Other · DOL Form 5500 · 2023

Oregon Coast Aquarium, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
86
Participants Small participant base
38th
Percentile by assets National rank
$41,898
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oregon Coast Aquarium Retirement Plan · Sponsored by Oregon Coast Aquarium, Inc. · Oregon · Educational Services

$4M in assets, 86 participants

Oregon Coast Aquarium, Inc.'s Oregon Coast Aquarium Retirement Plan reported $4M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #945 in Educational Services (3,735 peers)

Oregon Coast Aquarium, Inc. multi-year trail

Oregon Coast Aquarium, Inc.'s plans moved +25.7% in assets from 2022 to 2023; this filing shows Oregon Coast Aquarium Retirement Plan at $4M / 86 participants.

#945
in Educational Services (3,735 peers)
+25.7%
assets growth YoY

Oregon Coast Aquarium Retirement Plan's mid-pack asset rank among Educational Services and all filers

Oregon Coast Aquarium Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,603,206 38th percentile higher than 38% of 127,068 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 2023

Oregon Coast Aquarium Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oregon Coast Aquarium Retirement Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oregon Coast Aquarium Retirement Plan reported net income rose from -$423K in the plan year 2022 filing to $738K in the plan year 2023 filing.
  • Oregon Coast Aquarium Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Oregon Coast Aquarium Retirement Plan reported participants fell from 88 in the plan year 2022 filing to 86 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 930877807 · Oregon Coast Aquarium, Inc. PY 2023 · Other

Oregon Coast Aquarium Retirement Plan · $4M · 86 · 38th

  • IND $4M
  • EOY 86
  • 5500 38th
  • ASSETS Other
  • PCT near Duffy Health Center, Inc. 403(b) Plan
  • EIN ind #945

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 Coast Aquarium Retirement Plan in the asset neighbourhood

Oregon Coast Aquarium Retirement PlanOregon Coast Aquarium Retire…$4MDuffy Health Center, Inc. 403(b) PlanDuffy Health Center, Inc. 40…$4MMountain Projects, Inc. Tax Deferred Annuity PlanMountain Projects, Inc. Tax …$4MAlliance Healthcare Services Employee RetirementAlliance Healthcare Services…$4MThe Arc of Crawford County 403(b) PlanThe Arc of Crawford County 4…$4M
End-of-year total assets ($M) among Oregon Coast Aquarium Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oregon Coast Aquarium, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oregon Coast Aquarium, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.742783987783092% vs 2022
2023 filing year
$2.5M$3M$3.5M$4M 20222023 $2.87M $3.6M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 88 $3M
2023 1 86 $4M

Oregon Coast Aquarium, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$738K
Employer EIN930877807
Plan Effective Date1998-11-02
Filing StatusFILING RECEIVED

Nearby Other Plans in Oregon

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

Oregon Coast Aquarium Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Oregon Coast Aquarium Retirement Plan, Total assets ($B): 0.003603206 · Participants: 86Oregon Coast Aquarium Retirement PlanLegacy Health 403(b) Plan, Total assets ($B): 1.723877574 · Participants: 14249Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.683735006 · Participants: 5682Asante 403b PlanSt. Charles Health System Retirement Plan, Total assets ($B): 0.624912862 · Participants: 4378St. Charles Health System Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.614620661 · Participants: 6234Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.316078897 · Participants: 789Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
Oregon Coast Aquarium Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Oregon Coast Aquarium Retirement Plan side-by-side with 3 peers →

Oregon Coast Aquarium Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Duffy Health Center, Inc. 403(b) Plan in MA ($4M); by covered participants it is Pryor Learning, Inc. Defined Contribution Retirement Plan in MO (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oregon Coast Aquarium Retirement Plan assets move in 2023? ▼
Oregon Coast Aquarium Retirement Plan grew sharply - up 25.7% during 2023, from $3M to $4M. Reported net income was $738K.
How have Oregon Coast Aquarium, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Oregon Coast Aquarium, Inc.'s sponsor-wide assets grew 25.7%, from $3M to $4M.
Which Other plans are similar in size to Oregon Coast Aquarium Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Duffy Health Center, Inc. 403(b) Plan in MA ($4M, 89 participants).
Which Other plans cover a similar participant headcount to Oregon Coast Aquarium Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Pryor Learning, Inc. Defined Contribution Retirement Plan in MO (86 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930877807.

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.