Defined Benefit (Pension) · DOL Form 5500 · 2023

Tuality Healthcare Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
635
Participants Below avg headcount
63rd
Percentile by assets National rank
$19,039
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tuality Healthcare Cash Balance Pension Plan · Sponsored by Tuality Healthcare · Oregon · Healthcare & Social Assistance

$12M in assets, 635 participants

Tuality Healthcare's Tuality Healthcare Cash Balance Pension Plan reported $12M in total assets and 635 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,059 in Healthcare & Social Assistance (17,684 peers)

Tuality Healthcare multi-year trail

Tuality Healthcare's plans moved +20.7% in assets from 2022 to 2024; this filing shows Tuality Healthcare Cash Balance Pension Plan at $12M / 635 participants.

#12,059
in Healthcare & Social Assistance (17,684 peers)
+1.7%
assets growth YoY

Tuality Healthcare Cash Balance Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tuality Healthcare Cash Balance Pension Plan vs every filed plan by assets

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

$12,089,956 Top 37% higher than 63% 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

Tuality Healthcare Cash Balance Pension Plan 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. Tuality Healthcare Cash Balance Pension Plan sits mid-pack in the medium band (635 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tuality Healthcare Cash Balance Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $197K in the plan year 2023 filing.
  • Tuality Healthcare Cash Balance Pension Plan reported participants fell from 742 in the plan year 2022 filing to 635 in the plan year 2023 filing.
  • Tuality Healthcare Cash Balance Pension Plan end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930430029 · Tuality Healthcare PY 2023 · Defined Benefit (Pension)

Tuality Healthcare Cash Balance Pension Plan · $12M · 635 · 63rd

  • RANK $12M
  • RANK 635
  • RANK 63rd
  • RANK Defined Benefit (Pension)
  • RANK near Heritage Village Master Association, Inc. Retirement Income Plan
  • RANK ind #12059

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 Cash Balance Pension Plan in the asset neighbourhood

Heritage Village Master Association, Inc. Retirement Income PlanHeritage Village Master Asso…$12MNorris, Inc. Pension Plan$12MConnecticut Legal Services, Inc. Defined Benefit Pension PlanConnecticut Legal Services, …$12MTuality Healthcare Cash Balance Pension PlanTuality Healthcare Cash Bala…$12MFirstmark Credit Union Retirement Pension PlanFirstmark Credit Union Retir…$12M
End-of-year total assets ($M) among Tuality Healthcare Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Tuality Healthcare multi-year asset trail

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
$160M$180M$200M$220M 202220232024 $169M $204M ▲ +20.7%
Year Plans Participants Total Assets
2022 3 2,247 $169M
2023 3 2,188 $185M
2024 3 2,004 $204M

Tuality Healthcare filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$197K
Employer EIN930430029
Plan Effective Date2012-09-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Oregon

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

Tuality Healthcare Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Tuality Healthcare Cash Balance Pension Plan, Total assets ($B): 0.012089956 · Participants: 635Tuality Healthcare Cash Balance Pension PlanXpo 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
Tuality Healthcare Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Tuality Healthcare Cash Balance Pension Plan side-by-side with 3 peers →

Tuality Healthcare Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Heritage Village Master Association, Inc. Retirement Income Plan in CT ($12M); by covered participants it is Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO in NY (635 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (635 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 Tuality Healthcare Cash Balance Pension Plan assets move in 2023? ▼
Tuality Healthcare Cash Balance Pension Plan edged up modestly - up 1.7% during 2023, from $12M to $12M. Reported net income was $197K.
How have Tuality Healthcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tuality Healthcare's sponsor-wide assets grew 20.7%, from $169M to $204M.
Which Defined Benefit (Pension) plans are similar in size to Tuality Healthcare Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Heritage Village Master Association, Inc. Retirement Income Plan in CT ($12M, 33 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tuality Healthcare Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO in NY (635 participants, $243M 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 930430029.

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.