Money Purchase · DOL Form 5500 · 2022
Oregon Health & Science University Foundation Money Purchase Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 85
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $212,180
- Avg per participant Above avg balance/head
Official DOL plan name: Oregon Health & Science University Foundation Pension Plan · Sponsored by Oregon Health & Science University Foundation · Oregon · Other Services
$18M in assets, 85 participants
Oregon Health & Science University Foundation's Oregon Health & Science University Foundation Pension Plan reported $18M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #7,276 in Other Services (8,398 peers)
Where Oregon Health & Science University Foundation Pension Plan sits by assets
Oregon Health & Science University Foundation Pension Plan sits in the top quartile of all filed plans by assets, $18M for 85 participants (~$212,180/participant), up 16.5% in 2022.
- #7,276
- in Other Services (8,398 peers)
- +16.5%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Oregon Health & Science University Foundation Pension Plan's outsized position by total assets
Oregon Health & Science University Foundation Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,035,332 Top 24% higher than 76% 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 Pension Plan among smaller 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 Pension Plan is a small filing (85 participants) on this national headcount ladder.
DOL schedule card
Filing strip 237083114 · Oregon Health & Science University Foundation PY 2022 · Money Purchase
Oregon Health & Science University Foundation Pension Plan · $18M · 85 · 76th
- ASSETS $18M
- ASSETS 85
- ASSETS 76th
- ASSETS Money Purchase
- ASSETS near Alameda Alliance for Health Pension Plan
- ASSETS ind #7276
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 Other Services retirement plans → · Plans in Oregon →
Oregon Health & Science University Foundation Pension Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 237083114 |
| Plan Effective Date | 1989-07-01 |
| 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 Money Purchase Plans in Oregon
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- International Brotherhood of Electrical Workers District No.9 Pension Plan $1.9B · 27,536
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect $813M · 1,488
- Cascade Pension Plan $331M · 2,092
- Samaritan Health Services Retirement Plan $245M · 5,816
- Local Union 598 Supplemental Pension Plan $113M · 602
Oregon Health & Science University Foundation Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Oregon, the nearest Money Purchase by assets is Alameda Alliance for Health Pension Plan in CA ($18M); by covered participants it is Heat & Frost Insulators Local No. 67 Annuity Plan in TN (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Alameda Alliance for Health Pension Plan (CA) $18M · 330
- Plumbers Local #63 Annuity Plan (IN) $18M · 182
- Local 445 Annuity Fund (NY) $18M · 415
- Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan (CO) $18M · 90
Similar participant headcount
Nearest other-state filings by covered participants (85 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.