Other · DOL Form 5500 · 2024
Virginia Garcia Memorial Health Center Retirement Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 139
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $335,298
- Avg per participant High balance/head
Official DOL plan name: Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan · Sponsored by Virginia Garcia Memorial Health Center · Oregon · Healthcare & Social Assistance
$47M in assets, 139 participants
Virginia Garcia Memorial Health Center's Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan reported $47M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #14,488 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oregon
Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan covers 139 participants in Oregon, about 31% of the average Oregon filer (state average ~443 per filing). Assets: $47M.
- #14,488
- in Healthcare & Social Assistance (16,916 peers)
- +10.7%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan's outsized position by total assets
Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$46,606,381 Top 17% higher than 83% 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
Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan 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. Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan sits mid-pack in the medium band (139 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan reported participants fell from 661 in the plan year 2023 filing to 139 in the plan year 2024 filing.
- Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan end-of-year assets rose from $42M in the plan year 2023 filing to $47M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 930717997 · Virginia Garcia Memorial Health Center PY 2024 · Other
Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan · $47M · 139 · 83rd
- BOY $47M
- BOY 139
- BOY 83rd
- BOY Other
- BOY near Museum of Science Savings Plan
- BOY ind #14488
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 →
Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $4M |
| Employer EIN | 930717997 |
| Plan Effective Date | 1993-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Virginia Garcia Memorial Health Center)
Sponsor-wide plan assets over time
All Virginia Garcia Memorial Health Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 32.6002199496632% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 606 | $35M |
| 2023 | 1 | 661 | $42M |
| 2024 | 1 | 139 | $47M |
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
- 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
Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Museum of Science Savings Plan in MA ($47M); by covered participants it is Westchester Institute for Human Development 403(b) DC Plan in NY (139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- Museum of Science Savings Plan (MA) $47M · 376
- Graduate Management Admission Council Retirement Plan (VA) $47M · 112
- University Corporation for Advanced Internet Devel Defined Contribution Retirement Plan (MI) $47M · 136
- The Metropolitan Museum of Art 403(b) Voluntary Contribution Plan (NY) $47M · 733
Similar participant headcount
Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.