Money Purchase · DOL Form 5500 · 2023
Samaritan Health Services Money Purchase Plan
Data updated 2026-08-25
- $289M
- Total assets Near avg plan size
- 5,389
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $53,586
- Avg per participant Low balance/head
Official DOL plan name: Samaritan Health Services Retirement Plan · Sponsored by Samaritan Health Services · Oregon · Healthcare & Social Assistance
$289M in assets, 5,389 participants
Samaritan Health Services's Samaritan Health Services Retirement Plan reported $289M in total assets and 5,389 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #17,051 in Healthcare & Social Assistance (17,684 peers)
Coverage in Oregon
Samaritan Health Services Retirement Plan covers 5,389 participants in Oregon, 12x the typical Oregon plan (state average ~443 per filing). Assets: $289M.
- #17,051
- in Healthcare & Social Assistance (17,684 peers)
- +18.1%
- assets growth YoY
- 2.9×
- vs typical plan assets (national mean)
Samaritan Health Services Retirement Plan's outsized position by total assets
Samaritan Health Services Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$288,776,940 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Samaritan Health Services 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. Samaritan Health Services Retirement Plan lands in the large band (5,389 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Samaritan Health Services Retirement Plan reported net income rose from -$53M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Samaritan Health Services Retirement Plan end-of-year assets rose from $245M in the plan year 2022 filing to $289M in the plan year 2023 filing.
- Samaritan Health Services Retirement Plan reported participants fell from 5,816 in the plan year 2022 filing to 5,389 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 930951989 · Samaritan Health Services PY 2023 · Money Purchase
Samaritan Health Services Retirement Plan · $289M · 5,389 · 96th
- NET $289M
- NET 5,389
- NET 96th
- NET Money Purchase
- NET near Plumbers & Pipefitters Local 9 Surety Plan
- NET ind #17051
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 →
Samaritan Health Services Retirement Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $245M |
|---|---|
| Net Assets (End of Year) | $289M |
| Net Income | $44M |
| Employer EIN | 930951989 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samaritan Health Services)
Sponsor-wide plan assets over time
All Samaritan Health Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 35.65409513918445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,884 | $755M |
| 2023 | 2 | 11,623 | $903M |
| 2024 | 2 | 11,771 | $1.0B |
Nearby Money Purchase Plans in Oregon
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- International Brotherhood of Electrical Workers District No.9 Pension Plan $2.3B · 28,784
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect $966M · 1,517
- Cascade Pension Trust Money Purchase Pension Plan $375M · 2,092
- Local Union 598 Supplemental Pension Plan $143M · 611
- Osu Foundation Money Purchase Plan $45M · 132
Scale composition for Samaritan Health Services Retirement Plan
Samaritan Health Services Retirement Plan reports $289M in end-of-year assets across 5,389 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $53,586 per participant (39% of the national average assets-per-participant) . Net income for plan year 2023 was $44M.
This plan identity (EIN 930951989, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $245M to $321M (+31.1%) while covered participants moved from 5,816 to 5,342 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,816 | $245M | Open filing |
| 2023 | 5,389 | $289M | This page |
| 2024 · index core | 5,342 | $321M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Samaritan Health Services Tax Sheltered Annuity Pl (Other, $703M, 6,429 participants)
- Samaritan Health Services Retirement Plan (Money Purchase, $321M, 5,342 participants)
Samaritan Health Services Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Oregon, the nearest Money Purchase by assets is Plumbers & Pipefitters Local 9 Surety Plan in NJ ($287M); by covered participants it is Union Roofers Supplemental Annuity Trust Fund in CA (5,358 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($289M here).
- Plumbers & Pipefitters Local 9 Surety Plan (NJ) $287M · 2,179
- St. Paul Electrical Construction Workers Supplemental Pension Plan (MN) $292M · 3,139
- Stationary Engineers Local 39 Annuity Trust Fund (CA) $282M · 6,157
- Sacramento Area Electrical Workers Pension and Profit Sharing Plan (CA) $296M · 1,118
Similar participant headcount
Nearest other-state filings by covered participants (5,389 participants); asset peers above are excluded.
- Union Roofers Supplemental Annuity Trust Fund (CA) 5,358 · 31 off
- Telephone and Data Systems, Inc. Pension Plan (WI) 5,421 · 32 off
- Cement Masons Southern California Individual Retirement Account Defined Contribution Trust (CA) 5,435 · 46 off
- Virginia Mason Medical Center Retirement Plan (WA) 5,542 · 153 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.