Other · DOL Form 5500 · 2024
Samaritan Health Services Retirement Plan
Data updated 2026-07-24
- $703M
- Total assets
- 6,429
- Participants
- 98th
- Percentile by assets
- $109,392
- Avg per participant
Official DOL plan name: Samaritan Health Services Tax Sheltered Annuity Pl · Sponsored by Samaritan Health Services · Oregon · Healthcare & Social Assistance
$703M in assets, 6,429 participants
Samaritan Health Services's Samaritan Health Services Tax Sheltered Annuity Pl reported $703M in total assets and 6,429 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
Samaritan Health Services Tax Sheltered Annuity Pl covers 6,429 participants in Oregon, 15x the typical Oregon plan (state average ~440 per filing). Assets: $703M.
- $703M
- total plan assets (2024 EOY)
- 6,429
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $109,392
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Samaritan Health Services Tax Sheltered Annuity Pl reported net income fell from $104M in the plan year 2023 filing to $89M in the plan year 2024 filing.
- Samaritan Health Services Tax Sheltered Annuity Pl end-of-year assets rose from $615M in the plan year 2023 filing to $703M in the plan year 2024 filing.
- Samaritan Health Services Tax Sheltered Annuity Pl reported participants rose from 6,234 in the plan year 2023 filing to 6,429 in the plan year 2024 filing.
Participants vs Oregon filers
In Oregon, the average filing covers about 440 participants across 1,627 plans. Samaritan Health Services Tax Sheltered Annuity Pl reports 6,429 participants - 15x that state average ($703M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $615M |
|---|---|
| Net Assets (End of Year) | $703M |
| Net Income | $89M |
| Employer EIN | 930951989 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samaritan Health Services)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,884 | $755M |
| 2023 | 2 | 11,623 | $903M |
| 2024 | 2 | 11,771 | $1.0B |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
Samaritan Health Services Tax Sheltered Annuity Pl vs. nearby Other plans in Oregon, assets vs. participants
- Legacy Health 403(b) Plan $2.0B · 14,590
- Asante 403b Plan $759M · 5,850
- St. Charles Health System, Inc. Retirement Plan $744M · 4,769
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $337M · 807
- Reed College Retirement Plan $255M · 724
Similar-Sized Other Plans Nationally
Other plans in other states closest to Samaritan Health Services Tax Sheltered Annuity Pl by total assets, not by location.
- Williams College Retirement Income Plan (MA) $701M · 1,475
- Beacon Retirement Savings 403(b) Plan (IN) $695M · 7,707
- Bhs Partnership 403b Pension Plan (MA) $694M · 4,203
- Seton Hall University Retirement Plan (NJ) $691M · 1,249
Frequently Asked Questions
How did Samaritan Health Services Tax Sheltered Annuity Pl assets move in 2024? ▼
How have Samaritan Health Services plan assets changed over time? ▼
Where does Samaritan Health Services Tax Sheltered Annuity Pl rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Samaritan Health Services Tax Sheltered Annuity Pl? ▼
Next read for Samaritan Health Services Tax Sheltered …
Filing takeaways
Ways to act on Samaritan Health Services Tax Sheltered Annuity Pl's numbers.
- By total assets, Samaritan Health Services Tax Sheltered Annuity Pl 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
- Samaritan Health Services's sponsor-wide assets have grown 35.7% 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 930951989.
Read our methodology - how this data is sourced, computed, and verified.