Money Purchase · DOL Form 5500 · 2024
Samaritan Health Services Money Purchase Plan
Data updated 2026-08-11
- $321M
- Total assets
- 5,342
- Participants
- 96th
- Percentile by assets
- $60,009
- Avg per participant
Official DOL plan name: Samaritan Health Services Retirement Plan · Sponsored by Samaritan Health Services · Oregon · Healthcare & Social Assistance
$321M in assets, 5,342 participants
Samaritan Health Services's Samaritan Health Services Retirement Plan reported $321M in total assets and 5,342 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #16,275 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oregon
Samaritan Health Services Retirement Plan covers 5,342 participants in Oregon, 12x the typical Oregon plan (state average ~443 per filing). Assets: $321M.
- $321M
- total plan assets (2024 EOY)
- 5,342
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $60,009
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Samaritan Health Services Retirement Plan reported net income fell from $44M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Samaritan Health Services Retirement Plan end-of-year assets rose from $289M in the plan year 2023 filing to $321M in the plan year 2024 filing.
- Samaritan Health Services Retirement Plan reported participants fell from 5,389 in the plan year 2023 filing to 5,342 in the plan year 2024 filing.
Participants vs Oregon filers
In Oregon, the average filing covers about 443 participants across 1,736 plans. Samaritan Health Services Retirement Plan reports 5,342 participants - 12x that state average ($321M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $289M |
|---|---|
| Net Assets (End of Year) | $321M |
| Net Income | $32M |
| Employer EIN | 930951989 |
| Plan Effective Date | 2001-01-01 |
| 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 Money Purchase Plans in Oregon
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Samaritan Health Services Retirement Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
- International Brotherhood of Electrical Workers District No. 9 Pension Plan $2.5B · 29,645
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect $1.1B · 1,562
- Cascade Pension Trust Money Purchase Pension Plan $425M · 2,355
- Local Union 598 Supplemental Pension Plan $166M · 688
- Osu Foundation Retirement Plan $49M · 145
Scale composition for Samaritan Health Services Retirement Plan
Samaritan Health Services Retirement Plan reports $321M in end-of-year assets across 5,342 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $60,009 per participant (43% of the national average assets-per-participant) . Net income for plan year 2024 was $32M.
This plan identity (EIN 930951989, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $245M to $321M (+31.1%) while covered participants moved from 5,816 to 5,342 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,816 | $245M | Open filing |
| 2023 | 5,389 | $289M | Open filing |
| 2024 · index core | 5,342 | $321M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Samaritan Health Services Tax Sheltered Annuity Pl (Other, $703M, 6,429 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Samaritan Health Services Retirement Plan by total assets, not by location.
- Stationary Engineers Local 39 Annuity Trust Fund (CA) $315M · 6,444
- Sacramento Area Electrical Workers Pension and Profit Sharing Plan (CA) $327M · 1,140
- Plumbers & Pipefitters Local 9 Surety Plan (NJ) $311M · 2,205
- Plumbers Union Local No 12 Annuity Plan (MA) $332M · 2,607
Frequently Asked Questions
How did Samaritan Health Services Retirement Plan assets move in 2024? ▼
How have Samaritan Health Services plan assets changed over time? ▼
Where does Samaritan Health Services Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Samaritan Health Services Retirement Plan? ▼
Next read for Samaritan Health Services Retirement Pla…
Filing takeaways
Ways to act on Samaritan Health Services Retirement Plan's numbers.
- By total assets, Samaritan Health Services 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 Money Purchase 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