Money Purchase · DOL Form 5500 · 2024
Samaritan Health Services Money Purchase Plan
Data updated 2026-08-25
- $321M
- Total assets Above avg plan size
- 5,342
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $60,009
- Avg per participant Low balance/head
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.
- #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.
- #16,275
- in Healthcare & Social Assistance (16,916 peers)
- +11.0%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
Samaritan Health Services Retirement Plan's outsized position by total assets
Samaritan Health Services Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$320,567,569 Top 4% higher than 96% 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 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. Samaritan Health Services Retirement Plan lands in the large band (5,342 participants).
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.
DOL schedule card
Filing strip 930951989 · Samaritan Health Services PY 2024 · Money Purchase
Samaritan Health Services Retirement Plan · $321M · 5,342 · 96th
- EOY $321M
- EOY 5,342
- EOY 96th
- EOY Money Purchase
- EOY near Stationary Engineers Local 39 Annuity Trust Fund
- EOY ind #16275
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 Retirement Plan in the asset neighbourhood
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)
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 Money Purchase Plans in Oregon
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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)
Samaritan Health Services Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Oregon, the nearest Money Purchase by assets is Stationary Engineers Local 39 Annuity Trust Fund in CA ($315M); by covered participants it is Telephone and Data Systems, Inc. Pension Plan in WI (5,326 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($321M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,342 participants); asset peers above are excluded.
- Telephone and Data Systems, Inc. Pension Plan (WI) 5,326 · 16 off
- Local 68 Engineers Union Annuity Plan (NJ) 5,385 · 43 off
- Local 804 Annuity Fund (NY) 5,428 · 86 off
- Ufcw Local 2013 Annuity Fund (NY) 5,516 · 174 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.