Other · DOL Form 5500 · 2022
Oregon Episcopal School Retirement Plan
Data updated 2026-08-11
- $51M
- Total assets
- 213
- Participants
- 88th
- Percentile by assets
- $238,670
- Avg per participant
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.
- 88th percentile by assets (of 139,126 plans)
- #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.
- $51M
- total plan assets (2022 EOY)
- 213
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $238,670
- avg assets per participant
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.
Participants vs Oregon filers
In Oregon, the average filing covers about 443 participants across 1,736 plans. Oregon Episcopal School Defined Contribution Retirement Plan reports 213 participants - about 48% of that state average ($51M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | -$12M |
| Employer EIN | 930386915 |
| Plan Effective Date | 1969-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oregon Episcopal School)
| 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
- 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
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $280M · 774
Similar-Sized Other Plans Nationally
Other plans in other states closest to Oregon Episcopal School Defined Contribution Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Oregon Episcopal School Defined Contribution Retirement Plan's numbers.
- By total assets, Oregon Episcopal School Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Oregon. Compare plans
- Oregon Episcopal School's sponsor-wide assets have grown 19.6% since 2022 across 3 plan years on file. More Educational Services plans