Other · DOL Form 5500 · 2023
Columbia Lutheran Charities Dba Columbia Memorial Hospital Retirement Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 669
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $66,743
- Avg per participant Below avg balance/head
Official DOL plan name: Columbia Memorial Hospital 403(b) Tax Deferred Annuity · Sponsored by Columbia Lutheran Charities Dba Columbia Memorial Hospital · Oregon · Healthcare & Social Assistance
$45M in assets, 669 participants
Columbia Lutheran Charities Dba Columbia Memorial Hospital's Columbia Memorial Hospital 403(b) Tax Deferred Annuity reported $45M in total assets and 669 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #15,328 in Healthcare & Social Assistance (17,684 peers)
Where Columbia Memorial Hospital 403(b) Tax Deferred Annuity sits by assets
Columbia Memorial Hospital 403(b) Tax Deferred Annuity sits in the top quartile of all filed plans by assets, $45M for 669 participants (~$66,743/participant), up 22.0% in 2023.
- #15,328
- in Healthcare & Social Assistance (17,684 peers)
- +22.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Columbia Memorial Hospital 403(b) Tax Deferred Annuity's outsized position by total assets
Columbia Memorial Hospital 403(b) Tax Deferred Annuity vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$44,650,869 Top 16% higher than 84% 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
Columbia Memorial Hospital 403(b) Tax Deferred Annuity 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. Columbia Memorial Hospital 403(b) Tax Deferred Annuity sits mid-pack in the medium band (669 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Columbia Memorial Hospital 403(b) Tax Deferred Annuity reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Columbia Memorial Hospital 403(b) Tax Deferred Annuity end-of-year assets rose from $37M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- Columbia Memorial Hospital 403(b) Tax Deferred Annuity reported participants rose from 632 in the plan year 2022 filing to 669 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 930583856 · Columbia Lutheran Charities Dba Columbia Memorial Hospital PY 2023 · Other
Columbia Memorial Hospital 403(b) Tax Deferred Annuity · $45M · 669 · 84th
- ASSETS $45M
- PCT 669
- EIN 84th
- RANK Other
- PHOTO near The College Preparatory School 403(b) Defined Contribution Plan
- IND ind #15328
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 →
Columbia Memorial Hospital 403(b) Tax Deferred Annuity in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $8M |
| Employer EIN | 930583856 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Columbia Lutheran Charities Dba Columbia Memorial Hospital)
Sponsor-wide plan assets over time
All Columbia Lutheran Charities Dba Columbia Memorial Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $130M 22.79502628556402% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,193 | $106M |
| 2023 | 3 | 1,227 | $123M |
| 2024 | 3 | 1,379 | $130M |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $1.7B · 14,249
- Asante 403b Plan $684M · 5,682
- St. Charles Health System Retirement Plan $625M · 4,378
- Samaritan Health Services Tax Sheltered Annuity Pl $615M · 6,234
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $316M · 789
Columbia Memorial Hospital 403(b) Tax Deferred Annuity's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is The College Preparatory School 403(b) Defined Contribution Plan in CA ($45M); by covered participants it is Depauw University Retirement Plan in IN (669 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
Similar participant headcount
Nearest other-state filings by covered participants (669 participants); asset peers above are excluded.
- Depauw University Retirement Plan (IN) 669 · 0 off
- Clinica Family Health 403(b) Plan (CO) 669 · 0 off
- Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan (OH) 670 · 1 off
- Mountain Park Health Center Retirement Plan (AZ) 670 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.