401(k) · DOL Form 5500 · 2022

Oregon Community Foundation 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
102
Participants Small participant base
74th
Percentile by assets National rank
$156,099
Avg per participant Above avg balance/head
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Official DOL plan name: Oregon Community Foundation Retirement and Savings Plan · Sponsored by Oregon Community Foundation · Oregon · Other Services

$16M in assets, 102 participants

Oregon Community Foundation's Oregon Community Foundation Retirement and Savings Plan reported $16M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #7,136 in Other Services (8,398 peers)

Coverage in Oregon

Oregon Community Foundation Retirement and Savings Plan covers 102 participants in Oregon, about 23% of the average Oregon filer (state average ~443 per filing). Assets: $16M.

#7,136
in Other Services (8,398 peers)
-8.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oregon Community Foundation Retirement and Savings Plan's outsized position by total assets

Oregon Community Foundation Retirement and Savings Plan vs every filed plan by assets

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

$15,922,065 Top 26% higher than 74% 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

Oregon Community Foundation Retirement and Savings 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. Oregon Community Foundation Retirement and Savings Plan sits mid-pack in the medium band (102 participants).

Plan-year Form 5500 strip

Filing strip 237315673 · Oregon Community Foundation PY 2022 · 401(k)

Oregon Community Foundation Retirement and Savings Plan · $16M · 102 · 74th

  • BOOK $16M
  • BOOK 102
  • BOOK 74th
  • BOOK 401(k)
  • BOOK near Make-a-Wish Foundation of America 401(k) Savings Plan
  • BOOK ind #7136

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 →

Oregon Community Foundation Retirement and Savings Plan in the asset neighbourhood

Oregon Community Foundation Retirement and Savings PlanOregon Community Foundation …$16MMake-a-Wish Foundation of America 401(k) Savings PlanMake-a-Wish Foundation of Am…$16MDidion Milling, Inc 401(k) Profit Sharing PlanDidion Milling, Inc 401(k) P…$16MUniversity of Michigan Credit Union 401(k) Savings PlanUniversity of Michigan Credi…$16MFairway Market III 401(k) Profit Sharing PlanFairway Market III 401(k) Pr…$16M
End-of-year total assets ($M) among Oregon Community Foundation Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$16M
Net Income-$1M
Employer EIN237315673
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon Community Foundation)

Sponsor-wide plan assets over time

All Oregon Community Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$21M 34.910038364998506% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $15.9M $21.5M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 102 $16M
2023 1 109 $19M
2024 1 108 $21M

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oregon Community Foundation Retirement and Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Oregon Community Foundation Retirement and Savings Plan, Total assets ($B): 0.015922065 · Participants: 102Oregon Community Foundation Retirement and Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Oregon Community Foundation Retirement and Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Oregon Community Foundation Retirement and Savings Plan side-by-side with 3 peers →

Oregon Community Foundation Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Make-a-Wish Foundation of America 401(k) Savings Plan in AZ ($16M); by covered participants it is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Oregon Community Foundation Retirement and Savings Plan assets move in 2022? ▼
Oregon Community Foundation Retirement and Savings Plan pulled back noticeably - down 8.5% during 2022, from $17M to $16M. Reported net income was -$1M.
How have Oregon Community Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon Community Foundation's sponsor-wide assets grew 34.9%, from $16M to $21M.
Which 401(k) plans are similar in size to Oregon Community Foundation Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Make-a-Wish Foundation of America 401(k) Savings Plan in AZ ($16M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Oregon Community Foundation Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants, N/A 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 237315673.

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.