Other · DOL Form 5500 · 2024
Cascadia Behavioral Healthcare, Inc. Retirement Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 942
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $41,342
- Avg per participant Low balance/head
Official DOL plan name: Cascadia Health Retirement Plan · Sponsored by Cascadia Behavioral Healthcare, Inc. · Oregon · Healthcare & Social Assistance
$39M in assets, 942 participants
Cascadia Behavioral Healthcare, Inc.'s Cascadia Health Retirement Plan reported $39M in total assets and 942 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #14,174 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oregon
Cascadia Health Retirement Plan covers 942 participants in Oregon, 2.1x the typical Oregon plan (state average ~443 per filing). Assets: $39M.
- #14,174
- in Healthcare & Social Assistance (16,916 peers)
- +18.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Cascadia Health Retirement Plan's outsized position by total assets
Cascadia Health Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,944,164 Top 19% higher than 81% 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
Cascadia Health Retirement 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. Cascadia Health Retirement Plan sits mid-pack in the medium band (942 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cascadia Health Retirement Plan end-of-year assets rose from $33M in the plan year 2023 filing to $39M in the plan year 2024 filing.
- Cascadia Health Retirement Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Cascadia Health Retirement Plan reported participants rose from 888 in the plan year 2023 filing to 942 in the plan year 2024 filing.
DOL schedule card
Filing strip 930770054 · Cascadia Behavioral Healthcare, Inc. PY 2024 · Other
Cascadia Health Retirement Plan · $39M · 942 · 81st
- PART $39M
- PART 942
- PART 81st
- PART Other
- PART near East Coast Migrant Head Start Project Retirement Savings Plan
- PART ind #14174
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 →
Cascadia Health Retirement Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $6M |
| Employer EIN | 930770054 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cascadia Behavioral Healthcare, Inc.)
Sponsor-wide plan assets over time
All Cascadia Behavioral Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 41.772302860097824% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 754 | $27M |
| 2023 | 1 | 888 | $33M |
| 2024 | 1 | 942 | $39M |
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
Cascadia Health Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is East Coast Migrant Head Start Project Retirement Savings Plan in NC ($39M); by covered participants it is Berklee College of Music, Inc. 403(b) Retirement Savings Plan in MA (942 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- East Coast Migrant Head Start Project Retirement Savings Plan (NC) $39M · 1,048
- The David and Lucile Packard Foundation Employee Contribution Retirement Plan (CA) $39M · 100
- The Osborn 403(b) Defined Contribution Retirement Plan (NY) $39M · 798
- Chesapeake Bay Foundation, Inc. 403(b) Plan (MD) $39M · 221
Similar participant headcount
Nearest other-state filings by covered participants (942 participants); asset peers above are excluded.
- Berklee College of Music, Inc. 403(b) Retirement Savings Plan (MA) 942 · 0 off
- Institute on Aging 403(b) Plan (CA) 943 · 1 off
- Rhode Island School of Design Retirement Plan (RI) 940 · 2 off
- Excelsior University Supplemental 403(b) Plan (NY) 938 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.