Other · DOL Form 5500 · 2023

Umatilla-Morrow Head Start, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
170
Participants Small participant base
48th
Percentile by assets National rank
$35,995
Avg per participant Low balance/head
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Official DOL plan name: Umatilla-Morrow Head Start, Inc. 403(b) Plan · Sponsored by Umatilla-Morrow Head Start, Inc. · Oregon · Educational Services

$6M in assets, 170 participants

Umatilla-Morrow Head Start, Inc.'s Umatilla-Morrow Head Start, Inc. 403(b) Plan reported $6M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #1,228 in Educational Services (3,735 peers)

Coverage in Oregon

Umatilla-Morrow Head Start, Inc. 403(b) Plan covers 170 participants in Oregon, about 38% of the average Oregon filer (state average ~443 per filing). Assets: $6M.

#1,228
in Educational Services (3,735 peers)
+10.4%
assets growth YoY

Umatilla-Morrow Head Start, Inc. 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Umatilla-Morrow Head Start, Inc. 403(b) Plan vs every filed plan by assets

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

$6,119,155 48th percentile higher than 48% 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

Umatilla-Morrow Head Start, Inc. 403(b) 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. Umatilla-Morrow Head Start, Inc. 403(b) Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Umatilla-Morrow Head Start, Inc. 403(b) Plan reported net income rose from -$953K in the plan year 2022 filing to $655K in the plan year 2023 filing.
  • Umatilla-Morrow Head Start, Inc. 403(b) Plan reported participants rose from 103 in the plan year 2022 filing to 170 in the plan year 2023 filing.
  • Umatilla-Morrow Head Start, Inc. 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930937286 · Umatilla-Morrow Head Start, Inc. PY 2023 · Other

Umatilla-Morrow Head Start, Inc. 403(b) Plan · $6M · 170 · 48th

  • PART $6M
  • PART 170
  • PART 48th
  • PART Other
  • PART near 403(b) Thrift Plan of Community Action Partnership
  • PART ind #1228

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 →

Umatilla-Morrow Head Start, Inc. 403(b) Plan in the asset neighbourhood

Eden 403(b) Retirement Plan$6MNorth, Inc. Employee Savings PlanNorth, Inc. Employee Savings…$6MUmatilla-Morrow Head Start, Inc. 403(b) PlanUmatilla-Morrow Head Start, …$6M403(b) Thrift Plan of Community Action Partnership403(b) Thrift Plan of Commun…$6M401(a) Thrift Plan of Kips Bay Boys and Girls Club, Inc.401(a) Thrift Plan of Kips B…$6M
End-of-year total assets ($M) among Umatilla-Morrow Head Start, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$655K
Employer EIN930937286
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umatilla-Morrow Head Start, Inc.)

Sponsor-wide plan assets over time

All Umatilla-Morrow Head Start, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 11.083621844325501% vs 2022
2024 filing year
$5.4M$5.6M$5.8M$6M$6.2M$6.4M 202220232024 $5.54M $6.16M ▲ +11.2%
Year Plans Participants Total Assets
2022 1 103 $6M
2023 1 170 $6M
2024 1 209 $6M

Nearby Other Plans in Oregon

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

Umatilla-Morrow Head Start, Inc. 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Umatilla-Morrow Head Start, Inc. 403(b) Plan, Total assets ($B): 0.006119155 · Participants: 170Umatilla-Morrow Head Start, Inc. 403(b) PlanLegacy Health 403(b) Plan, Total assets ($B): 1.723877574 · Participants: 14249Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.683735006 · Participants: 5682Asante 403b PlanSt. Charles Health System Retirement Plan, Total assets ($B): 0.624912862 · Participants: 4378St. Charles Health System Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.614620661 · Participants: 6234Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.316078897 · Participants: 789Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
Umatilla-Morrow Head Start, Inc. 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Umatilla-Morrow Head Start, Inc. 403(b) Plan side-by-side with 3 peers →

Umatilla-Morrow Head Start, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is 403(b) Thrift Plan of Community Action Partnership in ND ($6M); by covered participants it is Peninsula Institute for Community Health Inc 403(b) Plan in VA (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Umatilla-Morrow Head Start, Inc. 403(b) Plan assets move in 2023? ▼
Umatilla-Morrow Head Start, Inc. 403(b) Plan grew at a solid clip - up 10.4% during 2023, from $6M to $6M. Reported net income was $655K.
How have Umatilla-Morrow Head Start, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umatilla-Morrow Head Start, Inc.'s sponsor-wide assets grew 11.1%, from $6M to $6M.
Which Other plans are similar in size to Umatilla-Morrow Head Start, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Community Action Partnership in ND ($6M, 82 participants).
Which Other plans cover a similar participant headcount to Umatilla-Morrow Head Start, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Peninsula Institute for Community Health Inc 403(b) Plan in VA (170 participants, $9M 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 930937286.

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.