Profit Sharing · DOL Form 5500 · 2023

Willamette University Profit Sharing Plan

Data updated 2026-08-25

$195M
Total assets Near avg plan size
766
Participants Near avg headcount
95th
Percentile by assets National rank
$254,254
Avg per participant Above avg balance/head
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Official DOL plan name: Willamette University Defined Contribution Retirement Plan · Sponsored by Willamette University · Oregon · Educational Services

$195M in assets, 766 participants

Willamette University's Willamette University Defined Contribution Retirement Plan reported $195M in total assets and 766 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,405 in Educational Services (3,735 peers)

Where Willamette University Defined Contribution Retirement Plan sits by assets

Willamette University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $195M for 766 participants (~$254,254/participant), up 10.3% in 2023.

#3,405
in Educational Services (3,735 peers)
+10.3%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Willamette University Defined Contribution Retirement Plan's outsized position by total assets

Willamette University Defined Contribution Retirement Plan vs every filed plan by assets

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

$194,758,742 Top 5% higher than 95% 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

Willamette University Defined Contribution 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. Willamette University Defined Contribution Retirement Plan sits mid-pack in the medium band (766 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Willamette University Defined Contribution Retirement Plan reported net income rose from -$30M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Willamette University Defined Contribution Retirement Plan end-of-year assets rose from $177M in the plan year 2022 filing to $195M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930386972 · Willamette University PY 2023 · Profit Sharing

Willamette University Defined Contribution Retirement Plan · $195M · 766 · 95th

  • BOY $195M
  • BOY 766
  • BOY 95th
  • BOY Profit Sharing
  • BOY near Iron Workers Defined Contribution Pension Fund Plan
  • BOY ind #3405

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 →

Willamette University Defined Contribution Retirement Plan in the asset neighbourhood

Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanHewlett Packard Enterprise P…$196MIron Workers Defined Contribution Pension Fund PlanIron Workers Defined Contrib…$196MWillamette University Defined Contribution Retirement PlanWillamette University Define…$195MThe Richards Group, Inc. Profit Sharing and 401(k) PlanThe Richards Group, Inc. Pro…$194MAssociated Universities Inc. Retirement PlanAssociated Universities Inc.…$193M
End-of-year total assets ($M) among Willamette University Defined Contribution Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$177M
Net Assets (End of Year)$195M
Net Income$18M
Employer EIN930386972
Plan Effective Date1957-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willamette University)

Sponsor-wide plan assets over time

All Willamette University plans reported in each filing year

Latest sponsor-wide plan assets
$212M 14.426461605538353% vs 2022
2024 filing year
$180M$190M$200M$210M$220M 202220232024 $185M $212M ▲ +14.4%
Year Plans Participants Total Assets
2022 2 765 $185M
2023 2 766 $195M
2024 1 730 $212M

Nearby Profit Sharing Plans in Oregon

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

Willamette University Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 02004006008001000 Total assets ($M) Participants Willamette University Defined Contribution Retirement Plan, Total assets ($M): 194.758742 · Participants: 766Willamette University Defined Contribution Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 805.482585 · Participants: 5463Les Schwab Profit Sharing Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 770.320628 · Participants: 5474Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 696.604461 · Participants: 11313Legacy Health Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 172.19814 · Participants: 485The Hoffman Employee Retirement Income PlanTuality Healthcare Performance Retirement Plan - 403(b), Total assets ($M): 105.131759 · Participants: 1300Tuality Healthcare Performance Retirement Plan - 403(b)
Willamette University Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Willamette University Defined Contribution Retirement Plan side-by-side with 3 peers →

Willamette University Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Iron Workers Defined Contribution Pension Fund Plan in MI ($196M); by covered participants it is Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan in OH (765 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (766 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 Willamette University Defined Contribution Retirement Plan assets move in 2023? ▼
Willamette University Defined Contribution Retirement Plan grew at a solid clip - up 10.3% during 2023, from $177M to $195M. Reported net income was $18M.
How have Willamette University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willamette University's sponsor-wide assets grew 14.4%, from $185M to $212M.
Where does Willamette University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Willamette University Defined Contribution Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Willamette University Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Iron Workers Defined Contribution Pension Fund Plan in MI ($196M, 4,617 participants).
Which Profit Sharing plans cover a similar participant headcount to Willamette University Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan in OH (765 participants, $123M 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 930386972.

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.