Other · DOL Form 5500 · 2023

Clatsop Behavioral Healthcare Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 137
Participants Small participant base: 41st
Percentile by assets National rank: $29,736
Avg per participant Low balance/head

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Official DOL plan name: 403b Retirement · Sponsored by Clatsop Behavioral Healthcare · Oregon · Healthcare & Social Assistance

$4M in assets, 137 participants

Clatsop Behavioral Healthcare's 403b Retirement reported $4M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

#7,669 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

403b Retirement covers 137 participants in Oregon, about 31% of the average Oregon filer (state average ~443 per filing). Assets: $4M.

#7,669
in Healthcare & Social Assistance (17,684 peers): +30.3%
assets growth YoY

403b Retirement's mid-pack asset rank among Healthcare & Social Assistance and all filers

403b Retirement vs every filed plan by assets

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

$4,073,805 41st percentile higher than 41% 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

403b Retirement 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. 403b Retirement sits mid-pack in the medium band (137 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

403b Retirement end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
403b Retirement reported net income rose from $835K in the plan year 2022 filing to $947K in the plan year 2023 filing.
403b Retirement reported participants rose from 122 in the plan year 2022 filing to 137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930513669 · Clatsop Behavioral Healthcare PY 2023 · Other

403b Retirement · $4M · 137 · 41st

BOY $4M
SCH 137
EBSA 41st
PART Other
TYPE near Annandale at Suwanee, Inc. 403(b) Plan
NET ind #7669

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 →

End-of-year total assets ($M) among 403b Retirement and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$947K
Employer EIN	930513669
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Clatsop Behavioral Healthcare)

Latest sponsor-wide plan assets: $5M 65.03162062036097% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	122	$3M
2023	1	137	$4M
2024	1	138	$5M

Nearby Other Plans in Oregon

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

403b Retirement vs. nearby Other plans in Oregon, assets vs. participants

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

Compare 403b Retirement side-by-side with 3 peers →

403b Retirement's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Annandale at Suwanee, Inc. 403(b) Plan in GA ($4M); by covered participants it is Nami 403(b) Plan in VA (137 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Annandale at Suwanee, Inc. 403(b) Plan (GA) $4M · 150
Saint Francis House, Inc. 403(b) Savings Plan (MA) $4M · 103
Morris College 403(b) Tax Deferred Annuity Plan (SC) $4M · 79
The Chautauqua Center Inc. 403(b) Retirement Plan (NY) $4M · 199

Similar participant headcount

Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.

Nami 403(b) Plan (VA) 137 · 0 off
California Western School of Law Defined Contribution Retirement Plan (CA) 137 · 0 off
Campaign for Tobacco-Free Kids 403(b) Plan (DC) 137 · 0 off
Nachri Tax Deferred Annuity Plan (KS) 137 · 0 off

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 403b Retirement assets move in 2023? ▼

403b Retirement surged - up 30.3% during 2023, from $3M to $4M. Reported net income was $947K.

How have Clatsop Behavioral Healthcare plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Clatsop Behavioral Healthcare's sponsor-wide assets grew 65.0%, from $3M to $5M.

Which Other plans are similar in size to 403b Retirement? ▼

Among Other plans in other states, the closest by assets is Annandale at Suwanee, Inc. 403(b) Plan in GA ($4M, 150 participants).

Which Other plans cover a similar participant headcount to 403b Retirement? ▼

Among Other plans in other states, the closest by covered participants is Nami 403(b) Plan in VA (137 participants, $16M 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 930513669.