Other · DOL Form 5500 · 2023

Cascadia Health Retirement Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
888
Participants Near avg headcount
80th
Percentile by assets National rank
$36,924
Avg per participant Low balance/head
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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.

  • #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.

#14,736
in Healthcare & Social Assistance (17,684 peers)
+19.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cascadia Health Retirement Plan's outsized position 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 $2,050,000,000 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

Cascadia Health 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. Cascadia Health Retirement Plan sits mid-pack in the medium band (888 participants).

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 →

Published 5500 schedule card

Filing strip 930770054 · Cascadia Health PY 2023 · Other

Cascadia Health Retirement Plan · $33M · 888 · 80th

  • PHOTO $33M
  • IND 888
  • EOY 80th
  • 5500 Other
  • ASSETS near Lawrence Academy Retirement Plan
  • PCT ind #14736

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 →

Cascadia Health Retirement Plan in the asset neighbourhood

Columbia Memorial Hospital Retirement PlanColumbia Memorial Hospital R…$33MThe Pike School, Inc. Retirement PlanThe Pike School, Inc. Retire…$33MLawrence Academy Retirement PlanLawrence Academy Retirement …$33MColeman World Group, LLC Savings & Protection PlanColeman World Group, LLC Sav…$33MCascadia Health Retirement PlanCascadia Health Retirement P…$33M
End-of-year total assets ($M) among Cascadia Health Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Cascadia Health plans reported in each filing year

Latest sponsor-wide plan assets
$39M 41.772302860097824% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.5M $38.9M ▲ +41.8%
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 ($B) Participants Cascadia Health Retirement Plan, Total assets ($B): 0.032788348 · Participants: 888Cascadia Health Retirement PlanLegacy Health 403(b) Plan, Total assets ($B): 1.723877574 · Participants: 14249Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.683735006 · Participants: 5682Asante 403b PlanSt. Charles Health System Retirement Plan, Total assets ($B): 0.624912862 · Participants: 4378St. Charles Health System Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.614620661 · Participants: 6234Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.316078897 · Participants: 789Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
Cascadia Health Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Cascadia Health Retirement Plan side-by-side with 3 peers →

Cascadia Health Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Lawrence Academy Retirement Plan in MA ($33M); by covered participants it is Manhattan School of Music Retirement Savings Plan in NY (888 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (888 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 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).
Which Other plans cover a similar participant headcount to Cascadia Health Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Manhattan School of Music Retirement Savings Plan in NY (888 participants, $55M 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 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.