Other · DOL Form 5500 · 2022

Linfield University Retirement Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
501
Participants Below avg headcount
94th
Percentile by assets National rank
$234,858
Avg per participant Above avg balance/head
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Official DOL plan name: Linfield University Defined Contribution Retirement Plan · Sponsored by Linfield University · Oregon · Educational Services

$118M in assets, 501 participants

Linfield University's Linfield University Defined Contribution Retirement Plan reported $118M in total assets and 501 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,568 in Educational Services (4,024 peers)

Where Linfield University Defined Contribution Retirement Plan sits by assets

Linfield University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $118M for 501 participants (~$234,858/participant), down 14.8% in 2022.

#3,568
in Educational Services (4,024 peers)
-14.8%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Linfield University Defined Contribution Retirement Plan's outsized position by total assets

Linfield University Defined Contribution Retirement Plan vs every filed plan by assets

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

$117,664,048 Top 6% higher than 94% 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

Linfield University 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. Linfield University Defined Contribution Retirement Plan sits mid-pack in the medium band (501 participants).

Form 5500 schedule snapshot

Filing strip 930391586 · Linfield University PY 2022 · Other

Linfield University Defined Contribution Retirement Plan · $118M · 501 · 94th

  • EBSA $118M
  • EBSA 501
  • EBSA 94th
  • EBSA Other
  • EBSA near National Louis University Retirement Plan
  • EBSA ind #3568

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 →

Linfield University Defined Contribution Retirement Plan in the asset neighbourhood

Oneblood 403(b) Retirement PlanOneblood 403(b) Retirement P…$118MNational Louis University Retirement PlanNational Louis University Re…$118MLinfield University Defined Contribution Retirement PlanLinfield University Defined …$118MIthaka Harbors, Inc. 403(b) Retirement PlanIthaka Harbors, Inc. 403(b) …$118MBarry University Defined Contribution PlanBarry University Defined Con…$117M
End-of-year total assets ($M) among Linfield University Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$138M
Net Assets (End of Year)$118M
Net Income-$20M
Employer EIN930391586
Plan Effective Date1960-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Linfield University)

Sponsor-wide plan assets over time

All Linfield University plans reported in each filing year

Latest sponsor-wide plan assets
$135M 14.971655573161991% vs 2022
2024 filing year
$110M$120M$130M$140M 202220232024 $118M $135M ▲ +15.0%
Year Plans Participants Total Assets
2022 1 501 $118M
2023 1 476 $127M
2024 1 493 $135M

Nearby Other Plans in Oregon

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

Linfield University Defined Contribution Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.5 Total assets ($B) Participants Linfield University Defined Contribution Retirement Plan, Total assets ($B): 0.117664048 · Participants: 501Linfield University 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
Linfield University Defined Contribution Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Linfield University Defined Contribution Retirement Plan side-by-side with 3 peers →

Linfield University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is National Louis University Retirement Plan in IL ($118M); by covered participants it is Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan in PA (501 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($118M here).

Similar participant headcount

Nearest other-state filings by covered participants (501 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 Linfield University Defined Contribution Retirement Plan assets move in 2022? ▼
Linfield University Defined Contribution Retirement Plan pulled back noticeably - down 14.8% during 2022, from $138M to $118M. Reported net income was -$20M.
How have Linfield University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Linfield University's sponsor-wide assets grew 15.0%, from $118M to $135M.
Where does Linfield University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Linfield University Defined Contribution Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Linfield University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is National Louis University Retirement Plan in IL ($118M, 559 participants).
Which Other plans cover a similar participant headcount to Linfield University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan in PA (501 participants, $74M 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 930391586.

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.