Other · DOL Form 5500 · 2023
Oregon Shakespeare Festival Association Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 189
- Participants Below avg headcount
- 29th
- Percentile by assets National rank
- $8,994
- Avg per participant Low balance/head
Official DOL plan name: Oregon Shakespeare Festival Association Matching Retirement Plan & Trust · Sponsored by Oregon Shakespeare Festival Association · Oregon · Arts, Entertainment & Recreation
$2M in assets, 189 participants
Oregon Shakespeare Festival Association's Oregon Shakespeare Festival Association Matching Retirement Plan & Trust reported $2M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #1,564 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in Oregon
Oregon Shakespeare Festival Association Matching Retirement Plan & Trust covers 189 participants in Oregon, about 43% of the average Oregon filer (state average ~443 per filing). Assets: $2M.
- #1,564
- in Arts, Entertainment & Recreation (2,945 peers)
- -64.0%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oregon Shakespeare Festival Association Matching Retirement Plan & Trust among the smaller filed plans by assets
Oregon Shakespeare Festival Association Matching Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,699,845 29th percentile higher than 29% 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 Matching Retirement Plan & Trust 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 Matching Retirement Plan & Trust sits mid-pack in the medium band (189 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oregon Shakespeare Festival Association Matching Retirement Plan & Trust reported net income fell from -$1M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Oregon Shakespeare Festival Association Matching Retirement Plan & Trust reported participants rose from 108 in the plan year 2022 filing to 189 in the plan year 2023 filing.
- Oregon Shakespeare Festival Association Matching Retirement Plan & Trust end-of-year assets fell from $5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 930407022 · Oregon Shakespeare Festival Association PY 2023 · Other
Oregon Shakespeare Festival Association Matching Retirement Plan & Trust · $2M · 189 · 29th
- PCT $2M
- PCT 189
- PCT 29th
- PCT Other
- PCT near 403(b) Thrift Plan for Employees of the Center for Pursuit
- PCT ind #1564
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 Matching Retirement Plan & Trust in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$3M |
| Employer EIN | 930407022 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oregon Shakespeare Festival Association)
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 |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $1.7B · 14,249
- Asante 403b Plan $684M · 5,682
- St. Charles Health System Retirement Plan $625M · 4,378
- Samaritan Health Services Tax Sheltered Annuity Pl $615M · 6,234
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $316M · 789
Oregon Shakespeare Festival Association Matching Retirement Plan & Trust's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is 403(b) Thrift Plan for Employees of the Center for Pursuit in TX ($2M); by covered participants it is Sun-Maid Growers of California Defined Contribution Pension Plan in CA (189 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.
- Sun-Maid Growers of California Defined Contribution Pension Plan (CA) 189 · 0 off
- Hospice of the Good Shepherd, Inc. 403(b) Plan (MA) 189 · 0 off
- Spie Retirement Plan (WA) 189 · 0 off
- 403(b) Thrift Plan of Aspiro, Inc. (WI) 189 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.