Profit Sharing · DOL Form 5500 · 2022

Options Counseling Services of Oregon, Inc. Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
191
Participants Below avg headcount
61st
Percentile by assets National rank
$42,926
Avg per participant Low balance/head
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Official DOL plan name: Options Counseling Services of Oregon, Inc. 403(b) Plan · Sponsored by Options Counseling Services of Oregon, Inc. · Oregon · Healthcare & Social Assistance

$8M in assets, 191 participants

Options Counseling Services of Oregon, Inc.'s Options Counseling Services of Oregon, Inc. 403(b) Plan reported $8M in total assets and 191 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #13,358 in Healthcare & Social Assistance (20,060 peers)

Coverage in Oregon

Options Counseling Services of Oregon, Inc. 403(b) Plan covers 191 participants in Oregon, about 43% of the average Oregon filer (state average ~443 per filing). Assets: $8M.

#13,358
in Healthcare & Social Assistance (20,060 peers)
+29.5%
assets growth YoY

Options Counseling Services of Oregon, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Options Counseling Services of Oregon, Inc. 403(b) Plan vs every filed plan by assets

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

$8,198,883 Top 39% higher than 61% 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

Options Counseling Services of Oregon, 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. Options Counseling Services of Oregon, Inc. 403(b) Plan sits mid-pack in the medium band (191 participants).

Plan-year Form 5500 strip

Filing strip 943136426 · Options Counseling Services of Oregon, Inc. PY 2022 · Profit Sharing

Options Counseling Services of Oregon, Inc. 403(b) Plan · $8M · 191 · 61st

  • ASSETS $8M
  • ASSETS 191
  • ASSETS 61st
  • ASSETS Profit Sharing
  • ASSETS near Donegal Construction Corporation Profit Sharing Plan
  • ASSETS ind #13358

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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Options Counseling Services of Oregon, Inc. 403(b) Plan in the asset neighbourhood

Options Counseling Services of Oregon, Inc. 403(b) PlanOptions Counseling Services …$8MDonegal Construction Corporation Profit Sharing PlanDonegal Construction Corpora…$8MComfort Systems USA, Inc. Prevailing Wage PlanComfort Systems USA, Inc. Pr…$8MCrossroads Community Services Board - Profit Sharing PlanCrossroads Community Service…$8MUniversal Molding Company Employees' Profit Sharing PlanUniversal Molding Company Em…$8M
End-of-year total assets ($M) among Options Counseling Services of Oregon, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN943136426
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Options Counseling Services of Oregon, Inc.)

Sponsor-wide plan assets over time

All Options Counseling Services of Oregon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 23.138786100496862% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.2M $10.1M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 191 $8M
2023 1 201 $10M
2024 1 196 $10M

Nearby Profit Sharing Plans in Oregon

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

Options Counseling Services of Oregon, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Options Counseling Services of Oregon, Inc. 403(b) Plan, Total assets ($M): 8.198883 · Participants: 191Options Counseling Services of Oregon, Inc. 403(b) PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 730.86675 · Participants: 5197Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 556.921709 · Participants: 10849Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 176.596093 · Participants: 765Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 146.675789 · Participants: 483The Hoffman Employee Retirement Income PlanGoodwill Industries Employee Retirement and Incentive Plan, Total assets ($M): 61.284393 · Participants: 1519Goodwill Industries Employee Retirement and Incentive Plan
Options Counseling Services of Oregon, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Options Counseling Services of Oregon, Inc. 403(b) Plan side-by-side with 3 peers →

Options Counseling Services of Oregon, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Donegal Construction Corporation Profit Sharing Plan in PA ($8M); by covered participants it is Job Haines Home Retirement Plan in NJ (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Options Counseling Services of Oregon, Inc. 403(b) Plan assets move in 2022? ▼
Options Counseling Services of Oregon, Inc. 403(b) Plan grew sharply - up 29.5% during 2022, from $6M to $8M. Reported net income was $2M.
How have Options Counseling Services of Oregon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Options Counseling Services of Oregon, Inc.'s sponsor-wide assets grew 23.1%, from $8M to $10M.
Which Profit Sharing plans are similar in size to Options Counseling Services of Oregon, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Donegal Construction Corporation Profit Sharing Plan in PA ($8M, 146 participants).
Which Profit Sharing plans cover a similar participant headcount to Options Counseling Services of Oregon, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Job Haines Home Retirement Plan in NJ (191 participants, $4M 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 943136426.

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.