Profit Sharing · DOL Form 5500 · 2023

SEIU Local 503, Oregon Public Employees Union Profit Sharing Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
171
Participants Small participant base
79th
Percentile by assets National rank
$169,821
Avg per participant Above avg balance/head
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Official DOL plan name: SEIU Local 503 Retirement Plan · Sponsored by SEIU Local 503, Oregon Public Employees Union · Oregon · Educational Services

$29M in assets, 171 participants

SEIU Local 503, Oregon Public Employees Union's SEIU Local 503 Retirement Plan reported $29M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,376 in Educational Services (3,735 peers)

Coverage in Oregon

SEIU Local 503 Retirement Plan covers 171 participants in Oregon, about 39% of the average Oregon filer (state average ~443 per filing). Assets: $29M.

#2,376
in Educational Services (3,735 peers)
+17.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

SEIU Local 503 Retirement Plan's outsized position by total assets

SEIU Local 503 Retirement Plan vs every filed plan by assets

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

$29,039,450 Top 21% higher than 79% 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

SEIU Local 503 Retirement 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. SEIU Local 503 Retirement Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • SEIU Local 503 Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • SEIU Local 503 Retirement Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • SEIU Local 503 Retirement Plan reported participants rose from 167 in the plan year 2022 filing to 171 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930323147 · SEIU Local 503, Oregon Public Employees Union PY 2023 · Profit Sharing

SEIU Local 503 Retirement Plan · $29M · 171 · 79th

  • EIN $29M
  • EIN 171
  • EIN 79th
  • EIN Profit Sharing
  • EIN near Tufts Medical Center, Inc. Retirement Program - Participant Contribution Plan
  • EIN ind #2376

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 Educational Services retirement plans → · Plans in Oregon →

SEIU Local 503 Retirement Plan in the asset neighbourhood

Lighthouse School Retirement PlanLighthouse School Retirement…$29MSEIU Local 503 Retirement PlanSEIU Local 503 Retirement Pl…$29MTufts Medical Center, Inc. Retirement Program - Participant Contribution PlanTufts Medical Center, Inc. R…$29MCcsi 403(b) Retirement Plan$29MDermatology Associates of Virginia Profit Sharing PlanDermatology Associates of Vi…$29M
End-of-year total assets ($M) among SEIU Local 503 Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN930323147
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SEIU Local 503, Oregon Public Employees Union)

Sponsor-wide plan assets over time

All SEIU Local 503, Oregon Public Employees Union plans reported in each filing year

Latest sponsor-wide plan assets
$33M 32.89445879553616% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.8M $32.9M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 167 $25M
2023 1 171 $29M
2024 1 171 $33M

Nearby Profit Sharing Plans in Oregon

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

SEIU Local 503 Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants SEIU Local 503 Retirement Plan, Total assets ($M): 29.03945 · Participants: 171SEIU Local 503 Retirement 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
SEIU Local 503 Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare SEIU Local 503 Retirement Plan side-by-side with 3 peers →

SEIU Local 503 Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Tufts Medical Center, Inc. Retirement Program - Participant Contribution Plan in MA ($29M); by covered participants it is Ohio Valley Residential Services 403b Plan in OH (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 SEIU Local 503 Retirement Plan assets move in 2023? ▼
SEIU Local 503 Retirement Plan grew sharply - up 17.2% during 2023, from $25M to $29M. Reported net income was $4M.
How have SEIU Local 503, Oregon Public Employees Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), SEIU Local 503, Oregon Public Employees Union's sponsor-wide assets grew 32.9%, from $25M to $33M.
Where does SEIU Local 503 Retirement Plan rank by assets among Form 5500 filers? ▼
SEIU Local 503 Retirement Plan ranks in the 79th 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 SEIU Local 503 Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tufts Medical Center, Inc. Retirement Program - Participant Contribution Plan in MA ($29M, 361 participants).
Which Profit Sharing plans cover a similar participant headcount to SEIU Local 503 Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ohio Valley Residential Services 403b Plan in OH (171 participants, $4M 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 930323147.

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.