Other · DOL Form 5500 · 2023

Catlin Gabel School Retirement Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
207
Participants Below avg headcount
85th
Percentile by assets National rank
$238,393
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Catlin Gabel School Retirement Plan · Sponsored by Catlin Gabel School · Oregon · Educational Services

$49M in assets, 207 participants

Catlin Gabel School's Catlin Gabel School Retirement Plan reported $49M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,756 in Educational Services (3,735 peers)

Coverage in Oregon

Catlin Gabel School Retirement Plan covers 207 participants in Oregon, about 47% of the average Oregon filer (state average ~443 per filing). Assets: $49M.

#2,756
in Educational Services (3,735 peers)
+13.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Catlin Gabel School Retirement Plan's outsized position by total assets

Catlin Gabel School Retirement Plan vs every filed plan by assets

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

$49,347,451 Top 15% higher than 85% 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

Catlin Gabel School Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catlin Gabel School Retirement Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catlin Gabel School Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Catlin Gabel School Retirement Plan reported participants fell from 241 in the plan year 2022 filing to 207 in the plan year 2023 filing.
  • Catlin Gabel School Retirement Plan end-of-year assets rose from $44M in the plan year 2022 filing to $49M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930386804 · Catlin Gabel School PY 2023 · Other

Catlin Gabel School Retirement Plan · $49M · 207 · 85th

  • RANK $49M
  • PHOTO 207
  • IND 85th
  • EOY Other
  • 5500 near Arizona Laborers & Teamsters Annuity Plan
  • ASSETS ind #2756

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 →

Catlin Gabel School Retirement Plan in the asset neighbourhood

Brandeis University Defined Contribution Retirement Plan for Nonexempt EmployeesBrandeis University Defined …$50MCatlin Gabel School Retirement PlanCatlin Gabel School Retireme…$49MArizona Laborers & Teamsters Annuity PlanArizona Laborers & Teamsters…$49MTerc, Inc. DC Retirement Plan$49M403(b) Thrift Plan for Employees of the Science Museum of Minnesota403(b) Thrift Plan for Emplo…$49M
End-of-year total assets ($M) among Catlin Gabel School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$49M
Net Income$6M
Employer EIN930386804
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catlin Gabel School)

Sponsor-wide plan assets over time

All Catlin Gabel School plans reported in each filing year

Latest sponsor-wide plan assets
$52M 20.378154724128535% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $43.6M $52.5M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 241 $44M
2023 1 207 $49M
2024 1 214 $52M

Nearby Other Plans in Oregon

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

Catlin Gabel School Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Catlin Gabel School Retirement Plan, Total assets ($B): 0.049347451 · Participants: 207Catlin Gabel School 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
Catlin Gabel School Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Catlin Gabel School Retirement Plan side-by-side with 3 peers →

Catlin Gabel School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Arizona Laborers & Teamsters Annuity Plan in AZ ($49M); by covered participants it is Dexter Southfield, Inc. Defined Contribution Retirement Plan in MA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Catlin Gabel School Retirement Plan assets move in 2023? ▼
Catlin Gabel School Retirement Plan grew at a solid clip - up 13.2% during 2023, from $44M to $49M. Reported net income was $6M.
How have Catlin Gabel School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catlin Gabel School's sponsor-wide assets grew 20.4%, from $44M to $52M.
Where does Catlin Gabel School Retirement Plan rank by assets among Form 5500 filers? ▼
Catlin Gabel School Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Catlin Gabel School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Arizona Laborers & Teamsters Annuity Plan in AZ ($49M, 2,648 participants).
Which Other plans cover a similar participant headcount to Catlin Gabel School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Dexter Southfield, Inc. Defined Contribution Retirement Plan in MA (207 participants, $53M 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 930386804.

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.