Other · DOL Form 5500 · 2022
Southern Oregon Child and Family Council, Inc. Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 301
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $32,976
- Avg per participant Low balance/head
Official DOL plan name: Southern Oregon Head Start Retirement Plan · Sponsored by Southern Oregon Child and Family Council, Inc. · Oregon · Healthcare & Social Assistance
$10M in assets, 301 participants
Southern Oregon Child and Family Council, Inc.'s Southern Oregon Head Start Retirement Plan reported $10M in total assets and 301 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.
- #14,068 in Healthcare & Social Assistance (20,060 peers)
Southern Oregon Child and Family Council, Inc. multi-year trail
Southern Oregon Child and Family Council, Inc.'s plans moved +17.1% in assets from 2022 to 2024; this filing shows Southern Oregon Head Start Retirement Plan at $10M / 301 participants.
- #14,068
- in Healthcare & Social Assistance (20,060 peers)
- +8.6%
- assets growth YoY
Southern Oregon Head Start Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Southern Oregon Head Start Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,925,925 Top 35% higher than 65% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Southern Oregon Head Start Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Oregon Head Start Retirement Plan sits mid-pack in the medium band (301 participants).
Plan-year Form 5500 strip
Filing strip 930564896 · Southern Oregon Child and Family Council, Inc. PY 2022 · Other
Southern Oregon Head Start Retirement Plan · $10M · 301 · 65th
- PCT $10M
- EIN 301
- RANK 65th
- PHOTO Other
- IND near Philadelphia Fight 403(b) Defined Contribution Plan
- EOY ind #14068
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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →
Southern Oregon Head Start Retirement Plan in the asset neighbourhood
Southern Oregon Child and Family Council, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Southern Oregon Child and Family Council, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 17.116560925052323% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 301 | $10M |
| 2023 | 1 | 362 | $12M |
| 2024 | 1 | 384 | $12M |
Southern Oregon Child and Family Council, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $783K |
| Employer EIN | 930564896 |
| Plan Effective Date | 1988-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $1.4B · 13,568
- Asante 403b Plan $563M · 5,704
- St. Charles Health System Retirement Plan $519M · 4,485
- Samaritan Health Services Tax Sheltered Annuity Pl $510M · 6,068
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $280M · 774
Southern Oregon Head Start Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Philadelphia Fight 403(b) Defined Contribution Plan in PA ($10M); by covered participants it is Crohn's & Colitis Foundation 403(b) Defined Contribution Plan in NY (301 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Philadelphia Fight 403(b) Defined Contribution Plan (PA) $10M · 279
- Ave Maria 403(b) Retirement Plan (MI) $10M · 178
- Lifenet Inc. 403(b) Tsa Plan (TX) $10M · 305
- 403(b) Thrift Plan of New Alternatives for Children, Inc. (NY) $10M · 463
Similar participant headcount
Nearest other-state filings by covered participants (301 participants); asset peers above are excluded.
- Crohn's & Colitis Foundation 403(b) Defined Contribution Plan (NY) 301 · 0 off
- Russell County Hospital Retirement Savings Plan (KY) 301 · 0 off
- St. Mary's Home for Disabled Children, Inc. Supplemental Retirement Plan (VA) 301 · 0 off
- Cherokee Regional Medical Center Tax Deferred Annuity Plan (IA) 301 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.