Other · DOL Form 5500 · 2022
Oregon State University Foundation Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 152
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $50,644
- Avg per participant Low balance/head
Official DOL plan name: Osu Foundation 403(b) Plan · Sponsored by Oregon State University Foundation · Oregon · Educational Services
$8M in assets, 152 participants
Oregon State University Foundation's Osu Foundation 403(b) Plan reported $8M in total assets and 152 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #1,718 in Educational Services (4,024 peers)
Coverage in Oregon
Osu Foundation 403(b) Plan covers 152 participants in Oregon, about 34% of the average Oregon filer (state average ~443 per filing). Assets: $8M.
- #1,718
- in Educational Services (4,024 peers)
- -18.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Osu Foundation 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Osu Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,697,864 Top 40% higher than 60% 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
Osu Foundation 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. Osu Foundation 403(b) Plan sits mid-pack in the medium band (152 participants).
Plan-year Form 5500 strip
Filing strip 936022772 · Oregon State University Foundation PY 2022 · Other
Osu Foundation 403(b) Plan · $8M · 152 · 60th
- ASSETS $8M
- PCT 152
- EIN 60th
- RANK Other
- PHOTO near William F. Ryan Community Health Center Pension Plan
- IND ind #1718
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 →
Osu Foundation 403(b) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$2M |
| Employer EIN | 936022772 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oregon State University Foundation)
Sponsor-wide plan assets over time
All Oregon State University Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 12.179942342081853% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 287 | $44M |
| 2023 | 1 | 132 | $45M |
| 2024 | 1 | 145 | $49M |
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
Osu Foundation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is William F. Ryan Community Health Center Pension Plan in NY ($8M); by covered participants it is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (152 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.