Profit Sharing · DOL Form 5500 · 2022

Oregon Research Institute Profit Sharing Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
123
Participants Small participant base
86th
Percentile by assets National rank
$322,359
Avg per participant High balance/head
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Official DOL plan name: Oregon Research Institute 403(b) Retirement Savings Plan · Sponsored by Oregon Research Institute · Oregon · Professional & Technical Services

$40M in assets, 123 participants

Oregon Research Institute's Oregon Research Institute 403(b) Retirement Savings Plan reported $40M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #18,734 in Professional & Technical Services (21,562 peers)

Coverage in Oregon

Oregon Research Institute 403(b) Retirement Savings Plan covers 123 participants in Oregon, about 28% of the average Oregon filer (state average ~443 per filing). Assets: $40M.

#18,734
in Professional & Technical Services (21,562 peers)
-21.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oregon Research Institute 403(b) Retirement Savings Plan's outsized position by total assets

Oregon Research Institute 403(b) Retirement Savings Plan vs every filed plan by assets

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

$39,650,191 Top 14% higher than 86% 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 Research Institute 403(b) Retirement Savings 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 Research Institute 403(b) Retirement Savings Plan sits mid-pack in the medium band (123 participants).

Form 5500 schedule snapshot

Filing strip 930495655 · Oregon Research Institute PY 2022 · Profit Sharing

Oregon Research Institute 403(b) Retirement Savings Plan · $40M · 123 · 86th

  • TYPE $40M
  • NET 123
  • BOOK 86th
  • VS-ST Profit Sharing
  • BOY near NECA-IBEW 1205 Pension Fund
  • SCH ind #18734

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 Professional & Technical Services retirement plans → · Plans in Oregon →

Oregon Research Institute 403(b) Retirement Savings Plan in the asset neighbourhood

Lake Charles Memorial Health System Retirement PlanLake Charles Memorial Health…$40MGrupo Hima San Pablo, Inc. Affiliates Savings Retirement PlanGrupo Hima San Pablo, Inc. A…$40MOregon Research Institute 403(b) Retirement Savings PlanOregon Research Institute 40…$40MNECA-IBEW 1205 Pension Fund$40MBurch & Cracchiolo, P.a. Restated Profit Sharing PlanBurch & Cracchiolo, P.a. Res…$40M
End-of-year total assets ($M) among Oregon Research Institute 403(b) Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$40M
Net Income-$11M
Employer EIN930495655
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon Research Institute)

Sponsor-wide plan assets over time

All Oregon Research Institute plans reported in each filing year

Latest sponsor-wide plan assets
$41M 4.422846285910703% vs 2022
2024 filing year
$39M$40M$41M$42M$43M 202220232024 $39.7M $41.4M ▲ +4.4%
Year Plans Participants Total Assets
2022 1 123 $40M
2023 1 91 $42M
2024 1 102 $41M

Nearby Profit Sharing Plans in Oregon

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

Oregon Research Institute 403(b) Retirement Savings Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0200400600800 Total assets ($M) Participants Oregon Research Institute 403(b) Retirement Savings Plan, Total assets ($M): 39.650191 · Participants: 123Oregon Research Institute 403(b) Retirement Savings PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 730.86675 · Participants: 5197Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 556.921709 · Participants: 10849Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 176.596093 · Participants: 765Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 146.675789 · Participants: 483The Hoffman Employee Retirement Income PlanGoodwill Industries Employee Retirement and Incentive Plan, Total assets ($M): 61.284393 · Participants: 1519Goodwill Industries Employee Retirement and Incentive Plan
Oregon Research Institute 403(b) Retirement Savings Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Oregon Research Institute 403(b) Retirement Savings Plan side-by-side with 3 peers →

Oregon Research Institute 403(b) Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is NECA-IBEW 1205 Pension Fund in FL ($40M); by covered participants it is Francis Manufacturing Company Employees Profit Sharing Plan in OH (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Research Institute 403(b) Retirement Savings Plan assets move in 2022? ▼
Oregon Research Institute 403(b) Retirement Savings Plan declined sharply - down 21.4% during 2022, from $50M to $40M. Reported net income was -$11M.
How have Oregon Research Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon Research Institute's sponsor-wide assets grew 4.4%, from $40M to $41M.
Where does Oregon Research Institute 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Oregon Research Institute 403(b) Retirement Savings Plan ranks in the 86th 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 Profit Sharing plans are similar in size to Oregon Research Institute 403(b) Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is NECA-IBEW 1205 Pension Fund in FL ($40M, 714 participants).
Which Profit Sharing plans cover a similar participant headcount to Oregon Research Institute 403(b) Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Francis Manufacturing Company Employees Profit Sharing Plan in OH (123 participants, $25M 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 930495655.

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.