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ST. MARY'S HOME — ST MARYS HOME 403B PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250403185413NAL0006116659001
ST. MARY'S HOME
Form 5500-SF
FILING_RECEIVED
ST MARYS HOME 403B PLAN
403(b) retirement plan
Active participants
102
Accounts w/ balance
88
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ST. MARY'S HOME
.
Find decision makers
Plan sponsor
Name
ST. MARY'S HOME
EIN
93-0391626
Address
16535 SW TUALATIN VALLEY HWY · BEAVERTON, OR · 97003
Phone
(503) 259-3153
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-03
Pension benefit codes
2A · Age/service weighted or new comparability
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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$12.5B
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$8.6B
