Other · DOL Form 5500 · 2024

Columbia Lutheran Charities Dba Columbia Memorial Hospital Retirement Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size: 711
Participants Below avg headcount: 84th
Percentile by assets National rank: $71,863
Avg per participant Below avg balance/head

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Official DOL plan name: Columbia Memorial Hospital 403(b) Tax Deferred Annuity · Sponsored by Columbia Lutheran Charities Dba Columbia Memorial Hospital · Oregon · Healthcare & Social Assistance

$51M in assets, 711 participants

Columbia Lutheran Charities Dba Columbia Memorial Hospital's Columbia Memorial Hospital 403(b) Tax Deferred Annuity reported $51M in total assets and 711 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

#14,658 in Healthcare & Social Assistance (16,916 peers)

Where Columbia Memorial Hospital 403(b) Tax Deferred Annuity sits by assets

Columbia Memorial Hospital 403(b) Tax Deferred Annuity sits in the top quartile of all filed plans by assets, $51M for 711 participants (~$71,863/participant), up 14.4% in 2024.

#14,658
in Healthcare & Social Assistance (16,916 peers): +14.4%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

Columbia Memorial Hospital 403(b) Tax Deferred Annuity's outsized position by total assets

Columbia Memorial Hospital 403(b) Tax Deferred Annuity vs every filed plan by assets

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

$51,094,775 Top 16% higher than 84% 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

Columbia Memorial Hospital 403(b) Tax Deferred Annuity 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. Columbia Memorial Hospital 403(b) Tax Deferred Annuity sits mid-pack in the medium band (711 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Columbia Memorial Hospital 403(b) Tax Deferred Annuity reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Columbia Memorial Hospital 403(b) Tax Deferred Annuity end-of-year assets rose from $45M in the plan year 2023 filing to $51M in the plan year 2024 filing.
Columbia Memorial Hospital 403(b) Tax Deferred Annuity reported participants rose from 669 in the plan year 2023 filing to 711 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 930583856 · Columbia Lutheran Charities Dba Columbia Memorial Hospital PY 2024 · Other

Columbia Memorial Hospital 403(b) Tax Deferred Annuity · $51M · 711 · 84th

EOY $51M
EOY 711
EOY 84th
EOY Other
EOY near Monadnock Community Hospital 403(b) Retirement Plan
EOY ind #14658

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 →

End-of-year total assets ($M) among Columbia Memorial Hospital 403(b) Tax Deferred Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$45M
Net Assets (End of Year)	$51M
Net Income	$6M
Employer EIN	930583856
Plan Effective Date	1992-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Columbia Lutheran Charities Dba Columbia Memorial Hospital)

Latest sponsor-wide plan assets: $130M 22.79502628556402% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	3	1,193	$106M
2023	3	1,227	$123M
2024	3	1,379	$130M

Nearby Other Plans in Oregon

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

Columbia Memorial Hospital 403(b) Tax Deferred Annuity vs. nearby Other plans in Oregon, assets vs. participants

Legacy Health 403(b) Plan $2.0B · 14,590
Asante 403b Plan $759M · 5,850
St. Charles Health System, Inc. Retirement Plan $744M · 4,769
Samaritan Health Services Tax Sheltered Annuity Pl $703M · 6,429
Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $337M · 807

Compare Columbia Memorial Hospital 403(b) Tax Deferred Annuity side-by-side with 3 peers →

Columbia Memorial Hospital 403(b) Tax Deferred Annuity's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Monadnock Community Hospital 403(b) Retirement Plan in NH ($51M); by covered participants it is Pediatric Faculty Foundation Defined Contribution Plan in IL (710 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Monadnock Community Hospital 403(b) Retirement Plan (NH) $51M · 572
Sreb Retirement Plan (GA) $51M · 119
Copley Health Systems, Inc. 403(b) Retirement Plan (VT) $51M · 583
Gift of Hope Organ & Tissue Donor Network 403(b) Plan (IL) $51M · 376

Similar participant headcount

Nearest other-state filings by covered participants (711 participants); asset peers above are excluded.

Pediatric Faculty Foundation Defined Contribution Plan (IL) 710 · 1 off
Duncan Regional Hospital 403(b) Plan (OK) 710 · 1 off
Baldwin Wallace University Defined Contribution and Tax Deferred Savings (OH) 712 · 1 off
Lesley University Retirement Plan (MA) 713 · 2 off

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 Columbia Memorial Hospital 403(b) Tax Deferred Annuity assets move in 2024? ▼

Columbia Memorial Hospital 403(b) Tax Deferred Annuity grew at a solid clip - up 14.4% during 2024, from $45M to $51M. Reported net income was $6M.

How have Columbia Lutheran Charities Dba Columbia Memorial Hospital plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Columbia Lutheran Charities Dba Columbia Memorial Hospital's sponsor-wide assets grew 22.8%, from $106M to $130M.

Where does Columbia Memorial Hospital 403(b) Tax Deferred Annuity rank by assets among Form 5500 filers? ▼

Columbia Memorial Hospital 403(b) Tax Deferred Annuity ranks in the 84th 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 Other plans are similar in size to Columbia Memorial Hospital 403(b) Tax Deferred Annuity? ▼

Among Other plans in other states, the closest by assets is Monadnock Community Hospital 403(b) Retirement Plan in NH ($51M, 572 participants).

Which Other plans cover a similar participant headcount to Columbia Memorial Hospital 403(b) Tax Deferred Annuity? ▼

Among Other plans in other states, the closest by covered participants is Pediatric Faculty Foundation Defined Contribution Plan in IL (710 participants, $553M 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 930583856.