Other · DOL Form 5500 · 2022

University of Western States Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
134
Participants Small participant base
84th
Percentile by assets National rank
$255,121
Avg per participant Above avg balance/head
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Official DOL plan name: University of Western States 403(b) Plan · Sponsored by University of Western States · Oregon · Educational Services

$34M in assets, 134 participants

University of Western States's University of Western States 403(b) Plan reported $34M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,855 in Educational Services (4,024 peers)

Coverage in Oregon

University of Western States 403(b) Plan covers 134 participants in Oregon, about 30% of the average Oregon filer (state average ~443 per filing). Assets: $34M.

#2,855
in Educational Services (4,024 peers)
-11.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University of Western States 403(b) Plan's outsized position by total assets

University of Western States 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$34,186,261 Top 16% higher than 84% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

University of Western States 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Western States 403(b) Plan sits mid-pack in the medium band (134 participants).

Plan-year Form 5500 strip

Filing strip 930309970 · University of Western States PY 2022 · Other

University of Western States 403(b) Plan · $34M · 134 · 84th

  • EOY $34M
  • 5500 134
  • ASSETS 84th
  • PCT Other
  • EIN near Mt. Washington Pediatric Hospital 403(b) Plan
  • RANK ind #2855

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 →

University of Western States 403(b) Plan in the asset neighbourhood

Mt. Washington Pediatric Hospital 403(b) PlanMt. Washington Pediatric Hos…$34MHuggins Hospital Retirement Savings PlanHuggins Hospital Retirement …$34MBirch Wathen Lenox School Defined Contribution Retirement PlanBirch Wathen Lenox School De…$34MUniversity of Western States 403(b) PlanUniversity of Western States…$34MMaryville College Defined Contribution RetirementMaryville College Defined Co…$34M
End-of-year total assets ($M) among University of Western States 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$34M
Net Income-$4M
Employer EIN930309970
Plan Effective Date1975-08-13
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Western States)

Sponsor-wide plan assets over time

All University of Western States plans reported in each filing year

Latest sponsor-wide plan assets
$39M 14.174258483546943% vs 2022
2024 filing year
$32M$34M$36M$38M$40M 202220232024 $34.2M $39M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 134 $34M
2023 1 133 $38M
2024 1 121 $39M

Nearby Other Plans in Oregon

Peer Other plans, same state, same plan type, ranked by total assets.

University of Western States 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants University of Western States 403(b) Plan, Total assets ($B): 0.034186261 · Participants: 134University of Western States 403(b) PlanLegacy Health 403(b) Plan, Total assets ($B): 1.423656998 · Participants: 13568Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.562756788 · Participants: 5704Asante 403b PlanSt. Charles Health System Retirement Plan, Total assets ($B): 0.518895741 · Participants: 4485St. Charles Health System Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.51018806 · Participants: 6068Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.279686671 · Participants: 774Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
University of Western States 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare University of Western States 403(b) Plan side-by-side with 3 peers →

University of Western States 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Mt. Washington Pediatric Hospital 403(b) Plan in MD ($34M); by covered participants it is Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan in FL (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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.

Frequently Asked Questions

How did University of Western States 403(b) Plan assets move in 2022? ▼
University of Western States 403(b) Plan pulled back noticeably - down 11.0% during 2022, from $38M to $34M. Reported net income was -$4M.
How have University of Western States plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Western States's sponsor-wide assets grew 14.2%, from $34M to $39M.
Where does University of Western States 403(b) Plan rank by assets among Form 5500 filers? ▼
University of Western States 403(b) Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to University of Western States 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Mt. Washington Pediatric Hospital 403(b) Plan in MD ($34M, 663 participants).
Which Other plans cover a similar participant headcount to University of Western States 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan in FL (134 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930309970.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.