Other · DOL Form 5500 · 2022

Umatilla-Morrow Head Start, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
103
Participants Small participant base
53rd
Percentile by assets National rank
$53,805
Avg per participant Low balance/head
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Official DOL plan name: Umatilla-Morrow Head Start, Inc. 403(b) Plan · Sponsored by Umatilla-Morrow Head Start, Inc. · Oregon · Educational Services

$6M in assets, 103 participants

Umatilla-Morrow Head Start, Inc.'s Umatilla-Morrow Head Start, Inc. 403(b) Plan reported $6M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #1,493 in Educational Services (4,024 peers)

Coverage in Oregon

Umatilla-Morrow Head Start, Inc. 403(b) Plan covers 103 participants in Oregon, about 23% of the average Oregon filer (state average ~443 per filing). Assets: $6M.

#1,493
in Educational Services (4,024 peers)
+31.3%
assets growth YoY

The plan reported a net loss of $953K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Umatilla-Morrow Head Start, Inc. 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Umatilla-Morrow Head Start, Inc. 403(b) Plan vs every filed plan by assets

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

$5,541,961 Top 47% higher than 53% 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

Umatilla-Morrow Head Start, Inc. 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. Umatilla-Morrow Head Start, Inc. 403(b) Plan sits mid-pack in the medium band (103 participants).

Form 5500 schedule snapshot

Filing strip 930937286 · Umatilla-Morrow Head Start, Inc. PY 2022 · Other

Umatilla-Morrow Head Start, Inc. 403(b) Plan · $6M · 103 · 53rd

  • PHOTO $6M
  • PHOTO 103
  • PHOTO 53rd
  • PHOTO Other
  • PHOTO near Meeting Street Schools 403(b) Plan
  • PHOTO ind #1493

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 →

Umatilla-Morrow Head Start, Inc. 403(b) Plan in the asset neighbourhood

Meeting Street Schools 403(b) PlanMeeting Street Schools 403(b…$6MUmatilla-Morrow Head Start, Inc. 403(b) PlanUmatilla-Morrow Head Start, …$6MClaflin University Tda Plan$6MKey Point Health Services, Inc. Retirement PlanKey Point Health Services, I…$6MTri-County Mental Health Services, Inc. 403(b) Retirement PlanTri-County Mental Health Ser…$6M
End-of-year total assets ($M) among Umatilla-Morrow Head Start, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income-$953K
Employer EIN930937286
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umatilla-Morrow Head Start, Inc.)

Sponsor-wide plan assets over time

All Umatilla-Morrow Head Start, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 11.083621844325501% vs 2022
2024 filing year
$5.4M$5.6M$5.8M$6M$6.2M$6.4M 202220232024 $5.54M $6.16M ▲ +11.2%
Year Plans Participants Total Assets
2022 1 103 $6M
2023 1 170 $6M
2024 1 209 $6M

Nearby Other Plans in Oregon

Peer Other plans, same state, same plan type, ranked by total assets.

Umatilla-Morrow Head Start, Inc. 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Umatilla-Morrow Head Start, Inc. 403(b) Plan, Total assets ($B): 0.005541961 · Participants: 103Umatilla-Morrow Head Start, Inc. 403(b) PlanLegacy Health 403(b) Plan, Total assets ($B): 1.423656998 · Participants: 13568Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.562756788 · Participants: 5704Asante 403b PlanSt. Charles Health System Retirement Plan, Total assets ($B): 0.518895741 · Participants: 4485St. Charles Health System Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.51018806 · Participants: 6068Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.279686671 · Participants: 774Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
Umatilla-Morrow Head Start, Inc. 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Umatilla-Morrow Head Start, Inc. 403(b) Plan side-by-side with 3 peers →

Umatilla-Morrow Head Start, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Meeting Street Schools 403(b) Plan in SC ($6M); by covered participants it is Food & Water Watch 403(b) Retirement Plan in DC (103 participants). Same-state nearby plans are listed separately above.

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 Umatilla-Morrow Head Start, Inc. 403(b) Plan assets move in 2022? ▼
Umatilla-Morrow Head Start, Inc. 403(b) Plan surged - up 31.3% during 2022, from $4M to $6M. Reported net income was -$953K.
How have Umatilla-Morrow Head Start, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umatilla-Morrow Head Start, Inc.'s sponsor-wide assets grew 11.1%, from $6M to $6M.
Which Other plans are similar in size to Umatilla-Morrow Head Start, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Meeting Street Schools 403(b) Plan in SC ($6M, 319 participants).
Which Other plans cover a similar participant headcount to Umatilla-Morrow Head Start, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Food & Water Watch 403(b) Retirement Plan in DC (103 participants, $10M 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 930937286.

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.