Other · DOL Form 5500 · 2023
Oregon Episcopal School Retirement Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 233
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $246,770
- Avg per participant Above avg balance/head
Official DOL plan name: Oregon Episcopal School Defined Contribution Retirement Plan · Sponsored by Oregon Episcopal School · Oregon · Educational Services
$57M in assets, 233 participants
Oregon Episcopal School's Oregon Episcopal School Defined Contribution Retirement Plan reported $57M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #2,856 in Educational Services (3,735 peers)
Where Oregon Episcopal School Defined Contribution Retirement Plan sits by assets
Oregon Episcopal School Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $57M for 233 participants (~$246,770/participant), up 13.1% in 2023.
- #2,856
- in Educational Services (3,735 peers)
- +13.1%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Oregon Episcopal School Defined Contribution Retirement Plan's outsized position by total assets
Oregon Episcopal School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$57,497,459 Top 13% higher than 87% 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 Episcopal School Defined Contribution 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. Oregon Episcopal School Defined Contribution Retirement Plan sits mid-pack in the medium band (233 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oregon Episcopal School Defined Contribution Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Oregon Episcopal School Defined Contribution Retirement Plan end-of-year assets rose from $51M in the plan year 2022 filing to $57M in the plan year 2023 filing.
- Oregon Episcopal School Defined Contribution Retirement Plan reported participants rose from 213 in the plan year 2022 filing to 233 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 930386915 · Oregon Episcopal School PY 2023 · Other
Oregon Episcopal School Defined Contribution Retirement Plan · $57M · 233 · 87th
- RANK $57M
- PHOTO 233
- IND 87th
- EOY Other
- 5500 near Our Lady of the Lake University Defined Contribution Retirement Plan
- ASSETS ind #2856
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 →
Oregon Episcopal School Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $7M |
| Employer EIN | 930386915 |
| Plan Effective Date | 1969-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oregon Episcopal School)
Sponsor-wide plan assets over time
All Oregon Episcopal School plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 19.60205714189496% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 213 | $51M |
| 2023 | 1 | 233 | $57M |
| 2024 | 1 | 238 | $61M |
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 Episcopal School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Our Lady of the Lake University Defined Contribution Retirement Plan in TX ($57M); by covered participants it is Metro Housing Boston 403(b) Plan in MA (233 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
- Our Lady of the Lake University Defined Contribution Retirement Plan (TX) $57M · 871
- Roessler Chadwick Foundation Dba Chadwick School Retirement Plan (CA) $57M · 294
- John Brown University Pension Plan (AR) $57M · 402
- University of Nebraska Foundation Defined Contribution Retirement Plan (NE) $57M · 231
Similar participant headcount
Nearest other-state filings by covered participants (233 participants); asset peers above are excluded.
- Metro Housing Boston 403(b) Plan (MA) 233 · 0 off
- The Root Center for Advanced Recovery 403(b) Plan (CT) 233 · 0 off
- Wes Health System 403(b) Plan (PA) 233 · 0 off
- Emergycare 403(b) Plan (PA) 232 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.