Profit Sharing · DOL Form 5500 · 2023

Oregon Research Institute Profit Sharing Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
91
Participants Small participant base
84th
Percentile by assets National rank
$464,465
Avg per participant High balance/head
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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.

  • #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.

#17,196
in Professional & Technical Services (20,321 peers)
+6.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Oregon Research Institute 403(b) Retirement Savings Plan's outsized position by total assets

Oregon Research Institute 403(b) Retirement Savings Plan vs every filed plan by assets

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

$42,266,288 Top 16% higher than 84% 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 Research Institute 403(b) Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oregon Research Institute 403(b) Retirement Savings Plan is a small filing (91 participants) on this national headcount ladder.

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 →

Form 5500 schedule snapshot

Filing strip 930495655 · Oregon Research Institute PY 2023 · Profit Sharing

Oregon Research Institute 403(b) Retirement Savings Plan · $42M · 91 · 84th

  • PCT $42M
  • EIN 91
  • RANK 84th
  • PHOTO Profit Sharing
  • IND near Paul, Weiss, Rifkind, Wharton & Garrison LLP Defined Contribution Retirement Plan
  • EOY ind #17196

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 Professional & Technical Services retirement plans → · Plans in Oregon →

Oregon Research Institute 403(b) Retirement Savings Plan in the asset neighbourhood

Alivia Care, Inc. 403(b) Retirement PlanAlivia Care, Inc. 403(b) Ret…$42MOregon Research Institute 403(b) Retirement Savings PlanOregon Research Institute 40…$42MPaul, Weiss, Rifkind, Wharton & Garrison LLP Defined Contribution Retirement PlanPaul, Weiss, Rifkind, Wharto…$42MInterlochen Center for the Arts Retirement PlanInterlochen Center for the A…$42MIBEW Local No. 32 NECA Profit Sharing Annuity PlanIBEW Local No. 32 NECA Profi…$42M
End-of-year total assets ($M) among Oregon Research Institute 403(b) Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Oregon Research Institute plans reported in each filing year

Latest sponsor-wide plan assets
$41M 4.422846285910703% vs 2022
2024 filing year
$39M$40M$41M$42M$43M 202220232024 $39.7M $41.4M ▲ +4.4%
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 Scatter plot of 6 data points. -5000050001000015000 02004006008001000 Total assets ($M) Participants Oregon Research Institute 403(b) Retirement Savings Plan, Total assets ($M): 42.266288 · Participants: 91Oregon Research Institute 403(b) Retirement Savings PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 805.482585 · Participants: 5463Les Schwab Profit Sharing Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 770.320628 · Participants: 5474Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 696.604461 · Participants: 11313Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 194.758742 · Participants: 766Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 172.19814 · Participants: 485The Hoffman Employee Retirement Income Plan
Oregon Research Institute 403(b) Retirement Savings Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Oregon Research Institute 403(b) Retirement Savings Plan side-by-side with 3 peers →

Oregon Research Institute 403(b) Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Paul, Weiss, Rifkind, Wharton & Garrison LLP Defined Contribution Retirement Plan in NY ($42M); by covered participants it is Surefire Ventures, Inc. Profit Sharing Plan & Trust in VA (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 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).
Which Profit Sharing plans cover a similar participant headcount to Oregon Research Institute 403(b) Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Surefire Ventures, Inc. Profit Sharing Plan & Trust in VA (91 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 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.