Profit Sharing · DOL Form 5500 · 2023

Oregon Research Institute Profit Sharing Plan

Data updated 2026-08-11

$42M
Total assets
91
Participants
84th
Percentile by assets
$464,465
Avg per participant
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Official DOL plan name: Oregon Research Institute 403(b) Retirement Savings Plan · Sponsored by Oregon Research Institute · Oregon · Professional & Technical Services

$42M in assets, 91 participants

Oregon Research Institute's Oregon Research Institute 403(b) Retirement Savings Plan reported $42M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 127,072 plans)
  • #17,196 in Professional & Technical Services (20,321 peers)

Where Oregon Research Institute 403(b) Retirement Savings Plan sits by assets

Oregon Research Institute 403(b) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $42M for 91 participants (~$464,465/participant), up 6.6% in 2023.

$42M
total plan assets (2023 EOY)
91
covered participants
84th
percentile by assets (of 127,072 plans)
$464,465
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oregon Research Institute 403(b) Retirement Savings Plan reported net income rose from -$11M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Oregon Research Institute 403(b) Retirement Savings Plan reported participants fell from 123 in the plan year 2022 filing to 91 in the plan year 2023 filing.
  • Oregon Research Institute 403(b) Retirement Savings Plan end-of-year assets rose from $40M in the plan year 2022 filing to $42M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Oregon
Industry
Professional & Technical Services

Oregon Research Institute 403(b) Retirement Savings Plan vs the 2023 asset distribution

By assets, Oregon Research Institute 403(b) Retirement Savings Plan outranks 84% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$42M
Net Income$3M
Employer EIN930495655
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon Research Institute)

$39M$40M$41M$42M$43M 202220232024 $39.7M $41.4M ▲ +4.4%
Total plan assets by year, all Oregon Research Institute plans on file
Year Plans Participants Total Assets
2022 1 123 $40M
2023 1 91 $42M
2024 1 102 $41M

Nearby Profit Sharing Plans in Oregon

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Oregon Research Institute 403(b) Retirement Savings Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants

Oregon Research Institute 403(b) Retirement Savings Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 02004006008001000 Total assets ($M) Participants Oregon Research Inst…Les Schwab Profit Sh…Les Schwab Profit Sh…Legacy Health Define…Willamette Universit…The Hoffman Employee…
Oregon Research Institute 403(b) Retirement Savings Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Oregon Research Institute 403(b) Retirem… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Oregon Research Institute 403(b) Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Oregon Research Institute 403(b) Retirement Savings Plan assets move in 2023? ▼
Oregon Research Institute 403(b) Retirement Savings Plan grew at a solid clip - up 6.6% during 2023, from $40M to $42M. Reported net income was $3M.
How have Oregon Research Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon Research Institute's sponsor-wide assets grew 4.4%, from $40M to $41M.
Where does Oregon Research Institute 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Oregon Research Institute 403(b) Retirement Savings Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Oregon Research Institute 403(b) Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Paul, Weiss, Rifkind, Wharton & Garrison LLP Defined Contribution Retirement Plan in NY ($42M, 845 participants).

Next read for Oregon Research Institute 403(b) Retirem…

Scale reading

Ways to act on Oregon Research Institute 403(b) Retirement Savings Plan's numbers.

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 930495655.

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.