Defined Benefit (Pension) · DOL Form 5500 · 2024

Tuality Healthcare Pension Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
218
Participants Below avg headcount
88th
Percentile by assets National rank
$326,650
Avg per participant High balance/head
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Official DOL plan name: Tuality Healthcare Retirement Plan · Sponsored by Tuality Healthcare · Oregon · Healthcare & Social Assistance

$71M in assets, 218 participants

Tuality Healthcare's Tuality Healthcare Retirement Plan reported $71M in total assets and 218 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,123 in Healthcare & Social Assistance (16,916 peers)

Coverage in Oregon

Tuality Healthcare Retirement Plan covers 218 participants in Oregon, about 49% of the average Oregon filer (state average ~443 per filing). Assets: $71M.

#15,123
in Healthcare & Social Assistance (16,916 peers)
+5.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Tuality Healthcare Retirement Plan's outsized position by total assets

Tuality Healthcare Retirement Plan vs every filed plan by assets

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

$71,209,591 Top 12% higher than 88% 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 Retirement 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 Retirement Plan sits mid-pack in the medium band (218 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tuality Healthcare Retirement Plan reported net income rose from -$3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Tuality Healthcare Retirement Plan reported participants fell from 253 in the plan year 2023 filing to 218 in the plan year 2024 filing.
  • Tuality Healthcare Retirement Plan end-of-year assets rose from $67M in the plan year 2023 filing to $71M 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 Retirement Plan · $71M · 218 · 88th

  • EIN $71M
  • EIN 218
  • EIN 88th
  • EIN Defined Benefit (Pension)
  • EIN near Mag Mutual Insurance Company Defined Benefit Plan
  • EIN ind #15123

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 Retirement Plan in the asset neighbourhood

The J. M. Smucker Company Represented Employees' Retirement PlanThe J. M. Smucker Company Re…$71MPension Plan for Employees of Magnesita Refractories CompanyPension Plan for Employees o…$71MCopic Companies Defined Benefit Pension Plan and TrustCopic Companies Defined Bene…$71MTuality Healthcare Retirement PlanTuality Healthcare Retiremen…$71MMag Mutual Insurance Company Defined Benefit PlanMag Mutual Insurance Company…$71M
End-of-year total assets ($M) among Tuality Healthcare Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$71M
Net Income$4M
Employer EIN930430029
Plan Effective Date1967-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tuality Healthcare)

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

Nearby Defined Benefit (Pension) Plans in Oregon

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

Tuality Healthcare Retirement 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 ($B) Participants Tuality Healthcare Retirement Plan, Total assets ($B): 0.071209591 · Participants: 218Tuality Healthcare Retirement 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 Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Tuality Healthcare Retirement Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Mag Mutual Insurance Company Defined Benefit Plan in GA ($71M); by covered participants it is Sunmark Credit Union Cash Balance Retirement Pension Plan in NY (218 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (218 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 Retirement Plan assets move in 2024? ▼
Tuality Healthcare Retirement Plan grew at a solid clip - up 5.5% during 2024, from $67M to $71M. Reported net income was $4M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Tuality Healthcare Retirement Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Tuality Healthcare Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mag Mutual Insurance Company Defined Benefit Plan in GA ($71M, 59 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tuality Healthcare Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sunmark Credit Union Cash Balance Retirement Pension Plan in NY (218 participants, $26M 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.