Other · DOL Form 5500 · 2023

Oregon Episcopal School Retirement Plan

Data updated 2026-08-11

$57M
Total assets
233
Participants
87th
Percentile by assets
$246,770
Avg per participant
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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.

  • 87th percentile by assets (of 127,072 plans)
  • #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.

$57M
total plan assets (2023 EOY)
233
covered participants
87th
percentile by assets (of 127,072 plans)
$246,770
avg assets per participant

Where Oregon Episcopal School Defined Contribution Retirement Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Oregon
Industry
Educational Services

Oregon Episcopal School Defined Contribution Retirement Plan vs the 2023 asset distribution

By assets, Oregon Episcopal School Defined Contribution Retirement Plan outranks 87% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$57M
Net Income$7M
Employer EIN930386915
Plan Effective Date1969-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon Episcopal School)

$45M$50M$55M$60M$65M 202220232024 $50.8M $60.8M ▲ +19.6%
Total plan assets by year, all Oregon Episcopal School plans on file
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.

Oregon Episcopal School Defined Contribution Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants

Oregon Episcopal School Defined Contribution Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Oregon Episcopal Sch…Legacy Health 403(b)…Asante 403b PlanSt. Charles Health S…Samaritan Health Ser…Lewis & Clark Colleg…
Oregon Episcopal School Defined Contribution Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Oregon Episcopal School Defined Contribu… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Oregon Episcopal School Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Oregon Episcopal School Defined Contribution Retirement Plan assets move in 2023? ▼
Oregon Episcopal School Defined Contribution Retirement Plan grew at a solid clip - up 13.1% during 2023, from $51M to $57M. Reported net income was $7M.
How have Oregon Episcopal School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon Episcopal School's sponsor-wide assets grew 19.6%, from $51M to $61M.
Where does Oregon Episcopal School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Oregon Episcopal School Defined Contribution Retirement Plan ranks in the 87th 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 Other plans are similar in size to Oregon Episcopal School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Our Lady of the Lake University Defined Contribution Retirement Plan in TX ($57M, 871 participants).

Next read for Oregon Episcopal School Defined Contribu…

Scale reading

Ways to act on Oregon Episcopal School Defined Contribution Retirement 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 930386915.

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.