Other · DOL Form 5500 · 2023
Virginia Garcia Memorial Health Center Retirement Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 661
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $63,709
- Avg per participant Low balance/head
Official DOL plan name: Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan · Sponsored by Virginia Garcia Memorial Health Center · Oregon · Healthcare & Social Assistance
$42M in assets, 661 participants
Virginia Garcia Memorial Health Center's Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan reported $42M in total assets and 661 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.
- #15,225 in Healthcare & Social Assistance (17,684 peers)
Where Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan sits by assets
Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $42M for 661 participants (~$63,709/participant), up 19.8% in 2023.
- #15,225
- in Healthcare & Social Assistance (17,684 peers)
- +19.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan's outsized position by total assets
Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$42,111,912 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
Virginia Garcia Memorial Health Center Tax Sheltered Annuity 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. Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan sits mid-pack in the medium band (661 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan reported net income rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan end-of-year assets rose from $35M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan reported participants rose from 606 in the plan year 2022 filing to 661 in the plan year 2023 filing.
DOL schedule card
Filing strip 930717997 · Virginia Garcia Memorial Health Center PY 2023 · Other
Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan · $42M · 661 · 84th
- 5500 $42M
- 5500 661
- 5500 84th
- 5500 Other
- 5500 near Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan
- 5500 ind #15225
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 →
Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $7M |
| Employer EIN | 930717997 |
| Plan Effective Date | 1993-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Virginia Garcia Memorial Health Center)
Sponsor-wide plan assets over time
All Virginia Garcia Memorial Health Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 32.6002199496632% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 606 | $35M |
| 2023 | 1 | 661 | $42M |
| 2024 | 1 | 139 | $47M |
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
Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan in IL ($42M); by covered participants it is Connecticut College Defined Contribution and Tda Retirement Plan in CT (661 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan (IL) $42M · 230
- The Institute for the International Education of Students 403(b) Defined Contribution Retirement Plan (IL) $42M · 264
- Seattle Symphony Savings Plan (WA) $42M · 628
- Democracy Prep Public Schools, 403(b) Retirement Plan (NY) $42M · 833
Similar participant headcount
Nearest other-state filings by covered participants (661 participants); asset peers above are excluded.
- Connecticut College Defined Contribution and Tda Retirement Plan (CT) 661 · 0 off
- Wheaton College Retirement Plan (IL) 661 · 0 off
- 403(b) Thrift Plan of Achieva (PA) 661 · 0 off
- University Physician Group 403b Retirement Plan (MI) 661 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.