Other · DOL Form 5500 · 2023
French International School of Oregon Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $56,135
- Avg per participant Low balance/head
Official DOL plan name: French International School of Oregon 403(b) Plan · Sponsored by French International School of Oregon · Oregon · Educational Services
$9M in assets, 154 participants
French International School of Oregon's French International School of Oregon 403(b) Plan reported $9M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #1,435 in Educational Services (3,735 peers)
Coverage in Oregon
French International School of Oregon 403(b) Plan covers 154 participants in Oregon, about 35% of the average Oregon filer (state average ~443 per filing). Assets: $9M.
- #1,435
- in Educational Services (3,735 peers)
- +11.9%
- assets growth YoY
French International School of Oregon 403(b) Plan's mid-pack asset rank among Educational Services and all filers
French International School of Oregon 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,644,851 Top 45% higher than 55% 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
French International School of Oregon 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. French International School of Oregon 403(b) Plan sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- French International School of Oregon 403(b) Plan reported net income rose from -$858K in the plan year 2022 filing to $917K in the plan year 2023 filing.
- French International School of Oregon 403(b) Plan reported participants rose from 122 in the plan year 2022 filing to 154 in the plan year 2023 filing.
- French International School of Oregon 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 930738797 · French International School of Oregon PY 2023 · Other
French International School of Oregon 403(b) Plan · $9M · 154 · 55th
- BOY $9M
- SCH 154
- EBSA 55th
- PART Other
- TYPE near Chattanooga Christian School 403(b) Plan
- NET ind #1435
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 →
French International School of Oregon 403(b) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $917K |
| Employer EIN | 930738797 |
| Plan Effective Date | 1991-11-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (French International School of Oregon)
Sponsor-wide plan assets over time
All French International School of Oregon plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 26.310407369447077% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $8M |
| 2023 | 1 | 154 | $9M |
| 2024 | 1 | 173 | $10M |
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
French International School of Oregon 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Chattanooga Christian School 403(b) Plan in TN ($9M); by covered participants it is Eversight 403(b) DC Plan in MI (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.
- Eversight 403(b) DC Plan (MI) 154 · 0 off
- Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan (NY) 154 · 0 off
- The Field School, Inc. 403(b) DC Plan (DC) 154 · 0 off
- Impact Tax Deferred Annuity Plan (CA) 154 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.