Profit Sharing · DOL Form 5500 · 2023
Tuality Healthcare Profit Sharing Plan
Data updated 2026-08-06
- $105M
- Total assets
- 1,300
- Participants
- 92nd
- Percentile by assets
- $80,871
- Avg per participant
Official DOL plan name: Tuality Healthcare Performance Retirement Plan - 403(b) · Sponsored by Tuality Healthcare · Oregon · Healthcare & Social Assistance
$105M in assets, 1,300 participants
Tuality Healthcare's Tuality Healthcare Performance Retirement Plan - 403(b) reported $105M in total assets and 1,300 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 126,618 plans)
- #16,325 in Healthcare & Social Assistance (17,626 peers)
Coverage in Oregon
Tuality Healthcare Performance Retirement Plan - 403(b) covers 1,300 participants in Oregon, 3.0x the typical Oregon plan (state average ~440 per filing). Assets: $105M.
- $105M
- total plan assets (2023 EOY)
- 1,300
- covered participants
- 92nd
- percentile by assets (of 126,618 plans)
- $80,871
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tuality Healthcare Performance Retirement Plan - 403(b) reported net income rose from -$11M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Tuality Healthcare Performance Retirement Plan - 403(b) end-of-year assets rose from $87M in the plan year 2022 filing to $105M in the plan year 2023 filing.
- Tuality Healthcare Performance Retirement Plan - 403(b) reported participants rose from 1,242 in the plan year 2022 filing to 1,300 in the plan year 2023 filing.
Participants vs Oregon filers
In Oregon, the average filing covers about 440 participants across 1,627 plans. Tuality Healthcare Performance Retirement Plan - 403(b) reports 1,300 participants - 3.0x that state average ($105M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $87M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | $19M |
| Employer EIN | 930430029 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tuality Healthcare)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,247 | $169M |
| 2023 | 3 | 2,188 | $185M |
| 2024 | 3 | 2,004 | $204M |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Tuality Healthcare Performance Retirement Plan - 403(b) vs. nearby Profit Sharing plans in Oregon, assets vs. participants
- Les Schwab Profit Sharing Retirement Plan $805M · 5,463
- Les Schwab Profit Sharing Retirement Plan $770M · 5,474
- Legacy Health Defined Contribution Retirement Plan $697M · 11,313
- Willamette University Defined Contribution Retirement Plan $195M · 766
- The Hoffman Employee Retirement Income Plan $172M · 485
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Tuality Healthcare Performance Retirement Plan - 403(b) by total assets, not by location.
- Ons Savings Plan (CT) $105M · 688
- Siu P & S Retirement Plan (IL) $105M · 259
- The Agma Retirement Plan (PA) $105M · 8,073
- Building Trades Annuity Benefit Fund (NY) $105M · 1,297
Frequently Asked Questions
How did Tuality Healthcare Performance Retirement Plan - 403(b) assets move in 2023? ▼
How have Tuality Healthcare plan assets changed over time? ▼
Where does Tuality Healthcare Performance Retirement Plan - 403(b) rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Tuality Healthcare Performance Retirement Plan - 403(b)? ▼
Next read for Tuality Healthcare Performance Retiremen…
Filing takeaways
Ways to act on Tuality Healthcare Performance Retirement Plan - 403(b)'s numbers.
- By total assets, Tuality Healthcare Performance Retirement Plan - 403(b) ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Oregon. Compare plans
- Tuality Healthcare's sponsor-wide assets have grown 20.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans