Defined Benefit (Pension) · DOL Form 5500 · 2024

Tuality Healthcare Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
523
Participants Below avg headcount
61st
Percentile by assets National rank
$24,336
Avg per participant Low balance/head
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Official DOL plan name: Tuality Healthcare Cash Balance Pension Plan · Sponsored by Tuality Healthcare · Oregon · Healthcare & Social Assistance

$13M in assets, 523 participants

Tuality Healthcare's Tuality Healthcare Cash Balance Pension Plan reported $13M in total assets and 523 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,195 in Healthcare & Social Assistance (16,916 peers)

Tuality Healthcare multi-year trail

Tuality Healthcare's plans moved +20.7% in assets from 2022 to 2024; this filing shows Tuality Healthcare Cash Balance Pension Plan at $13M / 523 participants.

#11,195
in Healthcare & Social Assistance (16,916 peers)
+5.3%
assets growth YoY

Tuality Healthcare Cash Balance Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tuality Healthcare Cash Balance Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$12,727,881 Top 39% higher than 61% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Tuality Healthcare Cash Balance Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tuality Healthcare Cash Balance Pension Plan sits mid-pack in the medium band (523 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tuality Healthcare Cash Balance Pension Plan reported net income rose from $197K in the plan year 2023 filing to $638K in the plan year 2024 filing.
  • Tuality Healthcare Cash Balance Pension Plan reported participants fell from 635 in the plan year 2023 filing to 523 in the plan year 2024 filing.
  • Tuality Healthcare Cash Balance Pension Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 930430029 · Tuality Healthcare PY 2024 · Defined Benefit (Pension)

Tuality Healthcare Cash Balance Pension Plan · $13M · 523 · 61st

  • BOY $13M
  • BOY 523
  • BOY 61st
  • BOY Defined Benefit (Pension)
  • BOY near University Neurosurgical Associates, P.C. Vip Plan
  • BOY ind #11195

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 →

Tuality Healthcare Cash Balance Pension Plan in the asset neighbourhood

Peachtree Orthopedics Pension PlanPeachtree Orthopedics Pensio…$13MTuality Healthcare Cash Balance Pension PlanTuality Healthcare Cash Bala…$13MUniversity Neurosurgical Associates, P.C. Vip PlanUniversity Neurosurgical Ass…$13MLocal 74 Uswu Pension Fund$13MAlfred Conhagen, Inc. Pension PlanAlfred Conhagen, Inc. Pensio…$13M
End-of-year total assets ($M) among Tuality Healthcare Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Tuality Healthcare multi-year asset trail

Sponsor-wide plan assets over time

All Tuality Healthcare plans reported in each filing year

Latest sponsor-wide plan assets
$204M 20.720231857725953% vs 2022
2024 filing year
$160M$180M$200M$220M 202220232024 $169M $204M ▲ +20.7%
Year Plans Participants Total Assets
2022 3 2,247 $169M
2023 3 2,188 $185M
2024 3 2,004 $204M

Tuality Healthcare filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$638K
Employer EIN930430029
Plan Effective Date2012-09-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Oregon

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Tuality Healthcare Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Tuality Healthcare Cash Balance Pension Plan, Total assets ($B): 0.012727881 · Participants: 523Tuality Healthcare Cash Balance Pension PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.692468875 · Participants: 4783Northwest Sheet Metal Workers Pension PlanXpo Pension Plan, Total assets ($B): 1.505341155 · Participants: 4421Xpo Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan, Total assets ($B): 1.268165627 · Participants: 3464Ua Local 290 Plumber, Steamfitter & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 1.203447175 · Participants: 1890Precision Castparts Corp. Retirement PlanOregon Retail Employees Pension Plan, Total assets ($B): 1.166006256 · Participants: 21971Oregon Retail Employees Pension Plan
Tuality Healthcare Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Tuality Healthcare Cash Balance Pension Plan side-by-side with 3 peers →

Tuality Healthcare Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is University Neurosurgical Associates, P.C. Vip Plan in MI ($13M); by covered participants it is Roofers Union Local No.33 Pension Fund in MA (523 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (523 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tuality Healthcare Cash Balance Pension Plan assets move in 2024? ▼
Tuality Healthcare Cash Balance Pension Plan grew at a solid clip - up 5.3% during 2024, from $12M to $13M. Reported net income was $638K.
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.
Which Defined Benefit (Pension) plans are similar in size to Tuality Healthcare Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is University Neurosurgical Associates, P.C. Vip Plan in MI ($13M, 102 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tuality Healthcare Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Roofers Union Local No.33 Pension Fund in MA (523 participants, $139M in assets).

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.