Other · DOL Form 5500 · 2023
Western Seminary Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 97
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $54,375
- Avg per participant Low balance/head
Official DOL plan name: Western Seminary 403(b) Plan · Sponsored by Western Seminary · Oregon · Educational Services
$5M in assets, 97 participants
Western Seminary's Western Seminary 403(b) Plan reported $5M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.
- #1,137 in Educational Services (3,735 peers)
Western Seminary multi-year trail
Western Seminary's plans moved +18.2% in assets from 2022 to 2024; this filing shows Western Seminary 403(b) Plan at $5M / 97 participants.
- #1,137
- in Educational Services (3,735 peers)
- +22.0%
- assets growth YoY
Western Seminary 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Western Seminary 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,274,383 45th percentile higher than 45% 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
Western Seminary 403(b) 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. Western Seminary 403(b) Plan is a small filing (97 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Western Seminary 403(b) Plan reported net income rose from -$359K in the plan year 2022 filing to $950K in the plan year 2023 filing.
- Western Seminary 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Western Seminary 403(b) Plan reported participants rose from 92 in the plan year 2022 filing to 97 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 930429022 · Western Seminary PY 2023 · Other
Western Seminary 403(b) Plan · $5M · 97 · 45th
- BOOK $5M
- BOOK 97
- BOOK 45th
- BOOK Other
- BOOK near The Pasadena Humane Society ERISA 403(b)
- BOOK ind #1137
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 →
Western Seminary 403(b) Plan in the asset neighbourhood
Western Seminary multi-year asset trail
Sponsor-wide plan assets over time
All Western Seminary plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 18.229173772755768% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 92 | $4M |
| 2023 | 1 | 97 | $5M |
| 2024 | 1 | 85 | $5M |
Western Seminary filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $950K |
| Employer EIN | 930429022 |
| Plan Effective Date | 1999-02-01 |
| Filing Status | FILING RECEIVED |
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
Western Seminary 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is The Pasadena Humane Society ERISA 403(b) in CA ($5M); by covered participants it is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (97 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.
- Tiaa-Cref Retirement Plan of Alice Lloyd College (KY) 97 · 0 off
- The Fenn School Tda and Retirement Plan (MA) 97 · 0 off
- American Heritage Schools 403(b) Plan (UT) 97 · 0 off
- Marc Development Centers DC Retirement Plan (WI) 97 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.