Other · DOL Form 5500 · 2022
Pacific University Retirement Plan
Data updated 2026-08-25
- $187M
- Total assets Near avg plan size
- 956
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $195,660
- Avg per participant Above avg balance/head
Official DOL plan name: Pacific University Section 403(b) Plan · Sponsored by Pacific University · Oregon · Educational Services
$187M in assets, 956 participants
Pacific University's Pacific University Section 403(b) Plan reported $187M in total assets and 956 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #3,707 in Educational Services (4,024 peers)
Coverage in Oregon
Pacific University Section 403(b) Plan covers 956 participants in Oregon, 2.2x the typical Oregon plan (state average ~443 per filing). Assets: $187M.
- #3,707
- in Educational Services (4,024 peers)
- -12.0%
- assets change YoY
- 1.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pacific University Section 403(b) Plan's outsized position by total assets
Pacific University Section 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$187,051,354 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Pacific University Section 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. Pacific University Section 403(b) Plan sits mid-pack in the medium band (956 participants).
DOL schedule card
Filing strip 930386892 · Pacific University PY 2022 · Other
Pacific University Section 403(b) Plan · $187M · 956 · 95th
- RANK $187M
- RANK 956
- RANK 95th
- RANK Other
- RANK near Anmed Health Retirement Savings Plan
- RANK ind #3707
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 →
Pacific University Section 403(b) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $213M |
|---|---|
| Net Assets (End of Year) | $187M |
| Net Income | -$25M |
| Employer EIN | 930386892 |
| Plan Effective Date | 1947-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pacific University)
Sponsor-wide plan assets over time
All Pacific University plans reported in each filing year
- Latest sponsor-wide plan assets
- $243M 30.056162009925895% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 956 | $187M |
| 2023 | 1 | 1,571 | $217M |
| 2024 | 1 | 1,440 | $243M |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Pacific University Section 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Anmed Health Retirement Savings Plan in SC ($187M); by covered participants it is Bay Path University 403(b) Retirement Plan in MA (957 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($187M here).
- Anmed Health Retirement Savings Plan (SC) $187M · 3,539
- National Plus Plan (RI) $188M · 33,717
- Open Society Institute Retirement Plan (NY) $188M · 459
- Philadelphia College of Osteopathic Medicine Retirement Plan (PA) $188M · 1,239
Similar participant headcount
Nearest other-state filings by covered participants (956 participants); asset peers above are excluded.
- Bay Path University 403(b) Retirement Plan (MA) 957 · 1 off
- Friendship Public Charter School 403(b) Plan (DC) 955 · 1 off
- Elwyn California Defined Contribution 403b Plan (CA) 954 · 2 off
- Uplift Family Services 403(b) Plan (CA) 953 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.