Other · DOL Form 5500 · 2023

Cascadia Health Retirement Plan

Data updated 2026-08-11

$33M
Total assets
888
Participants
80th
Percentile by assets
$36,924
Avg per participant
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Official DOL plan name: Cascadia Health Retirement Plan · Sponsored by Cascadia Health · Oregon · Healthcare & Social Assistance

$33M in assets, 888 participants

Cascadia Health's Cascadia Health Retirement Plan reported $33M in total assets and 888 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • 80th percentile by assets (of 127,072 plans)
  • #14,736 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Cascadia Health Retirement Plan covers 888 participants in Oregon, 2.0x the typical Oregon plan (state average ~443 per filing). Assets: $33M.

$33M
total plan assets (2023 EOY)
888
covered participants
80th
percentile by assets (of 127,072 plans)
$36,924
avg assets per participant

Where Cascadia Health Retirement Plan sits by total assets

Cascadia Health Retirement Plan vs every filed plan by assets

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

$32,788,348 Top 20% higher than 80% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cascadia Health Retirement Plan reported net income rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Cascadia Health Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Cascadia Health Retirement Plan reported participants rose from 754 in the plan year 2022 filing to 888 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Oregon
Industry
Healthcare & Social Assistance

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Cascadia Health Retirement Plan reports 888 participants - 2.0x that state average ($33M EOY assets).

Oregon filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN930770054
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cascadia Health)

$25M$30M$35M$40M$45M 202220232024 $27.5M $38.9M ▲ +41.8%
Total plan assets by year, all Cascadia Health plans on file
Year Plans Participants Total Assets
2022 1 754 $27M
2023 1 888 $33M
2024 1 942 $39M

Nearby Other Plans in Oregon

Peer Other plans, same state, same plan type, ranked by total assets.

Cascadia Health Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.52 Total assets ($B) Participants Cascadia Health Reti…, Total assets ($B): 0.032788348 · Participants: 888Cascadia Health Reti…Legacy Health 403(b)…, Total assets ($B): 1.723877574 · Participants: 14249Legacy Health 403(b)…Asante 403b Plan, Total assets ($B): 0.683735006 · Participants: 5682Asante 403b PlanSt. Charles Health S…, Total assets ($B): 0.624912862 · Participants: 4378St. Charles Health S…Samaritan Health Ser…, Total assets ($B): 0.614620661 · Participants: 6234Samaritan Health Ser…Lewis & Clark Colleg…, Total assets ($B): 0.316078897 · Participants: 789Lewis & Clark Colleg…
Cascadia Health Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Cascadia Health Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Cascadia Health Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Cascadia Health Retirement Plan assets move in 2023? ▼
Cascadia Health Retirement Plan grew sharply - up 19.4% during 2023, from $27M to $33M. Reported net income was $5M.
How have Cascadia Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cascadia Health's sponsor-wide assets grew 41.8%, from $27M to $39M.
Where does Cascadia Health Retirement Plan rank by assets among Form 5500 filers? ▼
Cascadia Health Retirement Plan ranks in the 80th 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 Other plans are similar in size to Cascadia Health Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lawrence Academy Retirement Plan in MA ($33M, 158 participants).

Next read for Cascadia Health Retirement Plan

Filing takeaways

Ways to act on Cascadia Health Retirement Plan's numbers.

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 930770054.

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.