ST. Charles Health System retirement plans

ST. Charles Health System, Inc., Bend, OR. EIN 93-0602940. Annual reports 2009–2024. Also filed as ST Charles Health System; ST. Charles Health System.

ST. Charles Health System, Inc. has one active retirement plan on file, the ST. Charles Health System, Inc. Retirement Plan, with 6,419 participants and $744 million in assets in 2024. Fidelity has been its recordkeeper since 2012. No traditional pension plan appears in ST. Charles Health System's filings since 2009.

Active plans: 1
Participants: 6,419
Plan assets: $744 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Health care

The plan

ST. Charles Health System, Inc. Retirement Plan

403(b)Active

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

Plan number: 001Employer EIN 93-0602940
Participants (2024): 6,419
Net assets (2024): $744 million
Recordkeeper: FidelityEarlier: Voya (2010–2011)
Plan administrator: ST. Charles Health System, Inc.
2500 Ne Neff RD
Bend, OR 97701
(541) 706-7707As filed for 2024
In effect since: November 1, 1969

Earlier plan names: ST Charles Health System Retirement Plan; ST. Charles Health System Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,419	$744 million	Fidelity
2023	6,155	$625 million	Fidelity
2022	5,771	$519 million	Fidelity
2021	5,782	$607 million	Fidelity
2020	5,536	$522 million	Fidelity
2019	5,318	$439 million	Fidelity
2018	5,098	$357 million	Fidelity
2017	4,994	$372 million	Fidelity
2016	4,862	$305 million	Fidelity
2015	4,365	$270 million	Fidelity
2014	4,029	$266 million	Fidelity
2013	3,761	$249 million	Fidelity
2012	3,632	$207 million	Fidelity
2011	3,530	$188 million	Voya
2010	3,446	$181 million	Voya
2009	3,215	$154 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the ST. Charles Health System, Inc. Retirement 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) 706-7707). That number was filed for 2024; ask for the benefits or retirement plan office.
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.

The plan

ST. Charles Health System, Inc. Retirement Plan

If you had money in one of these plans

What these numbers are

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