Other · DOL Form 5500 · 2022
Klamath Family Head Start Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 117
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $22,836
- Avg per participant Low balance/head
Official DOL plan name: Klamath Family Head Start 403(b) Plan · Sponsored by Klamath Family Head Start · Oregon · Educational Services
$3M in assets, 117 participants
Klamath Family Head Start's Klamath Family Head Start 403(b) Plan reported $3M in total assets and 117 participants in its 2022 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.
- #1,057 in Educational Services (4,024 peers)
Coverage in Oregon
Klamath Family Head Start 403(b) Plan covers 117 participants in Oregon, about 26% of the average Oregon filer (state average ~443 per filing). Assets: $3M.
- #1,057
- in Educational Services (4,024 peers)
- +22.6%
- assets growth YoY
Klamath Family Head Start 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Klamath Family Head Start 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,671,775 38th percentile higher than 38% 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
Klamath Family Head Start 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. Klamath Family Head Start 403(b) Plan sits mid-pack in the medium band (117 participants).
Plan-year Form 5500 strip
Filing strip 930768142 · Klamath Family Head Start PY 2022 · Other
Klamath Family Head Start 403(b) Plan · $3M · 117 · 38th
- 5500 $3M
- ASSETS 117
- PCT 38th
- EIN Other
- RANK near Lane College 403(b) Retirement Plan
- PHOTO ind #1057
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 →
Klamath Family Head Start 403(b) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $492K |
| Employer EIN | 930768142 |
| Plan Effective Date | 1992-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Klamath Family Head Start)
Sponsor-wide plan assets over time
All Klamath Family Head Start plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 34.8665587483976% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $3M |
| 2023 | 1 | 130 | $3M |
| 2024 | 1 | 149 | $4M |
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
Klamath Family Head Start 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Lane College 403(b) Retirement Plan in TN ($3M); by covered participants it is Grassroots Crisis Intervention Center, Inc 403(b) Tax Deferred Annuity Plan in MD (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.
- Grassroots Crisis Intervention Center, Inc 403(b) Tax Deferred Annuity Plan (MD) 117 · 0 off
- Lieber Institute, Inc. 403(b) Plan (MD) 117 · 0 off
- Unity Preparatory Charter School of Brooklyn 403(b) Retirement Plan (NY) 117 · 0 off
- Aging and in-Home Services of Northeast Indiana Inc Retirement Plan (IN) 117 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.