Other · DOL Form 5500 · 2023
Linfield University Retirement Plan
Data updated 2026-08-25
- $127M
- Total assets Near avg plan size
- 476
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $266,576
- Avg per participant High balance/head
Official DOL plan name: Linfield University Defined Contribtuion Retirement Plan · Sponsored by Linfield University · Oregon · Educational Services
$127M in assets, 476 participants
Linfield University's Linfield University Defined Contribtuion Retirement Plan reported $127M in total assets and 476 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,269 in Educational Services (3,735 peers)
Where Linfield University Defined Contribtuion Retirement Plan sits by assets
Linfield University Defined Contribtuion Retirement Plan sits in the top 10% of all filed plans by assets, $127M for 476 participants (~$266,576/participant), up 7.8% in 2023.
- #3,269
- in Educational Services (3,735 peers)
- +7.8%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Linfield University Defined Contribtuion Retirement Plan's outsized position by total assets
Linfield University Defined Contribtuion Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$126,890,311 Top 7% higher than 93% 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
Linfield University Defined Contribtuion Retirement 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. Linfield University Defined Contribtuion Retirement Plan sits mid-pack in the medium band (476 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Linfield University Defined Contribtuion Retirement Plan reported net income rose from -$20M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Linfield University Defined Contribtuion Retirement Plan end-of-year assets rose from $118M in the plan year 2022 filing to $127M in the plan year 2023 filing.
- Linfield University Defined Contribtuion Retirement Plan reported participants fell from 501 in the plan year 2022 filing to 476 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 930391586 · Linfield University PY 2023 · Other
Linfield University Defined Contribtuion Retirement Plan · $127M · 476 · 93rd
- PART $127M
- PART 476
- PART 93rd
- PART Other
- PART near Elmhurst University Retirement Plan
- PART ind #3269
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 →
Linfield University Defined Contribtuion Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $118M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | $9M |
| Employer EIN | 930391586 |
| Plan Effective Date | 1960-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Linfield University)
Sponsor-wide plan assets over time
All Linfield University plans reported in each filing year
- Latest sponsor-wide plan assets
- $135M 14.971655573161991% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 501 | $118M |
| 2023 | 1 | 476 | $127M |
| 2024 | 1 | 493 | $135M |
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
Linfield University Defined Contribtuion Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Elmhurst University Retirement Plan in IL ($127M); by covered participants it is Community Residences Retirement Plan in VA (477 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($127M here).
- Elmhurst University Retirement Plan (IL) $127M · 511
- Akron General Health System Matched Retirement Savings Plan (OH) $127M · 614
- Marymount University Defined Contribution Retirement Plan (VA) $127M · 577
- St. John's School Retirement Plan (TX) $128M · 523
Similar participant headcount
Nearest other-state filings by covered participants (476 participants); asset peers above are excluded.
- Community Residences Retirement Plan (VA) 477 · 1 off
- Pomerene Hospital 403(b) Match Plan (OH) 477 · 1 off
- 403(b) Thrift Plan of Suncoast Community Health Centers, Inc. (FL) 477 · 1 off
- The College of Saint Rose 403(b) Retirement Plan (NY) 478 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.