Defined Benefit (Pension) · DOL Form 5500 · 2023

Tuality Healthcare Pension Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
253
Participants Below avg headcount
88th
Percentile by assets National rank
$266,757
Avg per participant High balance/head
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Official DOL plan name: Tuality Healthcare Retirement Plan · Sponsored by Tuality Healthcare · Oregon · Healthcare & Social Assistance

$67M in assets, 253 participants

Tuality Healthcare's Tuality Healthcare Retirement Plan reported $67M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,917 in Healthcare & Social Assistance (17,684 peers)

Where Tuality Healthcare Retirement Plan sits by assets

Tuality Healthcare Retirement Plan sits in the top quartile of all filed plans by assets, $67M for 253 participants (~$266,757/participant), down 4.7% in 2023.

#15,917
in Healthcare & Social Assistance (17,684 peers)
-4.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tuality Healthcare Retirement Plan's outsized position by total assets

Tuality Healthcare Retirement Plan vs every filed plan by assets

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

$67,489,520 Top 12% higher than 88% 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 Retirement 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 Retirement Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tuality Healthcare Retirement Plan reported net income rose from -$16M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Tuality Healthcare Retirement Plan end-of-year assets fell from $71M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Tuality Healthcare Retirement Plan reported participants fell from 263 in the plan year 2022 filing to 253 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Tuality Healthcare Retirement Plan · $67M · 253 · 88th

  • SCH $67M
  • EBSA 253
  • PART 88th
  • TYPE Defined Benefit (Pension)
  • NET near Houston Refining LP Retirement Plan for Represented Employees
  • BOOK ind #15917

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 Retirement Plan in the asset neighbourhood

Tuality Healthcare Retirement PlanTuality Healthcare Retiremen…$67MHouston Refining LP Retirement Plan for Represented EmployeesHouston Refining LP Retireme…$67MAmadeus North America, Inc. Pension PlanAmadeus North America, Inc. …$67MI.B.E.W. Local No. 728 Pension FundI.B.E.W. Local No. 728 Pensi…$67MMidwest Radiology, P.a. and Affiliates Cash Balance PlanMidwest Radiology, P.a. and …$67M
End-of-year total assets ($M) among Tuality Healthcare Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$67M
Net Income-$3M
Employer EIN930430029
Plan Effective Date1967-10-01
Filing StatusFILING 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
$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

Nearby Defined Benefit (Pension) Plans in Oregon

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

Tuality Healthcare Retirement 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 ($B) Participants Tuality Healthcare Retirement Plan, Total assets ($B): 0.06748952 · Participants: 253Tuality Healthcare Retirement 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 Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Tuality Healthcare Retirement Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Houston Refining LP Retirement Plan for Represented Employees in TX ($67M); by covered participants it is Pension Plan for Employees of North Star Mutual Insurance Company in MN (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Retirement Plan assets move in 2023? ▼
Tuality Healthcare Retirement Plan edged down modestly - down 4.7% during 2023, from $71M to $67M. Reported net income was -$3M.
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.
Where does Tuality Healthcare Retirement Plan rank by assets among Form 5500 filers? ▼
Tuality Healthcare Retirement Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Tuality Healthcare Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Houston Refining LP Retirement Plan for Represented Employees in TX ($67M, 242 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tuality Healthcare Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of North Star Mutual Insurance Company in MN (253 participants, $61M 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.