401(k) · DOL Form 5500 · 2022
Portland State University Foundation 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 51
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $147,402
- Avg per participant Above avg balance/head
Official DOL plan name: Portland State University Foundation Retirement Plan · Sponsored by Portland State University Foundation · Oregon · Other Services
$8M in assets, 51 participants
Portland State University Foundation's Portland State University Foundation Retirement Plan reported $8M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #6,346 in Other Services (8,398 peers)
Portland State University Foundation multi-year trail
Portland State University Foundation's plans moved +20.4% in assets from 2022 to 2024; this filing shows Portland State University Foundation Retirement Plan at $8M / 51 participants.
- #6,346
- in Other Services (8,398 peers)
- +18.9%
- assets growth YoY
Portland State University Foundation Retirement Plan's mid-pack asset rank among Other Services and all filers
Portland State University Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,517,521 Top 41% higher than 59% 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
Portland State University Foundation Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Portland State University Foundation Retirement Plan is a small filing (51 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 930619733 · Portland State University Foundation PY 2022 · 401(k)
Portland State University Foundation Retirement Plan · $8M · 51 · 59th
- TYPE $8M
- TYPE 51
- TYPE 59th
- TYPE 401(k)
- TYPE near Rainbows United 401(k) Plan
- TYPE ind #6346
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 →
Portland State University Foundation Retirement Plan in the asset neighbourhood
Portland State University Foundation multi-year asset trail
Sponsor-wide plan assets over time
All Portland State University Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 20.425403533957535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 51 | $8M |
| 2023 | 1 | 61 | $8M |
| 2024 | 1 | 53 | $9M |
Portland State University Foundation filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 930619733 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.2B · 36,913
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.0B · 7,492
- Precision Castparts Corp. 401(k) Retirement Savings Plan $1.9B · 14,939
- Xpo Logistics Retirement Savings Plan $1.7B · 6,855
- Pacificorp K Plus Employee Savings Plan $1.4B · 4,905
Portland State University Foundation Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Rainbows United 401(k) Plan in KS ($8M); by covered participants it is Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan in VA (51 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (51 participants); asset peers above are excluded.
- Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan (VA) 51 · 0 off
- National Metal Industries Inc 401(k) Profit Sharing Plan & Trust (NY) 51 · 0 off
- The Ohio Desk Company 401(k) Retirement Plan (OH) 51 · 0 off
- Ecr International, Inc. Dunkirk Division 401(k) Savings Plan for Union Employees (NY) 51 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.