Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Columbia Memorial Hospital Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Columbia Memorial Hospital ยท Oregon ยท Healthcare & Social Assistance

What the 2023 filing shows

Columbia Memorial Hospital Retirement Plan holds $50M for 37 participants - about $1.4M per participant, down 6.4% over the 2024 plan year.

$50M
total plan assets (2024 EOY)
37
covered participants
$1.4M
avg assets per participant
-6.4%
assets change YoY

The plan reported a net loss of $3M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$50M
Participants
37
State
Industry
Healthcare & Social Assistance

What the Filing Says About Columbia Memorial Hospital Retirement Plan

Columbia Memorial Hospital Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Columbia Memorial Hospital, headquartered in Oregon. As of the 2024 Form 5500 filing, the plan reports $50M in total end-of-year assets and covers 37 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 930583856, and the plan has been effective since 1976-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $54M at the beginning of 2024 to $50M at year-end โ€” a decline of 6.4%. Net assets (after liabilities) closed the year at $50M, with reported net income of $-3,439,299 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$54M
Total Assets (End of Year)$50M
Net Assets (End of Year)$50M
Net Income$-3,439,299
Plan TypeDefined Benefit (Pension)
Employer EIN930583856
Plan Effective Date1976-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbia Memorial Hospital)

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

Nearby Defined Benefit (Pension) Plans in Oregon

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Frequently Asked Questions

How much money is in the Columbia Memorial Hospital Retirement Plan?
As of the 2024 Form 5500 filing, Columbia Memorial Hospital Retirement Plan holds $50M in total assets with 37 participants. It is sponsored by Columbia Memorial Hospital.
What type of plan is Columbia Memorial Hospital Retirement Plan?
Columbia Memorial Hospital Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1976-04-01. The plan is filed with the U.S. Department of Labor under EIN 930583856.
Who sponsors the Columbia Memorial Hospital Retirement Plan?
Columbia Memorial Hospital Retirement Plan is sponsored by Columbia Memorial Hospital, located in Oregon. The sponsor's EIN is 930583856 and the plan operates in the Healthcare & Social Assistance industry.
How did Columbia Memorial Hospital Retirement Plan perform in 2024?
Columbia Memorial Hospital Retirement Plan declined by 6.4% during 2024, moving from $54M to $50M in total assets. Net income was $-3,439,299.
Where can I find official filings for Columbia Memorial Hospital Retirement Plan?
Official Form 5500 filings for Columbia Memorial Hospital Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 930583856 or plan name at efast.dol.gov.
How does Columbia Memorial Hospital Retirement Plan compare to other plans?
You can compare Columbia Memorial Hospital Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 930583856.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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