Defined Benefit (Pension) · DOL Form 5500 · 2024
Cascade Health Pension Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 98
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $283,241
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of Mckenzie-Willamette Hospital · Sponsored by Cascade Health · Oregon · Healthcare & Social Assistance
$28M in assets, 98 participants
Cascade Health's Retirement Plan for Employees of Mckenzie-Willamette Hospital reported $28M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #13,488 in Healthcare & Social Assistance (16,916 peers)
Where Retirement Plan for Employees of Mckenzie-Willamette Hospital sits by assets
Retirement Plan for Employees of Mckenzie-Willamette Hospital sits in the top quartile of all filed plans by assets, $28M for 98 participants (~$283,241/participant), down 14.8% in 2024.
- #13,488
- in Healthcare & Social Assistance (16,916 peers)
- -14.8%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Employees of Mckenzie-Willamette Hospital's outsized position by total assets
Retirement Plan for Employees of Mckenzie-Willamette Hospital vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,757,645 Top 24% higher than 76% 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
Retirement Plan for Employees of Mckenzie-Willamette Hospital among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Mckenzie-Willamette Hospital is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Employees of Mckenzie-Willamette Hospital reported net income fell from $1M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
- Retirement Plan for Employees of Mckenzie-Willamette Hospital end-of-year assets fell from $33M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Retirement Plan for Employees of Mckenzie-Willamette Hospital reported participants fell from 111 in the plan year 2023 filing to 98 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 930421470 · Cascade Health PY 2024 · Defined Benefit (Pension)
Retirement Plan for Employees of Mckenzie-Willamette Hospital · $28M · 98 · 76th
- BOOK $28M
- VS-ST 98
- BOY 76th
- SCH Defined Benefit (Pension)
- EBSA near Amalgamated Bank of Chicago Retirement Plan
- PART ind #13488
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 →
Retirement Plan for Employees of Mckenzie-Willamette Hospital in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$5M |
| Employer EIN | 930421470 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cascade Health)
Sponsor-wide plan assets over time
All Cascade Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 0.6211040702804722% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 347 | $44M |
| 2023 | 2 | 340 | $48M |
| 2024 | 2 | 335 | $45M |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northwest Sheet Metal Workers Pension Plan $1.7B · 4,783
- Xpo Pension Plan $1.5B · 4,421
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.3B · 3,464
- Precision Castparts Corp. Retirement Plan $1.2B · 1,890
- Oregon Retail Employees Pension Plan $1.2B · 21,971
Retirement Plan for Employees of Mckenzie-Willamette Hospital's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Amalgamated Bank of Chicago Retirement Plan in IL ($28M); by covered participants it is Sanford Health Employees' Pension Plan in SD (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.
- Sanford Health Employees' Pension Plan (SD) 98 · 0 off
- Schulte Roth & Zabel LLP Partners' Cash Balance Plan (IL) 98 · 0 off
- Schulte Roth & Zabel LLP Partners' Pension Plan (IL) 98 · 0 off
- The Timken Belts Pension Plan (OH) 98 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.