Money Purchase · DOL Form 5500 · 2023

Oregon State University Foundation Money Purchase Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
132
Participants Small participant base
84th
Percentile by assets National rank
$343,782
Avg per participant High balance/head
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Official DOL plan name: Osu Foundation Money Purchase Plan · Sponsored by Oregon State University Foundation · Oregon · Educational Services

$45M in assets, 132 participants

Oregon State University Foundation's Osu Foundation Money Purchase Plan reported $45M in total assets and 132 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.

  • #2,708 in Educational Services (3,735 peers)

Coverage in Oregon

Osu Foundation Money Purchase Plan covers 132 participants in Oregon, about 30% of the average Oregon filer (state average ~443 per filing). Assets: $45M.

#2,708
in Educational Services (3,735 peers)
+24.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Osu Foundation Money Purchase Plan's outsized position by total assets

Osu Foundation Money Purchase Plan vs every filed plan by assets

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

$45,379,224 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

Osu Foundation Money Purchase 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. Osu Foundation Money Purchase Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Osu Foundation Money Purchase Plan reported net income rose from -$1M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Osu Foundation Money Purchase Plan end-of-year assets rose from $36M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Osu Foundation Money Purchase Plan reported participants fell from 135 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 936022772 · Oregon State University Foundation PY 2023 · Money Purchase

Osu Foundation Money Purchase Plan · $45M · 132 · 84th

  • BOOK $45M
  • VS-ST 132
  • BOY 84th
  • SCH Money Purchase
  • EBSA near IBEW Local 64 Profit Sharing Plan and Trust
  • PART ind #2708

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 →

Osu Foundation Money Purchase Plan in the asset neighbourhood

Local 553 Deferred Compensation FundLocal 553 Deferred Compensat…$46MIBEW Local 64 Profit Sharing Plan and TrustIBEW Local 64 Profit Sharing…$46MOsu Foundation Money Purchase PlanOsu Foundation Money Purchas…$45MBoston Plasterers & Cement Masons Local 534 Deferred Income PlanBoston Plasterers & Cement M…$45MInsulators & Allied Workers Local 39 Money Purchase Pension PlanInsulators & Allied Workers …$45M
End-of-year total assets ($M) among Osu Foundation Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$45M
Net Income$9M
Employer EIN936022772
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon State University Foundation)

Sponsor-wide plan assets over time

All Oregon State University Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$49M 12.179942342081853% vs 2022
2024 filing year
$42M$44M$46M$48M$50M 202220232024 $44.1M $49.4M ▲ +12.2%
Year Plans Participants Total Assets
2022 2 287 $44M
2023 1 132 $45M
2024 1 145 $49M

Nearby Money Purchase Plans in Oregon

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Osu Foundation Money Purchase Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Osu Foundation Money Purchase Plan, Total assets ($B): 0.045379224 · Participants: 132Osu Foundation Money Purchase PlanInternational Brotherhood of Electrical Workers District No.9 Pension Plan, Total assets ($B): 2.3381513 · Participants: 28784International Brotherhood of Electrical Workers District No.9 Pension PlanNorthwest Permanente, P.C. Retirement Plan - Mpp Aspect, Total assets ($B): 0.966192011 · Participants: 1517Northwest Permanente, P.C. Retirement Plan - Mpp AspectCascade Pension Trust Money Purchase Pension Plan, Total assets ($B): 0.374630622 · Participants: 2092Cascade Pension Trust Money Purchase Pension PlanSamaritan Health Services Retirement Plan, Total assets ($B): 0.28877694 · Participants: 5389Samaritan Health Services Retirement PlanLocal Union 598 Supplemental Pension Plan, Total assets ($B): 0.142516759 · Participants: 611Local Union 598 Supplemental Pension Plan
Osu Foundation Money Purchase Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
Compare Osu Foundation Money Purchase Plan side-by-side with 3 peers →

Osu Foundation Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Oregon, the nearest Money Purchase by assets is IBEW Local 64 Profit Sharing Plan and Trust in OH ($46M); by covered participants it is Anderson Pacific Engineering Construction, Inc. Money Purchase Pension Plan in CA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Osu Foundation Money Purchase Plan assets move in 2023? ▼
Osu Foundation Money Purchase Plan grew sharply - up 24.8% during 2023, from $36M to $45M. Reported net income was $9M.
How have Oregon State University Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon State University Foundation's sponsor-wide assets grew 12.2%, from $44M to $49M.
Where does Osu Foundation Money Purchase Plan rank by assets among Form 5500 filers? ▼
Osu Foundation Money Purchase 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 Money Purchase plans are similar in size to Osu Foundation Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is IBEW Local 64 Profit Sharing Plan and Trust in OH ($46M, 406 participants).
Which Money Purchase plans cover a similar participant headcount to Osu Foundation Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Anderson Pacific Engineering Construction, Inc. Money Purchase Pension Plan in CA (132 participants, $15M 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 936022772.

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.