Profit Sharing · DOL Form 5500 · 2023

Willamette University Profit Sharing Plan

Data updated 2026-08-11

$195M
Total assets: 766
Participants: 95th
Percentile by assets: $254,254
Avg per participant

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.

95th percentile by assets (of 127,072 plans)
#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.

$195M
total plan assets (2023 EOY): 766
covered participants: 95th
percentile by assets (of 127,072 plans): $254,254
avg assets per participant

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 2023→2024 release diff →

State

Oregon

Industry

Educational Services

Willamette University Defined Contribution Retirement Plan vs the 2023 asset distribution

By assets, Willamette University Defined Contribution Retirement Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$177M
Net Assets (End of Year)	$195M
Net Income	$18M
Employer EIN	930386972
Plan Effective Date	1957-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Willamette University)

Total plan assets by year, all Willamette University plans on file

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

Les Schwab Profit Sharing Retirement Plan $805M · 5,463
Les Schwab Profit Sharing Retirement Plan $770M · 5,474
Legacy Health Defined Contribution Retirement Plan $697M · 11,313
The Hoffman Employee Retirement Income Plan $172M · 485
Tuality Healthcare Performance Retirement Plan - 403(b) $105M · 1,300

Compare Willamette University Defined Contributi… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Willamette University Defined Contribution Retirement Plan by total assets, not by location.

Iron Workers Defined Contribution Pension Fund Plan (MI) $196M · 4,617
Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan (PR) $196M · 751
The Richards Group, Inc. Profit Sharing and 401(k) Plan (TX) $194M · 301
Associated Universities Inc. Retirement Plan (VA) $193M · 541

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).

Next read for Willamette University Defined Contributi…

Scale reading

Ways to act on Willamette University Defined Contribution Retirement Plan's numbers.

By total assets, Willamette University Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Oregon. Compare plans
Willamette University's sponsor-wide assets have grown 14.4% since 2022 across 3 plan years on file. More Educational Services plans

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.