Asante 401(k) and pension plans

Asante, Medford, OR. EIN 93-0223960. Annual reports 2009–2024. Also filed as Asante Health System.

Asante has 2 active retirement plans on file. The largest is the Asante 403B Plan, with 7,757 participants and $759 million in assets in 2024. Fidelity has been its recordkeeper since 2021.

Active plans: 2
Participants: 8,002
Plan assets: $789 million
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Asante 403B Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 93-0223960
Participants (2024): 7,757
Net assets (2024): $759 million
Recordkeeper: FidelityEarlier: Transamerica (2009–2020)
Plan administrator: Asante
2635 Siskiyou BLVD.
Medford, OR 97504
(541) 789-4419As filed for 2024
In effect since: May 1, 1996

Plans merged into this one: Ashland Community Hospital 403(b) Plan (2016).

Earlier sponsor: Asante Health System (2009–2014).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,757	$759 million	Fidelity
2023	8,230	$684 million	Fidelity
2022	7,487	$563 million	Fidelity
2021	7,521	$669 million	Fidelity
2020	7,478	$573 million	Transamerica
2019	7,069	$494 million	Transamerica
2018	7,415	$406 million	Transamerica
2017	6,678	$283 million	Transamerica
2016	6,189	$225 million	Transamerica
2015	5,732	$194 million	Transamerica
2014	5,127	$195 million	Transamerica
2013	4,746	$179 million	Transamerica
2012	4,412	$151 million	Transamerica
2011	4,533	$135 million	Transamerica
2010	4,439	$131 million	Transamerica
2009	4,480	$114 million	Transamerica

Ashland Community Hospital Retirement Plan

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 93-0223960
Participants (2024): 245
Net assets (2024): $30.7 million
Administered by: FidelityEarlier: Matrix Trust (2021–2022), Transamerica (2019–2020)
Plan administrator: Asante
2635 Siskiyou BLVD.
Medford, OR 97504
(541) 789-4610As filed for 2024
In effect since: July 1, 1996

Year by year, 2019 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	245	$30.7 million	Fidelity
2023	251	$31.2 million	Fidelity
2022	258	$31.4 million	Matrix Trust
2021	264	$30.4 million	Matrix Trust
2020	274	$36.5 million	Transamerica
2019	276	$29.1 million	Transamerica

Asante Retirement Plan and Trust

401(k)Closed

Closed. The plan filed its final annual report for 2019, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 93-0223960
Participants (2018): 2
Net assets (2018): $12,065
Recordkeeper: Transamerica2009–2019
Plan administrator: Asante
2635 Siskiyou BLVD
Medford, OR 97504
(541) 789-4419As filed for 2019
In effect since: January 1, 1996

Plans merged into this one: Ashland Community Hospital Retirement Savings Plan (2016).

Earlier sponsor: Asante Health System (2009–2014).

Year by year, 2009 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	Transamerica
2018	2	$12,065	Transamerica
2017	5,138	$166 million	Transamerica
2016	6,579	$156 million	Transamerica
2015	5,956	$138 million	Transamerica
2014	5,407	$141 million	Transamerica
2013	4,513	$132 million	Transamerica
2012	4,651	$113 million	Transamerica
2011	4,853	$100 million	Transamerica
2010	4,838	$99.2 million	Transamerica
2009	5,225	$86.6 million	Transamerica

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Asante 403B Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((541) 789-4419). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.