Other · DOL Form 5500 · 2024
Clatsop Behavioral Healthcare Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $37,390
- Avg per participant Low balance/head
Official DOL plan name: Clatsop Behavioral Healthcare 403(b) Plan · Sponsored by Clatsop Behavioral Healthcare · Oregon · Healthcare & Social Assistance
$5M in assets, 138 participants
Clatsop Behavioral Healthcare's Clatsop Behavioral Healthcare 403(b) Plan reported $5M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #7,738 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oregon
Clatsop Behavioral Healthcare 403(b) Plan covers 138 participants in Oregon, about 31% of the average Oregon filer (state average ~443 per filing). Assets: $5M.
- #7,738
- in Healthcare & Social Assistance (16,916 peers)
- +26.7%
- assets growth YoY
Clatsop Behavioral Healthcare 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Clatsop Behavioral Healthcare 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,159,877 43rd percentile higher than 43% 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
Clatsop Behavioral Healthcare 403(b) 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. Clatsop Behavioral Healthcare 403(b) Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Clatsop Behavioral Healthcare 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Clatsop Behavioral Healthcare 403(b) Plan reported net income rose from $947K in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 930513669 · Clatsop Behavioral Healthcare PY 2024 · Other
Clatsop Behavioral Healthcare 403(b) Plan · $5M · 138 · 43rd
- PCT $5M
- EIN 138
- RANK 43rd
- PHOTO Other
- IND near Hale Kipa Inc. 403b Plan
- EOY ind #7738
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 →
Clatsop Behavioral Healthcare 403(b) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 930513669 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clatsop Behavioral Healthcare)
Sponsor-wide plan assets over time
All Clatsop Behavioral Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 65.03162062036097% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $3M |
| 2023 | 1 | 137 | $4M |
| 2024 | 1 | 138 | $5M |
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
Clatsop Behavioral Healthcare 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Hale Kipa Inc. 403b Plan in HI ($5M); by covered participants it is Belmont Hill School Defined Contribution Retirement Plan in MA (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Belmont Hill School Defined Contribution Retirement Plan (MA) 138 · 0 off
- West Virginia University Foundation DC Retirement Plan (WV) 138 · 0 off
- Professional Care Services 403(b) Plan (TN) 138 · 0 off
- Oceana, Inc. Retirement Plan (DC) 138 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.