Other · DOL Form 5500 · 2024
ASANTE Retirement Plan
Data updated 2026-08-25
- $759M
- Total assets Above avg plan size
- 5,850
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $129,664
- Avg per participant Near avg balance/head
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.
- #16,588 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oregon
Asante 403b Plan covers 5,850 participants in Oregon, 13x the typical Oregon plan (state average ~443 per filing). Assets: $759M.
- #16,588
- in Healthcare & Social Assistance (16,916 peers)
- +10.9%
- assets growth YoY
- 7.6×
- vs typical plan assets (national mean)
Asante 403b Plan's outsized position by total assets
Asante 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$758,534,257 Top 2% higher than 98% 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
Asante 403b Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Asante 403b Plan lands in the large band (5,850 participants).
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.
EBSA filing schedule strip
Filing strip 930223960 · ASANTE PY 2024 · Other
Asante 403b Plan · $759M · 5,850 · 98th
- BOY $759M
- BOY 5,850
- BOY 98th
- BOY Other
- BOY near Methodist Health System 403(b) Plan
- BOY ind #16588
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 →
Asante 403b Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All ASANTE plans reported in each filing year
- Latest sponsor-wide plan assets
- $789M 32.84175247492441% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,738 | $594M |
| 2023 | 2 | 5,713 | $715M |
| 2024 | 2 | 5,872 | $789M |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- University of Portland Defined Contribution and Tax Deferred Annuity $263M · 785
Scale composition for Asante 403b Plan
Asante 403b Plan reports $759M in end-of-year assets across 5,850 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $129,664 per participant (94% of the national average assets-per-participant) . Net income for plan year 2024 was $75M.
This plan identity (EIN 930223960, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $563M to $759M (+34.8%) while covered participants moved from 5,704 to 5,850 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,704 | $563M | Open filing |
| 2023 | 5,682 | $684M | Open filing |
| 2024 · index core | 5,850 | $759M | This page |
Asante 403b Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Methodist Health System 403(b) Plan in TX ($759M); by covered participants it is Luminis Health Retirement Plan in MD (5,862 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($759M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,850 participants); asset peers above are excluded.
- Luminis Health Retirement Plan (MD) 5,862 · 12 off
- Appalachian Regional Healthcare, Inc. Thrift Plan (KY) 5,919 · 69 off
- Retirement Savings Plan III (FL) 5,930 · 80 off
- Firsthealth of the Carolinas, Inc. Matching Savings Plan (NC) 5,933 · 83 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.