Other · DOL Form 5500 · 2024
ASANTE Retirement Plan
Data updated 2026-07-24
- $759M
- Total assets
- 5,850
- Participants
- 98th
- Percentile by assets
- $129,664
- Avg per participant
Official DOL plan name: Asante 403b Plan · Sponsored by ASANTE · Oregon · Healthcare & Social Assistance
$759M in assets, 5,850 participants
ASANTE's Asante 403b Plan reported $759M in total assets and 5,850 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 116,472 plans)
Coverage in Oregon
Asante 403b Plan covers 5,850 participants in Oregon, 13x the typical Oregon plan (state average ~440 per filing). Assets: $759M.
- $759M
- total plan assets (2024 EOY)
- 5,850
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $129,664
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Asante 403b Plan reported net income fell from $121M in the plan year 2023 filing to $75M in the plan year 2024 filing.
- Asante 403b Plan end-of-year assets rose from $684M in the plan year 2023 filing to $759M in the plan year 2024 filing.
- Asante 403b Plan reported participants rose from 5,682 in the plan year 2023 filing to 5,850 in the plan year 2024 filing.
Participants vs Oregon filers
In Oregon, the average filing covers about 440 participants across 1,627 plans. Asante 403b Plan reports 5,850 participants - 13x that state average ($759M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $684M |
|---|---|
| Net Assets (End of Year) | $759M |
| Net Income | $75M |
| Employer EIN | 930223960 |
| Plan Effective Date | 1996-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ASANTE)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,738 | $594M |
| 2023 | 2 | 5,713 | $715M |
| 2024 | 1 | 5,850 | $759M |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
Asante 403b Plan vs. nearby Other plans in Oregon, assets vs. participants
- Legacy Health 403(b) Plan $2.0B · 14,590
- 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
- Reed College Retirement Plan $255M · 724
Similar-Sized Other Plans Nationally
Other plans in other states closest to Asante 403b Plan by total assets, not by location.
- Methodist Health System 403(b) Plan (TX) $759M · 10,343
- Shriners Hospitals for Children Retirement Savings Plan (FL) $762M · 4,598
- The Mary Imogene Bassett Hospital Retirement Plan (NY) $755M · 3,853
- IBEW Local 613 Defined Contribution Pension Plan (GA) $752M · 4,682
Frequently Asked Questions
How did Asante 403b Plan assets move in 2024? ▼
How have ASANTE plan assets changed over time? ▼
Where does Asante 403b Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Asante 403b Plan? ▼
Next read for Asante 403b Plan
Filing takeaways
Ways to act on Asante 403b Plan's numbers.
- By total assets, Asante 403b Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Oregon. Compare plans
- ASANTE's sponsor-wide assets have grown 27.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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 930223960.
Read our methodology - how this data is sourced, computed, and verified.