Profit Sharing · DOL Form 5500 · 2022

Willamette University Profit Sharing Plan

Data updated 2026-08-25

$177M
Total assets Near avg plan size
765
Participants Near avg headcount
95th
Percentile by assets National rank
$230,845
Avg per participant Above avg balance/head
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Official DOL plan name: Willamette University Defined Contribution Retirement Plan · Sponsored by Willamette University · Oregon · Educational Services

$177M in assets, 765 participants

Willamette University's Willamette University Defined Contribution Retirement Plan reported $177M in total assets and 765 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,692 in Educational Services (4,024 peers)

Where Willamette University Defined Contribution Retirement Plan sits by assets

Willamette University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $177M for 765 participants (~$230,845/participant), down 14.6% in 2022.

#3,692
in Educational Services (4,024 peers)
-14.6%
assets change YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Willamette University Defined Contribution Retirement Plan's outsized position by total assets

Willamette University Defined Contribution Retirement Plan vs every filed plan by assets

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

$176,596,093 Top 5% higher than 95% 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

Willamette University Defined Contribution 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. Willamette University Defined Contribution Retirement Plan sits mid-pack in the medium band (765 participants).

DOL schedule card

Filing strip 930386972 · Willamette University PY 2022 · Profit Sharing

Willamette University Defined Contribution Retirement Plan · $177M · 765 · 95th

  • EOY $177M
  • 5500 765
  • ASSETS 95th
  • PCT Profit Sharing
  • EIN near Heat and Frost Insulators Local 34 Pension Fund
  • RANK ind #3692

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 →

Willamette University Defined Contribution Retirement Plan in the asset neighbourhood

Three Rivers Annuity Fund$178MAnalytic Services Inc. Defined Contribution Retirement PlanAnalytic Services Inc. Defin…$178MSimpson, Thacher and Bartlett LLP Supplemental Profit Sharing Plan for PartnersSimpson, Thacher and Bartlet…$177MHeat and Frost Insulators Local 34 Pension FundHeat and Frost Insulators Lo…$177MWillamette University Defined Contribution Retirement PlanWillamette University Define…$177M
End-of-year total assets ($M) among Willamette University Defined Contribution Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$207M
Net Assets (End of Year)$177M
Net Income-$30M
Employer EIN930386972
Plan Effective Date1957-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willamette University)

Sponsor-wide plan assets over time

All Willamette University plans reported in each filing year

Latest sponsor-wide plan assets
$212M 14.426461605538353% vs 2022
2024 filing year
$180M$190M$200M$210M$220M 202220232024 $185M $212M ▲ +14.4%
Year Plans Participants Total Assets
2022 2 765 $185M
2023 2 766 $195M
2024 1 730 $212M

Nearby Profit Sharing Plans in Oregon

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

Willamette University Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0200400600800 Total assets ($M) Participants Willamette University Defined Contribution Retirement Plan, Total assets ($M): 176.596093 · Participants: 765Willamette University Defined Contribution Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 730.86675 · Participants: 5197Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 556.921709 · Participants: 10849Legacy Health Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 146.675789 · Participants: 483The Hoffman Employee Retirement Income PlanGoodwill Industries Employee Retirement and Incentive Plan, Total assets ($M): 61.284393 · Participants: 1519Goodwill Industries Employee Retirement and Incentive PlanMercy Corps 403(b) Plan, Total assets ($M): 48.114994 · Participants: 440Mercy Corps 403(b) Plan
Willamette University Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Willamette University Defined Contribution Retirement Plan side-by-side with 3 peers →

Willamette University Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Heat and Frost Insulators Local 34 Pension Fund in MN ($177M); by covered participants it is Arc of Washington County, Inc. 403(b) Tax Deferred Annuity Plan in MD (767 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (765 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 Willamette University Defined Contribution Retirement Plan assets move in 2022? ▼
Willamette University Defined Contribution Retirement Plan pulled back noticeably - down 14.6% during 2022, from $207M to $177M. Reported net income was -$30M.
How have Willamette University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willamette University's sponsor-wide assets grew 14.4%, from $185M to $212M.
Where does Willamette University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Willamette University Defined Contribution Retirement Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Willamette University Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Heat and Frost Insulators Local 34 Pension Fund in MN ($177M, 458 participants).
Which Profit Sharing plans cover a similar participant headcount to Willamette University Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arc of Washington County, Inc. 403(b) Tax Deferred Annuity Plan in MD (767 participants, $7M 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 930386972.

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.