Other · DOL Form 5500 · 2022

Grantmakers for Education Retirement Plan

Data updated 2026-08-25

$871K
Total assets Small plan by assets
9
Participants Small participant base
24th
Percentile by assets National rank
$96,796
Avg per participant Below avg balance/head
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Official DOL plan name: Grantmakers for Education 403 (B) Retirement Plan · Sponsored by Grantmakers for Education · Oregon · Other Services

$871K in assets, 9 participants

Grantmakers for Education's Grantmakers for Education 403 (B) Retirement Plan reported $871K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,939 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Grantmakers for Education 403 (B) Retirement Plan ranks #3,939 of 8,398 2022 filers by assets (2304% of the sector average)-$871K for 9 participants.

#3,939
in Other Services (8,398 peers)
-19.6%
assets change YoY

The plan reported a net loss of $163K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Grantmakers for Education 403 (B) Retirement Plan among the smaller filed plans by assets

Grantmakers for Education 403 (B) Retirement Plan vs every filed plan by assets

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

$871,165 24th percentile higher than 24% 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

Grantmakers for Education 403 (B) Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grantmakers for Education 403 (B) Retirement Plan is a micro filing (9 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 330919329 · Grantmakers for Education PY 2022 · Other

Grantmakers for Education 403 (B) Retirement Plan · $871K · 9 · 24th

  • EOY $871K
  • 5500 9
  • ASSETS 24th
  • PCT Other
  • EIN near Kelly Grotte Money Purchase Plan
  • RANK ind #3939

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 Other Services retirement plans → · Plans in Oregon →

Grantmakers for Education 403 (B) Retirement Plan in the asset neighbourhood

Grantmakers for Education 403 (B) Retirement PlanGrantmakers for Education 40…$871KKelly Grotte Money Purchase PlanKelly Grotte Money Purchase …$871KMagnolia Coastlands Ahec Ret Plan Type 403(b)Magnolia Coastlands Ahec Ret…$870KDelta Community Action Foundation, Inc. Tsa Pension PlanDelta Community Action Found…$875KGrassroots Crisis Intervention Center, Inc 403(b) Tax Deferred Annuity PlanGrassroots Crisis Interventi…$867K
End-of-year total assets ($M) among Grantmakers for Education 403 (B) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$871K
Net Income-$163K
Employer EIN330919329
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grantmakers for Education)

Sponsor-wide plan assets over time

All Grantmakers for Education plans reported in each filing year

Latest sponsor-wide plan assets
$1M 50.311135089219604% vs 2022
2023 filing year
$0.8M$1M$1.2M$1.4M 20222023 $0.87M $1.31M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 9 $871K
2023 1 8 $1M

Nearby Other Plans in Oregon

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

Grantmakers for Education 403 (B) Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Grantmakers for Education 403 (B) Retirement Plan, Total assets ($B): 0.000871165 · Participants: 9Grantmakers for Education 403 (B) Retirement 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
Grantmakers for Education 403 (B) Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Grantmakers for Education 403 (B) Retirement Plan side-by-side with 3 peers →

Grantmakers for Education 403 (B) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Kelly Grotte Money Purchase Plan in ND ($871K); by covered participants it is Southwest Michigan Land Conservancy in MI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Grantmakers for Education 403 (B) Retirement Plan assets move in 2022? ▼
Grantmakers for Education 403 (B) Retirement Plan declined sharply - down 19.6% during 2022, from $1M to $871K. Reported net income was -$163K.
How have Grantmakers for Education plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Grantmakers for Education's sponsor-wide assets grew 50.3%, from $871K to $1M.
Where does Grantmakers for Education 403 (B) Retirement Plan rank by assets among Form 5500 filers? ▼
Grantmakers for Education 403 (B) Retirement Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Grantmakers for Education 403 (B) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Kelly Grotte Money Purchase Plan in ND ($871K, 2 participants).
Which Other plans cover a similar participant headcount to Grantmakers for Education 403 (B) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Southwest Michigan Land Conservancy in MI (9 participants, $1M 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 330919329.

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.