Other · DOL Form 5500 · 2022

University of Portland Retirement Plan

Data updated 2026-08-25

$223M
Total assets Near avg plan size
830
Participants Near avg headcount
96th
Percentile by assets National rank
$269,010
Avg per participant High balance/head
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Official DOL plan name: University of Portland Defined Contribution and Tax Deferred Annuity · Sponsored by University of Portland · Oregon · Educational Services

$223M in assets, 830 participants

University of Portland's University of Portland Defined Contribution and Tax Deferred Annuity reported $223M in total assets and 830 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,762 in Educational Services (4,024 peers)

Where University of Portland Defined Contribution and Tax Deferred Annuity sits by assets

University of Portland Defined Contribution and Tax Deferred Annuity sits in the top 5% of all filed plans by assets, $223M for 830 participants (~$269,010/participant), down 0.7% in 2022.

#3,762
in Educational Services (4,024 peers)
-0.7%
assets change YoY
2.2×
vs typical plan assets (national mean)

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.

University of Portland Defined Contribution and Tax Deferred Annuity's outsized position by total assets

University of Portland Defined Contribution and Tax Deferred Annuity vs every filed plan by assets

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

$223,277,913 Top 4% higher than 96% 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

University of Portland Defined Contribution and Tax Deferred Annuity 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. University of Portland Defined Contribution and Tax Deferred Annuity sits mid-pack in the medium band (830 participants).

Form 5500 schedule snapshot

Filing strip 930401259 · University of Portland PY 2022 · Other

University of Portland Defined Contribution and Tax Deferred Annuity · $223M · 830 · 96th

  • EOY $223M
  • EOY 830
  • EOY 96th
  • EOY Other
  • EOY near Rutland Regional Health Services Retirement Savings Plan
  • EOY ind #3762

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 →

University of Portland Defined Contribution and Tax Deferred Annuity in the asset neighbourhood

Rhode Island School of Design Retirement PlanRhode Island School of Desig…$224MRutland Regional Health Services Retirement Savings PlanRutland Regional Health Serv…$223MUniversity of Portland Defined Contribution and Tax Deferred AnnuityUniversity of Portland Defin…$223MHaverford College Defined Contribution Retirement PlanHaverford College Defined Co…$223MSan Diego State University Foundation Defined Contribution Retirement PlanSan Diego State University F…$223M
End-of-year total assets ($M) among University of Portland Defined Contribution and Tax Deferred Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$225M
Net Assets (End of Year)$223M
Net Income-$2M
Employer EIN930401259
Plan Effective Date1960-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Portland)

Sponsor-wide plan assets over time

All University of Portland plans reported in each filing year

Latest sponsor-wide plan assets
$263M 17.629489845688408% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $223M $263M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 830 $223M
2023 1 811 $247M
2024 1 785 $263M

Nearby Other Plans in Oregon

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

University of Portland Defined Contribution and Tax Deferred Annuity vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. 050001000015000 00.511.5 Total assets ($B) Participants University of Portland Defined Contribution and Tax Deferred Annuity, Total assets ($B): 0.223277913 · Participants: 830University of Portland Defined Contribution and Tax Deferred AnnuityLegacy 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
University of Portland Defined Contribution and Tax Deferred Annuity vs. nearby Other plans in Oregon, assets vs. participants
Compare University of Portland Defined Contribution and Tax Deferred Annuity side-by-side with 3 peers →

University of Portland Defined Contribution and Tax Deferred Annuity's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Rutland Regional Health Services Retirement Savings Plan in VT ($223M); by covered participants it is University of Indianapolis Defined Contribution Retirement Plan in IN (830 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (830 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 University of Portland Defined Contribution and Tax Deferred Annuity assets move in 2022? ▼
University of Portland Defined Contribution and Tax Deferred Annuity held essentially flat - down 0.7% during 2022, from $225M to $223M. Reported net income was -$2M.
How have University of Portland plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Portland's sponsor-wide assets grew 17.6%, from $223M to $263M.
Where does University of Portland Defined Contribution and Tax Deferred Annuity rank by assets among Form 5500 filers? ▼
University of Portland Defined Contribution and Tax Deferred Annuity ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to University of Portland Defined Contribution and Tax Deferred Annuity? ▼
Among Other plans in other states, the closest by assets is Rutland Regional Health Services Retirement Savings Plan in VT ($223M, 1,754 participants).
Which Other plans cover a similar participant headcount to University of Portland Defined Contribution and Tax Deferred Annuity? ▼
Among Other plans in other states, the closest by covered participants is University of Indianapolis Defined Contribution Retirement Plan in IN (830 participants, $147M 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 930401259.

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.