Money Purchase · DOL Form 5500 · 2022
Oregon Health & Science University Foundation Money Purchase Plan
Data updated 2026-08-11
- $18M
- Total assets
- 85
- Participants
- 76th
- Percentile by assets
- $212,180
- Avg per participant
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.
- 76th percentile by assets (of 139,126 plans)
- #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.
- $18M
- total plan assets (2022 EOY)
- 85
- covered participants
- 76th
- percentile by assets (of 139,126 plans)
- $212,180
- avg assets per participant
Oregon Health & Science University Foundation Pension Plan vs the 2022 asset distribution
By assets, Oregon Health & Science University Foundation Pension Plan outranks 76% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
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)
| 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.
Oregon Health & Science University Foundation Pension Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Oregon Health & Science University Foundation Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Oregon Health & Science University Foundation Pension Plan assets move in 2022? ▼
How have Oregon Health & Science University Foundation plan assets changed over time? ▼
Where does Oregon Health & Science University Foundation Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Oregon Health & Science University Foundation Pension Plan? ▼
Next read for Oregon Health & Science University Found…
Scale reading
Ways to act on Oregon Health & Science University Foundation Pension Plan's numbers.
- By total assets, Oregon Health & Science University Foundation Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Oregon. Compare plans
- Oregon Health & Science University Foundation's sponsor-wide assets have grown 34.3% since 2022 across 3 plan years on file. More Other Services plans