Other · DOL Form 5500 · 2023
Portland Opportunities Industrialization Center Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 203
- Participants Below avg headcount
- 38th
- Percentile by assets National rank
- $17,169
- Avg per participant Low balance/head
Official DOL plan name: Poic 403b Plan · Sponsored by Portland Opportunities Industrialization Center Inc. · Oregon · Educational Services
$3M in assets, 203 participants
Portland Opportunities Industrialization Center Inc.'s Poic 403b Plan reported $3M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #930 in Educational Services (3,735 peers)
Coverage in Oregon
Poic 403b Plan covers 203 participants in Oregon, about 46% of the average Oregon filer (state average ~443 per filing). Assets: $3M.
- #930
- in Educational Services (3,735 peers)
- +13.2%
- assets growth YoY
Poic 403b Plan's mid-pack asset rank among Educational Services and all filers
Poic 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,485,379 38th percentile higher than 38% 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
Poic 403b 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. Poic 403b Plan sits mid-pack in the medium band (203 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Poic 403b Plan reported net income rose from -$206K in the plan year 2022 filing to $408K in the plan year 2023 filing.
- Poic 403b Plan reported participants rose from 128 in the plan year 2022 filing to 203 in the plan year 2023 filing.
- Poic 403b Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 930593858 · Portland Opportunities Industrialization Center Inc. PY 2023 · Other
Poic 403b Plan · $3M · 203 · 38th
- EBSA $3M
- PART 203
- TYPE 38th
- NET Other
- BOOK near Harbor Country Day School 403(b) DC Plan
- VS-ST ind #930
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 →
Poic 403b Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $408K |
| Employer EIN | 930593858 |
| Plan Effective Date | 2002-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Portland Opportunities Industrialization Center Inc.)
Sponsor-wide plan assets over time
All Portland Opportunities Industrialization Center Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 31.263273088350356% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 128 | $3M |
| 2023 | 1 | 203 | $3M |
| 2024 | 1 | 261 | $4M |
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
Poic 403b Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Harbor Country Day School 403(b) DC Plan in NY ($3M); by covered participants it is Groton School 403(b) Defined Contribution Retirement Plan in MA (203 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (203 participants); asset peers above are excluded.
- Groton School 403(b) Defined Contribution Retirement Plan (MA) 203 · 0 off
- Community Medical Center Inc. Tax Deferred Annuity Plan (NE) 203 · 0 off
- Csl 403(b) Plan (AL) 203 · 0 off
- Primary Care Providers for a Healthy Feliciana 403 (LA) 203 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.