Other · DOL Form 5500 · 2023
ASANTE Retirement Plan
Data updated 2026-08-25
- $684M
- Total assets Above avg plan size
- 5,682
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $120,334
- Avg per participant Near avg balance/head
Official DOL plan name: Asante 403b Plan · Sponsored by ASANTE · Oregon · Healthcare & Social Assistance
$684M in assets, 5,682 participants
ASANTE's Asante 403b Plan reported $684M in total assets and 5,682 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,365 in Healthcare & Social Assistance (17,684 peers)
Coverage in Oregon
Asante 403b Plan covers 5,682 participants in Oregon, 13x the typical Oregon plan (state average ~443 per filing). Assets: $684M.
- #17,365
- in Healthcare & Social Assistance (17,684 peers)
- +21.5%
- assets growth YoY
- 6.9×
- vs typical plan assets (national mean)
Asante 403b Plan's outsized position by total assets
Asante 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$683,735,006 Top 2% higher than 98% 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
Asante 403b Plan'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. Asante 403b Plan lands in the large band (5,682 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Asante 403b Plan reported net income rose from -$106M in the plan year 2022 filing to $121M in the plan year 2023 filing.
- Asante 403b Plan end-of-year assets rose from $563M in the plan year 2022 filing to $684M in the plan year 2023 filing.
- Asante 403b Plan reported participants fell from 5,704 in the plan year 2022 filing to 5,682 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 930223960 · ASANTE PY 2023 · Other
Asante 403b Plan · $684M · 5,682 · 98th
- RANK $684M
- PHOTO 5,682
- IND 98th
- EOY Other
- 5500 near Yeshiva University Retirement Income Plan (Basic Plan)
- ASSETS ind #17365
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 →
Asante 403b Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $563M |
|---|---|
| Net Assets (End of Year) | $684M |
| Net Income | $121M |
| Employer EIN | 930223960 |
| Plan Effective Date | 1996-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ASANTE)
Sponsor-wide plan assets over time
All ASANTE plans reported in each filing year
- Latest sponsor-wide plan assets
- $789M 32.84175247492441% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,738 | $594M |
| 2023 | 2 | 5,713 | $715M |
| 2024 | 2 | 5,872 | $789M |
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
- 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
- University of Portland Defined Contribution and Tax Deferred Annuity $247M · 811
Scale composition for Asante 403b Plan
Asante 403b Plan reports $684M in end-of-year assets across 5,682 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $120,334 per participant (87% of the national average assets-per-participant) . Net income for plan year 2023 was $121M.
This plan identity (EIN 930223960, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $563M to $759M (+34.8%) while covered participants moved from 5,704 to 5,850 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,704 | $563M | Open filing |
| 2023 | 5,682 | $684M | This page |
| 2024 · index core | 5,850 | $759M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Asante 403b Plan (Other, $759M, 5,850 participants)
Asante 403b Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Yeshiva University Retirement Income Plan (Basic Plan) in NY ($684M); by covered participants it is Capital Health System Retirement Savings & Investment Plan in NJ (5,717 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($684M here).
- Yeshiva University Retirement Income Plan (Basic Plan) (NY) $684M · 1,895
- H. Lee Moffitt Cancer Center and Research (FL) $688M · 7,986
- Shriners Hospitals for Children Retirement Savings Plan (FL) $688M · 4,477
- Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund (IL) $689M · 6,507
Similar participant headcount
Nearest other-state filings by covered participants (5,682 participants); asset peers above are excluded.
- Capital Health System Retirement Savings & Investment Plan (NJ) 5,717 · 35 off
- Stormont-Vail Healthcare Employee 403(b) Plan (KS) 5,717 · 35 off
- Fred Hutchinson Cancer Center Retirement Savings Plan (WA) 5,646 · 36 off
- Dialysis Clinic, Inc. Thrift Plan (TN) 5,644 · 38 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.