401(k) · DOL Form 5500 · 2023
Oregon Shakespeare Festival Association 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 285
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $27,407
- Avg per participant Low balance/head
Official DOL plan name: Oregon Shakespeare Festival Association 403(b) Plan · Sponsored by Oregon Shakespeare Festival Association · Oregon · Arts, Entertainment & Recreation
$8M in assets, 285 participants
Oregon Shakespeare Festival Association's Oregon Shakespeare Festival Association 403(b) Plan reported $8M in total assets and 285 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #2,076 in Arts, Entertainment & Recreation (2,945 peers)
Oregon Shakespeare Festival Association multi-year trail
Oregon Shakespeare Festival Association's plans moved -55.4% in assets from 2022 to 2024; this filing shows Oregon Shakespeare Festival Association 403(b) Plan at $8M / 285 participants.
- #2,076
- in Arts, Entertainment & Recreation (2,945 peers)
- -34.5%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oregon Shakespeare Festival Association 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Oregon Shakespeare Festival Association 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,811,107 Top 47% higher than 53% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Oregon Shakespeare Festival Association 403(b) 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 Shakespeare Festival Association 403(b) Plan sits mid-pack in the medium band (285 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oregon Shakespeare Festival Association 403(b) Plan reported net income fell from -$3M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
- Oregon Shakespeare Festival Association 403(b) Plan end-of-year assets fell from $12M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Oregon Shakespeare Festival Association 403(b) Plan reported participants fell from 310 in the plan year 2022 filing to 285 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 930407022 · Oregon Shakespeare Festival Association PY 2023 · 401(k)
Oregon Shakespeare Festival Association 403(b) Plan · $8M · 285 · 53rd
- PCT $8M
- EIN 285
- RANK 53rd
- PHOTO 401(k)
- IND near Pegasus Support Services, LLC 401(k) Plan
- EOY ind #2076
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 Arts, Entertainment & Recreation retirement plans → · Plans in Oregon →
Oregon Shakespeare Festival Association 403(b) Plan in the asset neighbourhood
Oregon Shakespeare Festival Association multi-year asset trail
Sponsor-wide plan assets over time
All Oregon Shakespeare Festival Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 55.44487630376976% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 418 | $17M |
| 2023 | 2 | 474 | $10M |
| 2024 | 1 | 154 | $7M |
Oregon Shakespeare Festival Association filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$4M |
| Employer EIN | 930407022 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Oregon Shakespeare Festival Association 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Pegasus Support Services, LLC 401(k) Plan in GA ($8M); by covered participants it is Don Miller 401(k) Plan in WI (285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (285 participants); asset peers above are excluded.
- Don Miller 401(k) Plan (WI) 285 · 0 off
- Basin Electric Power Cooperative Nd/Sd Union 401(k) Plan (ND) 285 · 0 off
- Posit Software 401(k) Plan (MA) 285 · 0 off
- Fiba Tech 401(k) Profit Sharing Plan (MA) 285 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.