Other · DOL Form 5500 · 2022
Lewis & Clark College Retirement Plan
Data updated 2026-08-25
- $280M
- Total assets Near avg plan size
- 774
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $361,352
- Avg per participant High balance/head
Official DOL plan name: Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan · Sponsored by Lewis & Clark College · Oregon · Educational Services
$280M in assets, 774 participants
Lewis & Clark College's Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan reported $280M in total assets and 774 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #3,804 in Educational Services (4,024 peers)
Where Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan sits by assets
Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan sits in the top 5% of all filed plans by assets, $280M for 774 participants (~$361,352/participant), down 13.4% in 2022.
- #3,804
- in Educational Services (4,024 peers)
- -13.4%
- assets change YoY
- 2.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $43M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan's outsized position by total assets
Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$279,686,671 Top 3% higher than 97% 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
Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity 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. Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan sits mid-pack in the medium band (774 participants).
DOL schedule card
Filing strip 930386858 · Lewis & Clark College PY 2022 · Other
Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan · $280M · 774 · 97th
- IND $280M
- IND 774
- IND 97th
- IND Other
- IND near The Cambridge Health Alliance Partnership Plan
- IND ind #3804
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 →
Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $323M |
|---|---|
| Net Assets (End of Year) | $280M |
| Net Income | -$43M |
| Employer EIN | 930386858 |
| Plan Effective Date | 1946-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lewis & Clark College)
Sponsor-wide plan assets over time
All Lewis & Clark College plans reported in each filing year
- Latest sponsor-wide plan assets
- $337M 20.574755598560504% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 774 | $280M |
| 2023 | 1 | 789 | $316M |
| 2024 | 1 | 807 | $337M |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $1.4B · 13,568
- Asante 403b Plan $563M · 5,704
- St. Charles Health System Retirement Plan $519M · 4,485
- Samaritan Health Services Tax Sheltered Annuity Pl $510M · 6,068
- University of Portland Defined Contribution and Tax Deferred Annuity $223M · 830
Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is The Cambridge Health Alliance Partnership Plan in MA ($280M); by covered participants it is Franklin and Marshall College Retirement Plan in PA (774 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($280M here).
- The Cambridge Health Alliance Partnership Plan (MA) $280M · 3,569
- Au Health System, Inc. 403(b) Retirement Savings Plan (GA) $279M · 4,392
- Phillips Academy Retirement Plan (MA) $281M · 683
- Pih Health, Inc. 403(b) Plan (CA) $278M · 5,963
Similar participant headcount
Nearest other-state filings by covered participants (774 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.