Profit Sharing · DOL Form 5500 · 2023
Tuality Healthcare Profit Sharing Plan
Data updated 2026-08-25
- $105M
- Total assets Near avg plan size
- 1,300
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $80,871
- Avg per participant Below avg balance/head
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.
- #16,382 in Healthcare & Social Assistance (17,684 peers)
Coverage in Oregon
Tuality Healthcare Performance Retirement Plan - 403(b) covers 1,300 participants in Oregon, 2.9x the typical Oregon plan (state average ~443 per filing). Assets: $105M.
- #16,382
- in Healthcare & Social Assistance (17,684 peers)
- +21.4%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Tuality Healthcare Performance Retirement Plan - 403(b)'s outsized position by total assets
Tuality Healthcare Performance Retirement Plan - 403(b) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$105,131,759 Top 8% higher than 92% 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
Tuality Healthcare Performance Retirement Plan - 403(b)'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. Tuality Healthcare Performance Retirement Plan - 403(b) lands in the large band (1,300 participants).
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.
Plan-year Form 5500 strip
Filing strip 930430029 · Tuality Healthcare PY 2023 · Profit Sharing
Tuality Healthcare Performance Retirement Plan - 403(b) · $105M · 1,300 · 92nd
- RANK $105M
- PHOTO 1,300
- IND 92nd
- EOY Profit Sharing
- 5500 near Ons Savings Plan
- ASSETS ind #16382
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 →
Tuality Healthcare Performance Retirement Plan - 403(b) in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Tuality Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $204M 20.720231857725953% vs 2022
- 2024 filing year
| 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.
- 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
Tuality Healthcare Performance Retirement Plan - 403(b)'s out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Ons Savings Plan in CT ($105M); by covered participants it is Pipe Fitters Local No 533 Individual Account Plan in MO (1,302 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($105M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,300 participants); asset peers above are excluded.
- Pipe Fitters Local No 533 Individual Account Plan (MO) 1,302 · 2 off
- Abbvie Puerto Rico Savings Plan (IL) 1,296 · 4 off
- IBEW Local 150 Supplemental Pension Fund (KY) 1,293 · 7 off
- Local No. 1 Retirement Savings Trust Fund (IL) 1,292 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.