Other · DOL Form 5500 · 2022
Oregon Coast Aquarium, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $32,563
- Avg per participant Low balance/head
Official DOL plan name: Oregon Coast Aquarium Retirement Plan · Sponsored by Oregon Coast Aquarium, Inc. · Oregon · Educational Services
$3M in assets, 88 participants
Oregon Coast Aquarium, Inc.'s Oregon Coast Aquarium Retirement Plan reported $3M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #1,086 in Educational Services (4,024 peers)
Oregon Coast Aquarium, Inc. multi-year trail
Oregon Coast Aquarium, Inc.'s plans moved +25.7% in assets from 2022 to 2023; this filing shows Oregon Coast Aquarium Retirement Plan at $3M / 88 participants.
- #1,086
- in Educational Services (4,024 peers)
- -12.9%
- assets change YoY
The plan reported a net loss of $423K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oregon Coast Aquarium Retirement Plan's mid-pack asset rank among Educational Services and all filers
Oregon Coast Aquarium Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,865,537 40th percentile higher than 40% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Oregon Coast Aquarium Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oregon Coast Aquarium Retirement Plan is a small filing (88 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 930877807 · Oregon Coast Aquarium, Inc. PY 2022 · Other
Oregon Coast Aquarium Retirement Plan · $3M · 88 · 40th
- PART $3M
- PART 88
- PART 40th
- PART Other
- PART near St. James Place of Baton Rouge 403(b) Plan
- PART ind #1086
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 Educational Services retirement plans → · Plans in Oregon →
Oregon Coast Aquarium Retirement Plan in the asset neighbourhood
Oregon Coast Aquarium, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Oregon Coast Aquarium, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 25.742783987783092% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 88 | $3M |
| 2023 | 1 | 86 | $4M |
Oregon Coast Aquarium, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$423K |
| Employer EIN | 930877807 |
| Plan Effective Date | 1998-11-02 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $1.4B · 13,568
- Asante 403b Plan $563M · 5,704
- St. Charles Health System Retirement Plan $519M · 4,485
- Samaritan Health Services Tax Sheltered Annuity Pl $510M · 6,068
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $280M · 774
Oregon Coast Aquarium Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is St. James Place of Baton Rouge 403(b) Plan in LA ($3M); by covered participants it is Blackburn University DC Retirement Plan in IL (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- St. James Place of Baton Rouge 403(b) Plan (LA) $3M · 284
- Gulf Coast Social Services 403b (LA) $3M · 454
- Matulaitis Nursing Home, Inc. Retirement Plan (CT) $3M · 132
- Trust Under Grier School Plan (PA) $3M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.