Other · DOL Form 5500 · 2022

Western Seminary Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
92
Participants Small participant base
48th
Percentile by assets National rank
$47,004
Avg per participant Low balance/head
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Official DOL plan name: Western Seminary 403 (B) Plan · Sponsored by Western Seminary · Oregon · Educational Services

$4M in assets, 92 participants

Western Seminary's Western Seminary 403 (B) Plan reported $4M in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #1,334 in Educational Services (4,024 peers)

Western Seminary multi-year trail

Western Seminary's plans moved +18.2% in assets from 2022 to 2024; this filing shows Western Seminary 403 (B) Plan at $4M / 92 participants.

#1,334
in Educational Services (4,024 peers)
-7.7%
assets change YoY

The plan reported a net loss of $359K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Western Seminary 403 (B) Plan's mid-pack asset rank among Educational Services and all filers

Western Seminary 403 (B) Plan vs every filed plan by assets

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

$4,324,343 48th percentile higher than 48% 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

Western Seminary 403 (B) 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. Western Seminary 403 (B) Plan is a small filing (92 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 930429022 · Western Seminary PY 2022 · Other

Western Seminary 403 (B) Plan · $4M · 92 · 48th

  • PCT $4M
  • PCT 92
  • PCT 48th
  • PCT Other
  • PCT near Lifecare Alliance 403(b) Retirement Plan
  • PCT ind #1334

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 →

Western Seminary 403 (B) Plan in the asset neighbourhood

Personal Enrichment Through Mental Health Services, Inc. Retirement PlanPersonal Enrichment Through …$4MWestern Seminary 403 (B) Plan$4MLifecare Alliance 403(b) Retirement PlanLifecare Alliance 403(b) Ret…$4MHigh Plains Mental Health Center 403(b) PlanHigh Plains Mental Health Ce…$4M403b Thrift Plan for the Goodwill Industries of Akron, Ohio, Inc.403b Thrift Plan for the Goo…$4M
End-of-year total assets ($M) among Western Seminary 403 (B) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Western Seminary multi-year asset trail

Sponsor-wide plan assets over time

All Western Seminary plans reported in each filing year

Latest sponsor-wide plan assets
$5M 18.229173772755768% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.32M $5.11M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 92 $4M
2023 1 97 $5M
2024 1 85 $5M

Western Seminary filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$359K
Employer EIN930429022
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Oregon

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

Western Seminary 403 (B) Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Western Seminary 403 (B) Plan, Total assets ($B): 0.004324343 · Participants: 92Western Seminary 403 (B) 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
Western Seminary 403 (B) Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Western Seminary 403 (B) Plan side-by-side with 3 peers →

Western Seminary 403 (B) Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Lifecare Alliance 403(b) Retirement Plan in OH ($4M); by covered participants it is Quality Progressions 403(b) Plan in PA (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Western Seminary 403 (B) Plan assets move in 2022? ▼
Western Seminary 403 (B) Plan pulled back noticeably - down 7.7% during 2022, from $5M to $4M. Reported net income was -$359K.
How have Western Seminary plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Seminary's sponsor-wide assets grew 18.2%, from $4M to $5M.
Which Other plans are similar in size to Western Seminary 403 (B) Plan? ▼
Among Other plans in other states, the closest by assets is Lifecare Alliance 403(b) Retirement Plan in OH ($4M, 215 participants).
Which Other plans cover a similar participant headcount to Western Seminary 403 (B) Plan? ▼
Among Other plans in other states, the closest by covered participants is Quality Progressions 403(b) Plan in PA (92 participants, $4M 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 930429022.

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.