Other · DOL Form 5500 · 2022
Oregon Health & Science University Foundation Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 111
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $88,557
- Avg per participant Below avg balance/head
Official DOL plan name: Oregon Health & Science University Foundation 403(b) Plan · Sponsored by Oregon Health & Science University Foundation · Oregon · Educational Services
$10M in assets, 111 participants
Oregon Health & Science University Foundation's Oregon Health & Science University Foundation 403(b) Plan reported $10M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.
- #1,908 in Educational Services (4,024 peers)
Coverage in Oregon
Oregon Health & Science University Foundation 403(b) Plan covers 111 participants in Oregon, about 25% of the average Oregon filer (state average ~443 per filing). Assets: $10M.
- #1,908
- in Educational Services (4,024 peers)
- +21.8%
- assets growth YoY
Oregon Health & Science University Foundation 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Oregon Health & Science University Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,829,794 Top 35% higher than 65% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Oregon Health & Science University Foundation 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. Oregon Health & Science University Foundation 403(b) Plan sits mid-pack in the medium band (111 participants).
EBSA filing schedule strip
Filing strip 237083114 · Oregon Health & Science University Foundation PY 2022 · Other
Oregon Health & Science University Foundation 403(b) Plan · $10M · 111 · 65th
- 5500 $10M
- ASSETS 111
- PCT 65th
- EIN Other
- RANK near Food & Water Watch 403(b) Retirement Plan
- PHOTO ind #1908
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 →
Oregon Health & Science University Foundation 403(b) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 237083114 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oregon Health & Science University Foundation)
Sponsor-wide plan assets over time
All Oregon Health & Science University Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 34.27358627411195% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 196 | $28M |
| 2023 | 2 | 224 | $32M |
| 2024 | 2 | 245 | $37M |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $1.4B · 13,568
- Asante 403b Plan $563M · 5,704
- St. Charles Health System Retirement Plan $519M · 4,485
- Samaritan Health Services Tax Sheltered Annuity Pl $510M · 6,068
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $280M · 774
Oregon Health & Science University Foundation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Food & Water Watch 403(b) Retirement Plan in DC ($10M); by covered participants it is Detroit Educational Television Foundation 403(b) Plan in MI (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Food & Water Watch 403(b) Retirement Plan (DC) $10M · 103
- Montgomery County Mh/Mr Emergency Service Retirement Plan (PA) $10M · 227
- 403(b) Thrift Plan of Pancare of Florida, Inc. (FL) $10M · 345
- Mrci 403(b) Plan (MN) $10M · 1,169
Similar participant headcount
Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.
- Detroit Educational Television Foundation 403(b) Plan (MI) 111 · 0 off
- Wardlaw-Hartridge School DC Retirement Plan (NJ) 111 · 0 off
- National Conference of Bar Examiners 403(b) Plan (WI) 111 · 0 off
- Prokids, Inc. Retirement Plan (IN) 111 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.