Other · DOL Form 5500 · 2024

St. Charles Health System, Inc. Retirement Plan

Data updated 2026-07-24

$744M
Total assets: 4,769
Participants: 98th
Percentile by assets: $156,007
Avg per participant

Official DOL plan name: St. Charles Health System, Inc. Retirement Plan · Sponsored by St. Charles Health System, Inc. · Oregon · Healthcare & Social Assistance

$744M in assets, 4,769 participants

St. Charles Health System, Inc.'s St. Charles Health System, Inc. Retirement Plan reported $744M in total assets and 4,769 participants in its 2024 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.

98th percentile by assets (of 116,472 plans)

Coverage in Oregon

St. Charles Health System, Inc. Retirement Plan covers 4,769 participants in Oregon, 11x the typical Oregon plan (state average ~440 per filing). Assets: $744M.

$744M
total plan assets (2024 EOY): 4,769
covered participants: 98th
percentile by assets (of 116,472 plans): $156,007
avg assets per participant

St. Charles Health System, Inc. Retirement Plan end-of-year assets rose from $625M in the plan year 2023 filing to $744M in the plan year 2024 filing.
St. Charles Health System, Inc. Retirement Plan reported net income rose from $106M in the plan year 2023 filing to $119M in the plan year 2024 filing.
St. Charles Health System, Inc. Retirement Plan reported participants rose from 4,378 in the plan year 2023 filing to 4,769 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Oregon

Industry

Healthcare & Social Assistance

Participants vs Oregon filers

In Oregon, the average filing covers about 440 participants across 1,627 plans. St. Charles Health System, Inc. Retirement Plan reports 4,769 participants - 11x that state average ($744M EOY assets).

Oregon filing particulars

Total Assets (Beginning of Year)	$625M
Net Assets (End of Year)	$744M
Net Income	$119M
Employer EIN	930602940
Plan Effective Date	1969-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (St. Charles Health System, Inc.)

Total plan assets by year, all St. Charles Health System, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	4,485	$519M
2023	1	4,378	$625M
2024	1	4,769	$744M

Nearby Other Plans in Oregon

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

St. Charles Health System, Inc. Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants

Legacy Health 403(b) Plan $2.0B · 14,590
Asante 403b Plan $759M · 5,850
Samaritan Health Services Tax Sheltered Annuity Pl $703M · 6,429
Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $337M · 807
Reed College Retirement Plan $255M · 724

Compare St. Charles Health System, Inc. Retireme… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to St. Charles Health System, Inc. Retirement Plan by total assets, not by location.

Sharp Healthcare 403(b) Tax Deferred Retirement Plan (CA) $744M · 19,842
Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan (IL) $745M · 2,241
Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) (CT) $746M · 2,323
Centra Health Matching Tax Deferred Savings Plan (VA) $747M · 7,362

Frequently Asked Questions

How did St. Charles Health System, Inc. Retirement Plan assets move in 2024? ▼

St. Charles Health System, Inc. Retirement Plan grew sharply - up 19.1% during 2024, from $625M to $744M. Reported net income was $119M.

How have St. Charles Health System, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), St. Charles Health System, Inc.'s sponsor-wide assets grew 43.4%, from $519M to $744M.

Where does St. Charles Health System, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼

St. Charles Health System, Inc. Retirement Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to St. Charles Health System, Inc. Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Sharp Healthcare 403(b) Tax Deferred Retirement Plan in CA ($744M, 19,842 participants).

Next read for St. Charles Health System, Inc. Retireme…

Filing takeaways

Ways to act on St. Charles Health System, Inc. Retirement Plan's numbers.

By total assets, St. Charles Health System, Inc. Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Oregon. Compare plans
St. Charles Health System, Inc.'s sponsor-wide assets have grown 43.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930602940.

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.