Other · DOL Form 5500 · 2023

Samaritan Health Services Retirement Plan

Data updated 2026-08-25

$615M
Total assets Above avg plan size
6,234
Participants Above avg headcount
98th
Percentile by assets National rank
$98,592
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Samaritan Health Services Tax Sheltered Annuity Pl · Sponsored by Samaritan Health Services · Oregon · Healthcare & Social Assistance

$615M in assets, 6,234 participants

Samaritan Health Services's Samaritan Health Services Tax Sheltered Annuity Pl reported $615M in total assets and 6,234 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.

  • #17,318 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Samaritan Health Services Tax Sheltered Annuity Pl covers 6,234 participants in Oregon, 14x the typical Oregon plan (state average ~443 per filing). Assets: $615M.

#17,318
in Healthcare & Social Assistance (17,684 peers)
+20.5%
assets growth YoY
6.2×
vs typical plan assets (national mean)

Samaritan Health Services Tax Sheltered Annuity Pl's outsized position by total assets

Samaritan Health Services Tax Sheltered Annuity Pl vs every filed plan by assets

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

$614,620,661 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

Samaritan Health Services Tax Sheltered Annuity Pl'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 Tax Sheltered Annuity Pl lands in the large band (6,234 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Samaritan Health Services Tax Sheltered Annuity Pl reported net income rose from -$115M in the plan year 2022 filing to $104M in the plan year 2023 filing.
  • Samaritan Health Services Tax Sheltered Annuity Pl end-of-year assets rose from $510M in the plan year 2022 filing to $615M in the plan year 2023 filing.
  • Samaritan Health Services Tax Sheltered Annuity Pl reported participants rose from 6,068 in the plan year 2022 filing to 6,234 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 930951989 · Samaritan Health Services PY 2023 · Other

Samaritan Health Services Tax Sheltered Annuity Pl · $615M · 6,234 · 98th

  • PCT $615M
  • EIN 6,234
  • RANK 98th
  • PHOTO Other
  • IND near University of Dayton Tax Deferred Annuity Plan
  • EOY ind #17318

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 Tax Sheltered Annuity Pl in the asset neighbourhood

Florida Health Sciences Center 403(b) Savings PlanFlorida Health Sciences Cent…$618MBallad Health 403(b) Plan$616MUniversity of Dayton Tax Deferred Annuity PlanUniversity of Dayton Tax Def…$616MSamaritan Health Services Tax Sheltered Annuity PlSamaritan Health Services Ta…$615MThe New School 403(b) Retirement PlanThe New School 403(b) Retire…$606M
End-of-year total assets ($M) among Samaritan Health Services Tax Sheltered Annuity Pl and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$510M
Net Assets (End of Year)$615M
Net Income$104M
Employer EIN930951989
Plan Effective Date1994-01-01
Filing StatusFILING 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
$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.75B $1.02B ▲ +36.0%
Year Plans Participants Total Assets
2022 2 11,884 $755M
2023 2 11,623 $903M
2024 2 11,771 $1.0B

Nearby Other Plans in Oregon

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

Samaritan Health Services Tax Sheltered Annuity Pl vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. 050001000015000 00.511.52 Total assets ($B) Participants Samaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.614620661 · Participants: 6234Samaritan Health Services Tax Sheltered Annuity PlLegacy 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 PlanSt. Charles Health System Retirement Plan, Total assets ($B): 0.624912862 · Participants: 4378St. Charles Health System Retirement PlanLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($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
Samaritan Health Services Tax Sheltered Annuity Pl vs. nearby Other plans in Oregon, assets vs. participants
Compare Samaritan Health Services Tax Sheltered Annuity Pl side-by-side with 3 peers →

Scale composition for Samaritan Health Services Tax Sheltered Annuity Pl

Samaritan Health Services Tax Sheltered Annuity Pl reports $615M in end-of-year assets across 6,234 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $98,592 per participant (71% of the national average assets-per-participant) . Net income for plan year 2023 was $104M.

This plan identity (EIN 930951989, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $510M to $703M (+37.8%) while covered participants moved from 6,068 to 6,429 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,068 $510M Open filing
2023 6,234 $615M This page
2024 · index core 6,429 $703M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Samaritan Health Services Tax Sheltered Annuity Pl's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is University of Dayton Tax Deferred Annuity Plan in OH ($616M); by covered participants it is Merakey 403(b) Plan in PA (6,247 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($615M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,234 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 Samaritan Health Services Tax Sheltered Annuity Pl assets move in 2023? ▼
Samaritan Health Services Tax Sheltered Annuity Pl grew sharply - up 20.5% during 2023, from $510M to $615M. Reported net income was $104M.
How have Samaritan Health Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samaritan Health Services's sponsor-wide assets grew 35.7%, from $755M to $1.0B.
Where does Samaritan Health Services Tax Sheltered Annuity Pl rank by assets among Form 5500 filers? ▼
Samaritan Health Services Tax Sheltered Annuity Pl 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 Samaritan Health Services Tax Sheltered Annuity Pl? ▼
Among Other plans in other states, the closest by assets is University of Dayton Tax Deferred Annuity Plan in OH ($616M, 4,308 participants).
Which Other plans cover a similar participant headcount to Samaritan Health Services Tax Sheltered Annuity Pl? ▼
Among Other plans in other states, the closest by covered participants is Merakey 403(b) Plan in PA (6,247 participants, $140M 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 930951989.

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.