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
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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.

  • 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.

State

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 EIN936022772
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon State University Foundation)

$42M$44M$46M$48M$50M 202220232024 $44.1M $49.4M ▲ +12.2%
Total plan assets by year, all Oregon State University Foundation plans on file
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

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…International Brothe…Northwest Permanente…Cascade Pension PlanSamaritan Health Ser…Local Union 598 Supp…
Osu Foundation Money Purchase Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants

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?
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).

Next read for Osu Foundation Money Purchase Plan

Filing takeaways

Ways to act on Osu Foundation Money Purchase Plan's numbers.