M
2024 2 335 $45M

Nearby Defined Benefit (Pension) Plans in Oregon

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Mckenzie-Willamette Hospital vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Retirement Plan for Employees of Mckenzie-Willamette Hospital, Total assets ($B): 0.032580199 · Participants: 111Retirement Plan for Employees of Mckenzie-Willamette HospitalXpo Pension Plan, Total assets ($B): 1.662597016 · Participants: 4840Xpo Pension PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.546537504 · Participants: 4660Northwest Sheet Metal Workers Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan, Total assets ($B): 1.119947239 · Participants: 3351Ua Local 290 Plumber, Steamfitter & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 1.05006839 · Participants: 2018Precision Castparts Corp. Retirement PlanOregon Retail Employees Pension Plan, Total assets ($B): 1.019198743 · Participants: 20043Oregon Retail Employees Pension Plan
Retirement Plan for Employees of Mckenzie-Willamette Hospital vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Retirement Plan for Employees of Mckenzie-Willamette Hospital side-by-side with 3 peers →

Retirement Plan for Employees of Mckenzie-Willamette Hospital's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Campbell Clinic, P.C. Cash Balance Pension Plan in TN ($33M); by covered participants it is Kohler Credit Union Defined Benefit Plan and Trust in WI (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Retirement Plan for Employees of Mckenzie-Willamette Hospital assets move in 2023? ▼
Retirement Plan for Employees of Mckenzie-Willamette Hospital edged up modestly - up 4.2% during 2023, from $31M to $33M. Reported net income was $1M.
How have Cascade Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cascade Health's sponsor-wide assets grew 0.6%, from $44M to $45M.
Where does Retirement Plan for Employees of Mckenzie-Willamette Hospital rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Mckenzie-Willamette Hospital ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Mckenzie-Willamette Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Campbell Clinic, P.C. Cash Balance Pension Plan in TN ($33M, 267 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Mckenzie-Willamette Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kohler Credit Union Defined Benefit Plan and Trust in WI (111 participants, $15M 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 930421470.

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.