401(k) · DOL Form 5500 · 2023

Oregon Community Foundation 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
109
Participants Small participant base
72nd
Percentile by assets National rank
$174,651
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oregon Community Foundation Retirement and Savings Plan · Sponsored by Oregon Community Foundation · Oregon · Other Services

$19M in assets, 109 participants

Oregon Community Foundation's Oregon Community Foundation Retirement and Savings Plan reported $19M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,634 in Other Services (7,857 peers)

Coverage in Oregon

Oregon Community Foundation Retirement and Savings Plan covers 109 participants in Oregon, about 25% of the average Oregon filer (state average ~443 per filing). Assets: $19M.

#6,634
in Other Services (7,857 peers)
+19.6%
assets growth YoY

Oregon Community Foundation Retirement and Savings Plan's outsized position by total assets

Oregon Community Foundation Retirement and Savings Plan vs every filed plan by assets

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

$19,036,987 Top 28% higher than 72% 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

Oregon Community Foundation Retirement and Savings 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. Oregon Community Foundation Retirement and Savings Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oregon Community Foundation Retirement and Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Oregon Community Foundation Retirement and Savings Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Oregon Community Foundation Retirement and Savings Plan reported participants rose from 102 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237315673 · Oregon Community Foundation PY 2023 · 401(k)

Oregon Community Foundation Retirement and Savings Plan · $19M · 109 · 72nd

  • BOY $19M
  • SCH 109
  • EBSA 72nd
  • PART 401(k)
  • TYPE near Mntn 401(k) Profit Sharing Plan & Trust
  • NET ind #6634

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 →

Oregon Community Foundation Retirement and Savings Plan in the asset neighbourhood

Oregon Community Foundation Retirement and Savings PlanOregon Community Foundation …$19MMntn 401(k) Profit Sharing Plan & TrustMntn 401(k) Profit Sharing P…$19MHunt-Eas 401(k) Plan$19MSmail Company, Inc. 401(k) PlanSmail Company, Inc. 401(k) P…$19MImpact Communication Partners, Inc 401(k) PlanImpact Communication Partner…$19M
End-of-year total assets ($M) among Oregon Community Foundation Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN237315673
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon Community Foundation)

Sponsor-wide plan assets over time

All Oregon Community Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$21M 34.910038364998506% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $15.9M $21.5M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 102 $16M
2023 1 109 $19M
2024 1 108 $21M

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oregon Community Foundation Retirement and Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Oregon Community Foundation Retirement and Savings Plan, Total assets ($B): 0.019036987 · Participants: 109Oregon Community Foundation Retirement and Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Oregon Community Foundation Retirement and Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Oregon Community Foundation Retirement and Savings Plan side-by-side with 3 peers →

Oregon Community Foundation Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Mntn 401(k) Profit Sharing Plan & Trust in TX ($19M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Oregon Community Foundation Retirement and Savings Plan assets move in 2023? ▼
Oregon Community Foundation Retirement and Savings Plan grew sharply - up 19.6% during 2023, from $16M to $19M. Reported net income was $3M.
How have Oregon Community Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon Community Foundation's sponsor-wide assets grew 34.9%, from $16M to $21M.
Which 401(k) plans are similar in size to Oregon Community Foundation Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mntn 401(k) Profit Sharing Plan & Trust in TX ($19M, 419 participants).
Which 401(k) plans cover a similar participant headcount to Oregon Community Foundation Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M 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 237315673.

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.