Profit Sharing · DOL Form 5500 · 2022

Oregon Research Institute Profit Sharing Plan

Data updated 2026-08-11

$40M
Total assets
123
Participants
86th
Percentile by assets
$322,359
Avg per participant
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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.

  • 86th percentile by assets (of 139,126 plans)
  • #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.

$40M
total plan assets (2022 EOY)
123
covered participants
86th
percentile by assets (of 139,126 plans)
$322,359
avg assets per participant

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.

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Oregon Research Institute 403(b) Retirement Savings Plan reports 123 participants - about 28% of that state average ($40M EOY assets).

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)

$39M$40M$41M$42M$43M 202220232024 $39.7M $41.4M â–² +4.4%
Total plan assets by year, all Oregon Research Institute plans on file
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

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 Inst…Les Schwab Profit Sh…Legacy Health Define…Willamette Universit…The Hoffman Employee…Goodwill Industries …
Oregon Research Institute 403(b) Retirement Savings Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Oregon Research Institute 403(b) Retirement Savings Plan by total assets, not by location.

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).

Next read for Oregon Research Institute 403(b) Retirem…

Filing takeaways

Ways to act on Oregon Research Institute 403(b) Retirement Savings Plan's numbers.