Other · DOL Form 5500 · 2023

Grantmakers for Education Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
26th
Percentile by assets National rank
$163,682
Avg per participant Above avg balance/head
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Official DOL plan name: Grantmakers for Education 403 (B) Retirement Plan · Sponsored by Grantmakers for Education · Oregon · Other Services

$1M in assets, 8 participants

Grantmakers for Education's Grantmakers for Education 403 (B) Retirement Plan reported $1M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,003 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Grantmakers for Education 403 (B) Retirement Plan ranks #4,003 of 7,857 2023 filers by assets (1533% of the sector average)-$1M for 8 participants.

#4,003
in Other Services (7,857 peers)
+50.3%
assets growth YoY

Grantmakers for Education 403 (B) Retirement Plan among the smaller filed plans by assets

Grantmakers for Education 403 (B) Retirement Plan vs every filed plan by assets

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

$1,309,458 26th percentile higher than 26% 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

Grantmakers for Education 403 (B) Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grantmakers for Education 403 (B) Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grantmakers for Education 403 (B) Retirement Plan reported net income rose from -$163K in the plan year 2022 filing to $438K in the plan year 2023 filing.
  • Grantmakers for Education 403 (B) Retirement Plan end-of-year assets rose from $871K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Grantmakers for Education 403 (B) Retirement Plan reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330919329 · Grantmakers for Education PY 2023 · Other

Grantmakers for Education 403 (B) Retirement Plan · $1M · 8 · 26th

  • SCH $1M
  • EBSA 8
  • PART 26th
  • TYPE Other
  • NET near Arc of Southington 403(b) Plan
  • BOOK ind #4003

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 Other Services retirement plans → · Plans in Oregon →

Grantmakers for Education 403 (B) Retirement Plan in the asset neighbourhood

Grantmakers for Education 403 (B) Retirement PlanGrantmakers for Education 40…$1MArc of Southington 403(b) PlanArc of Southington 403(b) Pl…$1MMm Fashion Retirement Plan$1MInterfaith Works Retirement & Ee Savings PlanInterfaith Works Retirement …$1MHughson Samaritan Village 403(b) PlanHughson Samaritan Village 40…$1M
End-of-year total assets ($M) among Grantmakers for Education 403 (B) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$871K
Net Assets (End of Year)$1M
Net Income$438K
Employer EIN330919329
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grantmakers for Education)

Sponsor-wide plan assets over time

All Grantmakers for Education plans reported in each filing year

Latest sponsor-wide plan assets
$1M 50.311135089219604% vs 2022
2023 filing year
$0.8M$1M$1.2M$1.4M 20222023 $0.87M $1.31M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 9 $871K
2023 1 8 $1M

Nearby Other Plans in Oregon

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

Grantmakers for Education 403 (B) Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Grantmakers for Education 403 (B) Retirement Plan, Total assets ($B): 0.001309458 · Participants: 8Grantmakers for Education 403 (B) 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
Grantmakers for Education 403 (B) Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Grantmakers for Education 403 (B) Retirement Plan side-by-side with 3 peers →

Grantmakers for Education 403 (B) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Arc of Southington 403(b) Plan in CT ($1M); by covered participants it is Mendocino, Inc Sep IRA in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Grantmakers for Education 403 (B) Retirement Plan assets move in 2023? ▼
Grantmakers for Education 403 (B) Retirement Plan surged - up 50.3% during 2023, from $871K to $1M. Reported net income was $438K.
How have Grantmakers for Education plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Grantmakers for Education's sponsor-wide assets grew 50.3%, from $871K to $1M.
Which Other plans are similar in size to Grantmakers for Education 403 (B) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Arc of Southington 403(b) Plan in CT ($1M, 117 participants).
Which Other plans cover a similar participant headcount to Grantmakers for Education 403 (B) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Mendocino, Inc Sep IRA in CA (8 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 330919329.

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.