Other · DOL Form 5500 · 2023
University of Western States Retirement Plan
Data updated 2026-08-11
- $38M
- Total assets
- 133
- Participants
- 82nd
- Percentile by assets
- $288,566
- Avg per participant
Official DOL plan name: University of Western States 403(b) Plan · Sponsored by University of Western States · Oregon · Educational Services
$38M in assets, 133 participants
University of Western States's University of Western States 403(b) Plan reported $38M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 127,072 plans)
- #2,571 in Educational Services (3,735 peers)
Coverage in Oregon
University of Western States 403(b) Plan covers 133 participants in Oregon, about 30% of the average Oregon filer (state average ~443 per filing). Assets: $38M.
- $38M
- total plan assets (2023 EOY)
- 133
- covered participants
- 82nd
- percentile by assets (of 127,072 plans)
- $288,566
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of Western States 403(b) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- University of Western States 403(b) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $38M in the plan year 2023 filing.
Participants vs Oregon filers
In Oregon, the average filing covers about 443 participants across 1,736 plans. University of Western States 403(b) Plan reports 133 participants - about 30% of that state average ($38M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $4M |
| Employer EIN | 930309970 |
| Plan Effective Date | 1975-08-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Western States)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $34M |
| 2023 | 1 | 133 | $38M |
| 2024 | 1 | 121 | $39M |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
University of Western States 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants
- Legacy Health 403(b) Plan $1.7B · 14,249
- Asante 403b Plan $684M · 5,682
- St. Charles Health System Retirement Plan $625M · 4,378
- Samaritan Health Services Tax Sheltered Annuity Pl $615M · 6,234
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $316M · 789
Similar-Sized Other Plans Nationally
Other plans in other states closest to University of Western States 403(b) Plan by total assets, not by location.
- Columbus College of Art and Design Retirement Plan (OH) $38M · 179
- The Children's Home Society of Florida 403(b) Plan (FL) $38M · 1,151
- Bakerripley 403(b) Plan (TX) $38M · 1,358
- Peck School Retirement Plan (NJ) $38M · 118
Frequently Asked Questions
How did University of Western States 403(b) Plan assets move in 2023? ▼
How have University of Western States plan assets changed over time? ▼
Where does University of Western States 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to University of Western States 403(b) Plan? ▼
Next read for University of Western States 403(b) Plan
Filing takeaways
Ways to act on University of Western States 403(b) Plan's numbers.
- By total assets, University of Western States 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Oregon. Compare plans
- University of Western States's sponsor-wide assets have grown 14.2% since 2022 across 3 plan years on file. More Educational Services plans