401(k) · DOL Form 5500 · 2022

Oregon Shakespeare Festival Association 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
310
Participants Below avg headcount
68th
Percentile by assets National rank
$38,497
Avg per participant Low balance/head
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Official DOL plan name: Oregon Shakespeare Festival Association 403(b) Plan · Sponsored by Oregon Shakespeare Festival Association · Oregon · Arts, Entertainment & Recreation

$12M in assets, 310 participants

Oregon Shakespeare Festival Association's Oregon Shakespeare Festival Association 403(b) Plan reported $12M in total assets and 310 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,465 in Arts, Entertainment & Recreation (3,077 peers)

Oregon Shakespeare Festival Association multi-year trail

Oregon Shakespeare Festival Association's plans moved -55.4% in assets from 2022 to 2024; this filing shows Oregon Shakespeare Festival Association 403(b) Plan at $12M / 310 participants.

#2,465
in Arts, Entertainment & Recreation (3,077 peers)
-18.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oregon Shakespeare Festival Association 403(b) Plan's outsized position by total assets

Oregon Shakespeare Festival Association 403(b) Plan vs every filed plan by assets

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

$11,934,146 Top 32% higher than 68% 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 Shakespeare Festival Association 403(b) 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 Shakespeare Festival Association 403(b) Plan sits mid-pack in the medium band (310 participants).

Plan-year Form 5500 strip

Filing strip 930407022 · Oregon Shakespeare Festival Association PY 2022 · 401(k)

Oregon Shakespeare Festival Association 403(b) Plan · $12M · 310 · 68th

  • PHOTO $12M
  • IND 310
  • EOY 68th
  • 5500 401(k)
  • ASSETS near East Central Illinois Pipe Trades 401 K Plan
  • PCT ind #2465

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 Arts, Entertainment & Recreation retirement plans → · Plans in Oregon →

Oregon Shakespeare Festival Association 403(b) Plan in the asset neighbourhood

Chicago Patrolmen's Federal Credit Union 401(k) PlanChicago Patrolmen's Federal …$12MOregon Shakespeare Festival Association 403(b) PlanOregon Shakespeare Festival …$12MEast Central Illinois Pipe Trades 401 K PlanEast Central Illinois Pipe T…$12MParkway Products, LLC Thrift Savings 401(k) PlanParkway Products, LLC Thrift…$12MBcm One, Inc. 401(k) Plan$12M
End-of-year total assets ($M) among Oregon Shakespeare Festival Association 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon Shakespeare Festival Association multi-year asset trail

Sponsor-wide plan assets over time

All Oregon Shakespeare Festival Association plans reported in each filing year

Latest sponsor-wide plan assets
$7M 55.44487630376976% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $16.7M $7.42M ▼ -55.5%
Year Plans Participants Total Assets
2022 2 418 $17M
2023 2 474 $10M
2024 1 154 $7M

Oregon Shakespeare Festival Association filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$3M
Employer EIN930407022
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oregon Shakespeare Festival Association 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Oregon Shakespeare Festival Association 403(b) Plan, Total assets ($B): 0.011934146 · Participants: 310Oregon Shakespeare Festival Association 403(b) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Oregon Shakespeare Festival Association 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Oregon Shakespeare Festival Association 403(b) Plan side-by-side with 3 peers →

Oregon Shakespeare Festival Association 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is East Central Illinois Pipe Trades 401 K Plan in IL ($12M); by covered participants it is Herkimer County Chapter, Nysarc, Inc., D/B/a Arc Herkimer Pension Plan in NY (310 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (310 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 Shakespeare Festival Association 403(b) Plan assets move in 2022? ▼
Oregon Shakespeare Festival Association 403(b) Plan declined sharply - down 18.6% during 2022, from $15M to $12M. Reported net income was -$3M.
How have Oregon Shakespeare Festival Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon Shakespeare Festival Association's sponsor-wide assets declined 55.4%, from $17M to $7M.
Which 401(k) plans are similar in size to Oregon Shakespeare Festival Association 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is East Central Illinois Pipe Trades 401 K Plan in IL ($12M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Oregon Shakespeare Festival Association 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herkimer County Chapter, Nysarc, Inc., D/B/a Arc Herkimer Pension Plan in NY (310 participants, N/A 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 930407022.

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.