Profit Sharing · DOL Form 5500 · 2024

Tuality Healthcare Profit Sharing Plan

Data updated 2026-07-24

$120M
Total assets: 1,263
Participants: 92nd
Percentile by assets: $95,352
Avg per participant

Official DOL plan name: Tuality Healthcare Performance Retirement Plan - 403(b) · Sponsored by Tuality Healthcare · Oregon · Healthcare & Social Assistance

$120M in assets, 1,263 participants

Tuality Healthcare's Tuality Healthcare Performance Retirement Plan - 403(b) reported $120M in total assets and 1,263 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 116,472 plans)

Coverage in Oregon

Tuality Healthcare Performance Retirement Plan - 403(b) covers 1,263 participants in Oregon, 2.9x the typical Oregon plan (state average ~440 per filing). Assets: $120M.

$120M
total plan assets (2024 EOY): 1,263
covered participants: 92nd
percentile by assets (of 116,472 plans): $95,352
avg assets per participant

Tuality Healthcare Performance Retirement Plan - 403(b) reported net income fell from $19M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Tuality Healthcare Performance Retirement Plan - 403(b) end-of-year assets rose from $105M in the plan year 2023 filing to $120M in the plan year 2024 filing.
Tuality Healthcare Performance Retirement Plan - 403(b) reported participants fell from 1,300 in the plan year 2023 filing to 1,263 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Oregon

Industry

Healthcare & Social Assistance

Participants vs Oregon filers

In Oregon, the average filing covers about 440 participants across 1,627 plans. Tuality Healthcare Performance Retirement Plan - 403(b) reports 1,263 participants - 2.9x that state average ($120M EOY assets).

Oregon filing particulars

Total Assets (Beginning of Year)	$105M
Net Assets (End of Year)	$120M
Net Income	$15M
Employer EIN	930430029
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Tuality Healthcare)

Total plan assets by year, all Tuality Healthcare plans on file

Year	Plans	Participants	Total Assets
2022	3	2,247	$169M
2023	3	2,188	$185M
2024	3	2,004	$204M

Nearby Profit Sharing Plans in Oregon

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Tuality Healthcare Performance Retirement Plan - 403(b) vs. nearby Profit Sharing plans in Oregon, assets vs. participants

Les Schwab Profit Sharing Retirement Plan $865M · 5,738
Legacy Health Defined Contribution Retirement Plan $817M · 12,025
Willamette University Defined Contribution Retirement Plan $212M · 730
The Hoffman Employee Retirement Income Plan $191M · 634
Lemnis DC Plan $87M · 10

Compare Tuality Healthcare Performance Retiremen… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Tuality Healthcare Performance Retirement Plan - 403(b) by total assets, not by location.

Central National Gottesman Inc Profit Sharing Plan (NY) $121M · 318
Firsthealth of the Carolinas, Inc. Retirement Growth Plan (NC) $121M · 5,933
Freeman Retirement Plan (MO) $120M · 4,526
Rio Tinto Alcan 401(k) Savings Plan for Former Employees (UT) $119M · N/A

Frequently Asked Questions

How did Tuality Healthcare Performance Retirement Plan - 403(b) assets move in 2024? ▼

Tuality Healthcare Performance Retirement Plan - 403(b) grew at a solid clip - up 14.6% during 2024, from $105M to $120M. Reported net income was $15M.

How have Tuality Healthcare plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Tuality Healthcare's sponsor-wide assets grew 20.7%, from $169M to $204M.

Where does Tuality Healthcare Performance Retirement Plan - 403(b) rank by assets among Form 5500 filers? ▼

Tuality Healthcare Performance Retirement Plan - 403(b) ranks in the 92nd percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Tuality Healthcare Performance Retirement Plan - 403(b)? ▼

Among Profit Sharing plans in other states, the closest by assets is Central National Gottesman Inc Profit Sharing Plan in NY ($121M, 318 participants).

Next read for Tuality Healthcare Performance Retiremen…

Filing takeaways

Ways to act on Tuality Healthcare Performance Retirement Plan - 403(b)'s numbers.

By total assets, Tuality Healthcare Performance Retirement Plan - 403(b) ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Oregon. Compare plans
Tuality Healthcare's sponsor-wide assets have grown 20.7% 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 930430029.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.