Other · DOL Form 5500 · 2024
Samaritan Health Services Retirement Plan
Data updated 2026-08-25
- $703M
- Total assets Above avg plan size
- 6,429
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $109,392
- Avg per participant Below avg balance/head
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.
- #16,558 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oregon
Samaritan Health Services Tax Sheltered Annuity Pl covers 6,429 participants in Oregon, 15x the typical Oregon plan (state average ~443 per filing). Assets: $703M.
- #16,558
- in Healthcare & Social Assistance (16,916 peers)
- +14.4%
- assets growth YoY
- 7.1×
- vs typical plan assets (national mean)
Samaritan Health Services Tax Sheltered Annuity Pl's outsized position by total assets
Samaritan Health Services Tax Sheltered Annuity Pl vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$703,282,178 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
Samaritan Health Services Tax Sheltered Annuity Pl'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. Samaritan Health Services Tax Sheltered Annuity Pl lands in the large band (6,429 participants).
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.
DOL schedule card
Filing strip 930951989 · Samaritan Health Services PY 2024 · Other
Samaritan Health Services Tax Sheltered Annuity Pl · $703M · 6,429 · 98th
- TYPE $703M
- NET 6,429
- BOOK 98th
- VS-ST Other
- BOY near Williams College Retirement Income Plan
- SCH ind #16558
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 →
Samaritan Health Services Tax Sheltered Annuity Pl in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Samaritan Health Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 35.65409513918445% vs 2022
- 2024 filing year
| 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.
- 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
- University of Portland Defined Contribution and Tax Deferred Annuity $263M · 785
Scale composition for Samaritan Health Services Tax Sheltered Annuity Pl
Samaritan Health Services Tax Sheltered Annuity Pl reports $703M in end-of-year assets across 6,429 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $109,392 per participant (79% of the national average assets-per-participant) . Net income for plan year 2024 was $89M.
This plan identity (EIN 930951989, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $510M to $703M (+37.8%) while covered participants moved from 6,068 to 6,429 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,068 | $510M | Open filing |
| 2023 | 6,234 | $615M | Open filing |
| 2024 · index core | 6,429 | $703M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Samaritan Health Services Retirement Plan (Money Purchase, $321M, 5,342 participants)
Samaritan Health Services Tax Sheltered Annuity Pl's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Williams College Retirement Income Plan in MA ($701M); by covered participants it is Roper St. Francis Healthcare 403(b) Plan in SC (6,443 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($703M here).
- Williams College Retirement Income Plan (MA) $701M · 1,475
- The Members Retirement Plan (IL) $699M · 3,501
- Sheet Metal Workers International Association Local 73 Annuity Plan (IL) $708M · 1,764
- Beacon Retirement Savings 403(b) Plan (IN) $695M · 7,707
Similar participant headcount
Nearest other-state filings by covered participants (6,429 participants); asset peers above are excluded.
- Roper St. Francis Healthcare 403(b) Plan (SC) 6,443 · 14 off
- Navicent Health 403(b) Retirement Savings Plan (GA) 6,344 · 85 off
- Nyu Langone Hospital-Long Island 403(b) Plan (NY) 6,321 · 108 off
- Howard University Savings Plan (DC) 6,543 · 114 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.