Other · DOL Form 5500 · 2023

Pacific University Retirement Plan

Data updated 2026-08-25

$217M
Total assets Near avg plan size
1,571
Participants Near avg headcount
95th
Percentile by assets National rank
$137,939
Avg per participant Near avg balance/head
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Official DOL plan name: Pacific University Section 403(b) Plan · Sponsored by Pacific University · Oregon · Educational Services

$217M in assets, 1,571 participants

Pacific University's Pacific University Section 403(b) Plan reported $217M in total assets and 1,571 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,433 in Educational Services (3,735 peers)

Coverage in Oregon

Pacific University Section 403(b) Plan covers 1,571 participants in Oregon, 3.5x the typical Oregon plan (state average ~443 per filing). Assets: $217M.

#3,433
in Educational Services (3,735 peers)
+15.9%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Pacific University Section 403(b) Plan's outsized position by total assets

Pacific University Section 403(b) Plan vs every filed plan by assets

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

$216,701,650 Top 5% higher than 95% 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

Pacific University Section 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pacific University Section 403(b) Plan lands in the large band (1,571 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pacific University Section 403(b) Plan reported net income rose from -$25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Pacific University Section 403(b) Plan reported participants rose from 956 in the plan year 2022 filing to 1,571 in the plan year 2023 filing.
  • Pacific University Section 403(b) Plan end-of-year assets rose from $187M in the plan year 2022 filing to $217M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930386892 · Pacific University PY 2023 · Other

Pacific University Section 403(b) Plan · $217M · 1,571 · 95th

  • EIN $217M
  • EIN 1,571
  • EIN 95th
  • EIN Other
  • EIN near University of Redlands Retirement Plan
  • EIN ind #3433

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 →

Pacific University Section 403(b) Plan in the asset neighbourhood

The Metropolitan Opera Retirement Savings PlanThe Metropolitan Opera Retir…$217MQuinnipiac University Tax Deferred Annuity PlanQuinnipiac University Tax De…$217MPacific University Section 403(b) PlanPacific University Section 4…$217MUniversity of Redlands Retirement PlanUniversity of Redlands Retir…$216MDrew University Defined Contribution and Tax Deferred PlanDrew University Defined Cont…$216M
End-of-year total assets ($M) among Pacific University Section 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$187M
Net Assets (End of Year)$217M
Net Income$30M
Employer EIN930386892
Plan Effective Date1947-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pacific University)

Sponsor-wide plan assets over time

All Pacific University plans reported in each filing year

Latest sponsor-wide plan assets
$243M 30.056162009925895% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $187M $243M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 956 $187M
2023 1 1,571 $217M
2024 1 1,440 $243M

Nearby Other Plans in Oregon

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

Pacific University Section 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. 050001000015000 00.511.52 Total assets ($B) Participants Pacific University Section 403(b) Plan, Total assets ($B): 0.21670165 · Participants: 1571Pacific University Section 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
Pacific University Section 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Pacific University Section 403(b) Plan side-by-side with 3 peers →

Pacific University Section 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is University of Redlands Retirement Plan in CA ($216M); by covered participants it is Ithaca College 403(b) Retirement Plan in NY (1,569 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,571 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 Pacific University Section 403(b) Plan assets move in 2023? ▼
Pacific University Section 403(b) Plan grew sharply - up 15.9% during 2023, from $187M to $217M. Reported net income was $30M.
How have Pacific University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pacific University's sponsor-wide assets grew 30.1%, from $187M to $243M.
Where does Pacific University Section 403(b) Plan rank by assets among Form 5500 filers? ▼
Pacific University Section 403(b) Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Pacific University Section 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is University of Redlands Retirement Plan in CA ($216M, 887 participants).
Which Other plans cover a similar participant headcount to Pacific University Section 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Ithaca College 403(b) Retirement Plan in NY (1,569 participants, $597M 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 930386892.

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.