Other · DOL Form 5500 · 2022

Head Start of Lane County Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
274
Participants Below avg headcount
67th
Percentile by assets National rank
$40,692
Avg per participant Low balance/head
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Official DOL plan name: Head Start of Lane County 403b Tax Deferred Annuity Plan · Sponsored by Head Start of Lane County · Oregon · Educational Services

$11M in assets, 274 participants

Head Start of Lane County's Head Start of Lane County 403b Tax Deferred Annuity Plan reported $11M in total assets and 274 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #1,985 in Educational Services (4,024 peers)

Head Start of Lane County multi-year trail

Head Start of Lane County's plans moved +16.0% in assets from 2022 to 2023; this filing shows Head Start of Lane County 403b Tax Deferred Annuity Plan at $11M / 274 participants.

#1,985
in Educational Services (4,024 peers)
+10.9%
assets growth YoY

Head Start of Lane County 403b Tax Deferred Annuity Plan's outsized position by total assets

Head Start of Lane County 403b Tax Deferred Annuity Plan vs every filed plan by assets

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

$11,149,695 Top 33% higher than 67% 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

Head Start of Lane County 403b Tax Deferred Annuity 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. Head Start of Lane County 403b Tax Deferred Annuity Plan sits mid-pack in the medium band (274 participants).

DOL schedule card

Filing strip 930728229 · Head Start of Lane County PY 2022 · Other

Head Start of Lane County 403b Tax Deferred Annuity Plan · $11M · 274 · 67th

  • NET $11M
  • BOOK 274
  • VS-ST 67th
  • BOY Other
  • SCH near Acmh, Inc. Tax Deferred Annuity Plan
  • EBSA ind #1985

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 →

Head Start of Lane County 403b Tax Deferred Annuity Plan in the asset neighbourhood

Tri-County Memorial Hospital, Inc. Tax Deferred Savings PlanTri-County Memorial Hospital…$11MHtea Retirement Plan$11MHead Start of Lane County 403b Tax Deferred Annuity PlanHead Start of Lane County 40…$11MAcmh, Inc. Tax Deferred Annuity PlanAcmh, Inc. Tax Deferred Annu…$11MCobleskill Regional Hospital 403(b) Retirement PlanCobleskill Regional Hospital…$11M
End-of-year total assets ($M) among Head Start of Lane County 403b Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Head Start of Lane County multi-year asset trail

Sponsor-wide plan assets over time

All Head Start of Lane County plans reported in each filing year

Latest sponsor-wide plan assets
$13M 16.015182478085723% vs 2022
2023 filing year
$10M$11M$12M$13M$14M 20222023 $11.2M $12.9M ▲ +16.1%
Year Plans Participants Total Assets
2022 1 274 $11M
2023 1 263 $13M

Head Start of Lane County filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN930728229
Plan Effective Date1998-08-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Oregon

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

Head Start of Lane County 403b Tax Deferred Annuity Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Head Start of Lane County 403b Tax Deferred Annuity Plan, Total assets ($B): 0.011149695 · Participants: 274Head Start of Lane County 403b Tax Deferred Annuity PlanLegacy 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
Head Start of Lane County 403b Tax Deferred Annuity Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Head Start of Lane County 403b Tax Deferred Annuity Plan side-by-side with 3 peers →

Head Start of Lane County 403b Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Acmh, Inc. Tax Deferred Annuity Plan in NY ($11M); by covered participants it is Montgomery Hospice Employee and Employer Contribution Plan in MD (274 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (274 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 Head Start of Lane County 403b Tax Deferred Annuity Plan assets move in 2022? ▼
Head Start of Lane County 403b Tax Deferred Annuity Plan grew at a solid clip - up 10.9% during 2022, from $10M to $11M. Reported net income was $1M.
How have Head Start of Lane County plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Head Start of Lane County's sponsor-wide assets grew 16.0%, from $11M to $13M.
Which Other plans are similar in size to Head Start of Lane County 403b Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Acmh, Inc. Tax Deferred Annuity Plan in NY ($11M, 287 participants).
Which Other plans cover a similar participant headcount to Head Start of Lane County 403b Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Montgomery Hospice Employee and Employer Contribution Plan in MD (274 participants, $16M 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 930728229.

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.