Other · DOL Form 5500 · 2022

Oregon Episcopal School Retirement Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
213
Participants Below avg headcount
88th
Percentile by assets National rank
$238,670
Avg per participant Above avg balance/head
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Official DOL plan name: Oregon Episcopal School Defined Contribution Retirement Plan · Sponsored by Oregon Episcopal School · Oregon · Educational Services

$51M in assets, 213 participants

Oregon Episcopal School's Oregon Episcopal School Defined Contribution Retirement Plan reported $51M in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #3,136 in Educational Services (4,024 peers)

Coverage in Oregon

Oregon Episcopal School Defined Contribution Retirement Plan covers 213 participants in Oregon, about 48% of the average Oregon filer (state average ~443 per filing). Assets: $51M.

#3,136
in Educational Services (4,024 peers)
-19.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oregon Episcopal School Defined Contribution Retirement Plan's outsized position by total assets

Oregon Episcopal School Defined Contribution Retirement Plan vs every filed plan by assets

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

$50,836,746 Top 12% higher than 88% 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 Episcopal School Defined Contribution Retirement 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 Episcopal School Defined Contribution Retirement Plan sits mid-pack in the medium band (213 participants).

Plan-year Form 5500 strip

Filing strip 930386915 · Oregon Episcopal School PY 2022 · Other

Oregon Episcopal School Defined Contribution Retirement Plan · $51M · 213 · 88th

  • VS-ST $51M
  • BOY 213
  • SCH 88th
  • EBSA Other
  • PART near John Brown University Pension Plan
  • TYPE ind #3136

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 →

Oregon Episcopal School Defined Contribution Retirement Plan in the asset neighbourhood

Gift of Life Donor Program 403(b) PlanGift of Life Donor Program 4…$51MOregon Episcopal School Defined Contribution Retirement PlanOregon Episcopal School Defi…$51MJohn Brown University Pension PlanJohn Brown University Pensio…$51MGreens Farms Academy Defined Contribution PlanGreens Farms Academy Defined…$51MPembroke Hill School Defined Contribution Retirement PlanPembroke Hill School Defined…$51M
End-of-year total assets ($M) among Oregon Episcopal School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$51M
Net Income-$12M
Employer EIN930386915
Plan Effective Date1969-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon Episcopal School)

Sponsor-wide plan assets over time

All Oregon Episcopal School plans reported in each filing year

Latest sponsor-wide plan assets
$61M 19.60205714189496% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.8M $60.8M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 213 $51M
2023 1 233 $57M
2024 1 238 $61M

Nearby Other Plans in Oregon

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

Oregon Episcopal School Defined Contribution Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Oregon Episcopal School Defined Contribution Retirement Plan, Total assets ($B): 0.050836746 · Participants: 213Oregon Episcopal School Defined Contribution Retirement 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
Oregon Episcopal School Defined Contribution Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Oregon Episcopal School Defined Contribution Retirement Plan side-by-side with 3 peers →

Oregon Episcopal School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is John Brown University Pension Plan in AR ($51M); by covered participants it is Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan in MN (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Episcopal School Defined Contribution Retirement Plan assets move in 2022? ▼
Oregon Episcopal School Defined Contribution Retirement Plan declined sharply - down 19.1% during 2022, from $63M to $51M. Reported net income was -$12M.
How have Oregon Episcopal School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon Episcopal School's sponsor-wide assets grew 19.6%, from $51M to $61M.
Where does Oregon Episcopal School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Oregon Episcopal School Defined Contribution Retirement Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Oregon Episcopal School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is John Brown University Pension Plan in AR ($51M, 383 participants).
Which Other plans cover a similar participant headcount to Oregon Episcopal School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan in MN (213 participants, $11M 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 930386915.

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.