Other · DOL Form 5500 · 2024
St. Charles Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $744M
- Total assets Above avg plan size
- 4,769
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $156,007
- Avg per participant Above avg balance/head
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.
- #16,579 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oregon
St. Charles Health System, Inc. Retirement Plan covers 4,769 participants in Oregon, 11x the typical Oregon plan (state average ~443 per filing). Assets: $744M.
- #16,579
- in Healthcare & Social Assistance (16,916 peers)
- +19.1%
- assets growth YoY
- 7.5×
- vs typical plan assets (national mean)
St. Charles Health System, Inc. Retirement Plan's outsized position by total assets
St. Charles Health System, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$743,995,780 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
St. Charles Health System, Inc. Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Charles Health System, Inc. Retirement Plan lands in the large band (4,769 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
EBSA filing schedule strip
Filing strip 930602940 · St. Charles Health System, Inc. PY 2024 · Other
St. Charles Health System, Inc. Retirement Plan · $744M · 4,769 · 98th
- IND $744M
- IND 4,769
- IND 98th
- IND Other
- IND near Sharp Healthcare 403(b) Tax Deferred Retirement Plan
- IND ind #16579
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 →
St. Charles Health System, Inc. Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All St. Charles Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $744M 43.380590976945406% vs 2022
- 2024 filing year
| 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.
- 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
- University of Portland Defined Contribution and Tax Deferred Annuity $263M · 785
St. Charles Health System, Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Sharp Healthcare 403(b) Tax Deferred Retirement Plan in CA ($744M); by covered participants it is White Plains Hospital Center 403(b) Defined Contribution Retirement Program in NY (4,783 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($744M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (4,769 participants); asset peers above are excluded.
- White Plains Hospital Center 403(b) Defined Contribution Retirement Program (NY) 4,783 · 14 off
- Rochester Institute of Technology Retirement Savings Plan (NY) 4,754 · 15 off
- Touro 403(b) Plan (NY) 4,788 · 19 off
- Torrance Health Association 403(b) Plan (CA) 4,811 · 42 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.