Profit Sharing · DOL Form 5500 · 2022
Willamette University Profit Sharing Plan
Data updated 2026-08-11
- $177M
- Total assets
- 765
- Participants
- 95th
- Percentile by assets
- $230,845
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $177M
- total plan assets (2022 EOY)
- 765
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $230,845
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Willamette University Defined Contribution Retirement Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $207M |
|---|---|
| Net Assets (End of Year) | $177M |
| Net Income | -$30M |
| Employer EIN | 930386972 |
| Plan Effective Date | 1957-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Willamette University)
| 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
- Les Schwab Profit Sharing Retirement Plan $731M · 5,197
- Legacy Health Defined Contribution Retirement Plan $557M · 10,849
- The Hoffman Employee Retirement Income Plan $147M · 483
- Goodwill Industries Employee Retirement and Incentive Plan $61M · 1,519
- Mercy Corps 403(b) Plan $48M · 440
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Willamette University Defined Contribution Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Willamette University Defined Contribution Retirement Plan's numbers.
- By total assets, Willamette University Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Oregon. Compare plans
- Willamette University's sponsor-wide assets have grown 14.4% since 2022 across 3 plan years on file. More Educational Services plans