Money Purchase · DOL Form 5500 · 2022
Oregon State University Foundation Money Purchase Plan
Data updated 2026-08-11
- $36M
- Total assets
- 135
- Participants
- 85th
- Percentile by assets
- $269,256
- Avg per participant
Official DOL plan name: Osu Foundation Money Purchase Plan · Sponsored by Oregon State University Foundation · Oregon · Educational Services
$36M in assets, 135 participants
Oregon State University Foundation's Osu Foundation Money Purchase Plan reported $36M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 139,126 plans)
- #2,905 in Educational Services (4,024 peers)
Coverage in Oregon
Osu Foundation Money Purchase Plan covers 135 participants in Oregon, about 30% of the average Oregon filer (state average ~443 per filing). Assets: $36M.
- $36M
- total plan assets (2022 EOY)
- 135
- covered participants
- 85th
- percentile by assets (of 139,126 plans)
- $269,256
- avg assets per participant
The plan reported a net loss of $1M 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. Osu Foundation Money Purchase Plan reports 135 participants - about 30% of that state average ($36M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | -$1M |
| Employer EIN | 936022772 |
| Plan Effective Date | 1986-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oregon State University Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 287 | $44M |
| 2023 | 1 | 132 | $45M |
| 2024 | 1 | 145 | $49M |
Nearby Money Purchase Plans in Oregon
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Osu Foundation Money Purchase Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
- International Brotherhood of Electrical Workers District No.9 Pension Plan $1.9B · 27,536
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect $813M · 1,488
- Cascade Pension Plan $331M · 2,092
- Samaritan Health Services Retirement Plan $245M · 5,816
- Local Union 598 Supplemental Pension Plan $113M · 602
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Osu Foundation Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did Osu Foundation Money Purchase Plan assets move in 2022? ▼
How have Oregon State University Foundation plan assets changed over time? ▼
Where does Osu Foundation Money Purchase Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Osu Foundation Money Purchase Plan? ▼
Next read for Osu Foundation Money Purchase Plan
Filing takeaways
Ways to act on Osu Foundation Money Purchase Plan's numbers.
- By total assets, Osu Foundation Money Purchase Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Oregon. Compare plans
- Oregon State University Foundation's sponsor-wide assets have grown 12.2% since 2022 across 3 plan years on file. More Educational Services plans