Other · DOL Form 5500 · 2022
Catlin Gabel School Retirement Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 241
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $180,956
- Avg per participant Above avg balance/head
Official DOL plan name: Catlin Gabel School Retirement Plan · Sponsored by Catlin Gabel School · Oregon · Educational Services
$44M in assets, 241 participants
Catlin Gabel School's Catlin Gabel School Retirement Plan reported $44M in total assets and 241 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #3,042 in Educational Services (4,024 peers)
Where Catlin Gabel School Retirement Plan sits by assets
Catlin Gabel School Retirement Plan sits in the top quartile of all filed plans by assets, $44M for 241 participants (~$180,956/participant), down 15.3% in 2022.
- #3,042
- in Educational Services (4,024 peers)
- -15.3%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Catlin Gabel School Retirement Plan's outsized position by total assets
Catlin Gabel School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$43,610,509 Top 13% higher than 87% 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
Catlin Gabel School Retirement 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. Catlin Gabel School Retirement Plan sits mid-pack in the medium band (241 participants).
DOL schedule card
Filing strip 930386804 · Catlin Gabel School PY 2022 · Other
Catlin Gabel School Retirement Plan · $44M · 241 · 87th
- PCT $44M
- EIN 241
- RANK 87th
- PHOTO Other
- IND near Tiaa Cref Retirement Plan for Hamden Hall Country Day School
- EOY ind #3042
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 →
Catlin Gabel School Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | -$8M |
| Employer EIN | 930386804 |
| Plan Effective Date | 1993-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Catlin Gabel School)
Sponsor-wide plan assets over time
All Catlin Gabel School plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 20.378154724128535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 241 | $44M |
| 2023 | 1 | 207 | $49M |
| 2024 | 1 | 214 | $52M |
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
Catlin Gabel School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Tiaa Cref Retirement Plan for Hamden Hall Country Day School in CT ($44M); by covered participants it is Kenneth Young Center 403(b) Plan in IL (241 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
Similar participant headcount
Nearest other-state filings by covered participants (241 participants); asset peers above are excluded.
- Kenneth Young Center 403(b) Plan (IL) 241 · 0 off
- Pana Community Hospital Employees' Tax Deferred Annuity Plan (IL) 241 · 0 off
- Denver Botanic Gardens, Inc. 403(b) Plan (CO) 241 · 0 off
- Community Healthcare of Texas 403b Plan (TX) 241 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.