Money Purchase · DOL Form 5500 · 2022

Oregon State University Foundation Money Purchase Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
135
Participants Small participant base
85th
Percentile by assets National rank
$269,256
Avg per participant High balance/head
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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.

  • #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.

#2,905
in Educational Services (4,024 peers)
-3.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Osu Foundation Money Purchase Plan's outsized position by total assets

Osu Foundation Money Purchase Plan vs every filed plan by assets

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

$36,349,512 Top 15% higher than 85% 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

Osu Foundation Money Purchase 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 Money Purchase Plan sits mid-pack in the medium band (135 participants).

Published 5500 schedule card

Filing strip 936022772 · Oregon State University Foundation PY 2022 · Money Purchase

Osu Foundation Money Purchase Plan · $36M · 135 · 85th

  • IND $36M
  • IND 135
  • IND 85th
  • IND Money Purchase
  • IND near Joint Township District Memorial Hospital Employees' Pension Plan
  • IND ind #2905

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 Money Purchase Plan in the asset neighbourhood

Christian Labor Association Pension Trust Defined Contribution PlanChristian Labor Association …$37MJoint Township District Memorial Hospital Employees' Pension PlanJoint Township District Memo…$37MOsu Foundation Money Purchase PlanOsu Foundation Money Purchas…$36MSup Money Purchase Pension PlanSup Money Purchase Pension P…$36MIatse Local 38 and Local 812 Pension PlanIatse Local 38 and Local 812…$36M
End-of-year total assets ($M) among Osu Foundation Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$36M
Net Income-$1M
Employer EIN936022772
Plan Effective Date1986-04-01
Filing StatusFILING 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
$42M$44M$46M$48M$50M 202220232024 $44.1M $49.4M ▲ +12.2%
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 Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Osu Foundation Money Purchase Plan, Total assets ($B): 0.036349512 · Participants: 135Osu Foundation Money Purchase PlanInternational Brotherhood of Electrical Workers District No.9 Pension Plan, Total assets ($B): 1.942050992 · Participants: 27536International Brotherhood of Electrical Workers District No.9 Pension PlanNorthwest Permanente, P.C. Retirement Plan - Mpp Aspect, Total assets ($B): 0.812699037 · Participants: 1488Northwest Permanente, P.C. Retirement Plan - Mpp AspectCascade Pension Plan, Total assets ($B): 0.331465756 · Participants: 2092Cascade Pension PlanSamaritan Health Services Retirement Plan, Total assets ($B): 0.244562282 · Participants: 5816Samaritan Health Services Retirement PlanLocal Union 598 Supplemental Pension Plan, Total assets ($B): 0.112716512 · Participants: 602Local Union 598 Supplemental Pension Plan
Osu Foundation Money Purchase Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
Compare Osu Foundation Money Purchase Plan side-by-side with 3 peers →

Osu Foundation Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Oregon, the nearest Money Purchase by assets is Joint Township District Memorial Hospital Employees' Pension Plan in OH ($37M); by covered participants it is Lansing Local 826 Glazier's Restated Money Purchas E Pension Trust in MI (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Osu Foundation Money Purchase Plan assets move in 2022? ▼
Osu Foundation Money Purchase Plan edged down modestly - down 3.1% during 2022, from $37M to $36M. Reported net income was -$1M.
How have Oregon State University Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon State University Foundation's sponsor-wide assets grew 12.2%, from $44M to $49M.
Where does Osu Foundation Money Purchase Plan rank by assets among Form 5500 filers? ▼
Osu Foundation Money Purchase Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Osu Foundation Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Joint Township District Memorial Hospital Employees' Pension Plan in OH ($37M, 535 participants).
Which Money Purchase plans cover a similar participant headcount to Osu Foundation Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lansing Local 826 Glazier's Restated Money Purchas E Pension Trust in MI (135 participants, $28M 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 936022772.

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.