Other · DOL Form 5500 · 2023
University of Portland Retirement Plan
Data updated 2026-08-25
- $247M
- Total assets Near avg plan size
- 811
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $305,153
- Avg per participant High balance/head
Official DOL plan name: University of Portland Defined Contribution and Tax Deferred Annuity · Sponsored by University of Portland · Oregon · Educational Services
$247M in assets, 811 participants
University of Portland's University of Portland Defined Contribution and Tax Deferred Annuity reported $247M in total assets and 811 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,470 in Educational Services (3,735 peers)
Where University of Portland Defined Contribution and Tax Deferred Annuity sits by assets
University of Portland Defined Contribution and Tax Deferred Annuity sits in the top 5% of all filed plans by assets, $247M for 811 participants (~$305,153/participant), up 10.8% in 2023.
- #3,470
- in Educational Services (3,735 peers)
- +10.8%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
University of Portland Defined Contribution and Tax Deferred Annuity's outsized position by total assets
University of Portland Defined Contribution and Tax Deferred Annuity vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$247,478,855 Top 4% higher than 96% 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
University of Portland Defined Contribution and Tax Deferred Annuity 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. University of Portland Defined Contribution and Tax Deferred Annuity sits mid-pack in the medium band (811 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of Portland Defined Contribution and Tax Deferred Annuity reported net income rose from -$2M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- University of Portland Defined Contribution and Tax Deferred Annuity end-of-year assets rose from $223M in the plan year 2022 filing to $247M in the plan year 2023 filing.
- University of Portland Defined Contribution and Tax Deferred Annuity reported participants fell from 830 in the plan year 2022 filing to 811 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 930401259 · University of Portland PY 2023 · Other
University of Portland Defined Contribution and Tax Deferred Annuity · $247M · 811 · 96th
- ASSETS $247M
- ASSETS 811
- ASSETS 96th
- ASSETS Other
- ASSETS near University Health 403(b) Plan
- ASSETS ind #3470
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 →
University of Portland Defined Contribution and Tax Deferred Annuity in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $223M |
|---|---|
| Net Assets (End of Year) | $247M |
| Net Income | $24M |
| Employer EIN | 930401259 |
| Plan Effective Date | 1960-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Portland)
Sponsor-wide plan assets over time
All University of Portland plans reported in each filing year
- Latest sponsor-wide plan assets
- $263M 17.629489845688408% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 830 | $223M |
| 2023 | 1 | 811 | $247M |
| 2024 | 1 | 785 | $263M |
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
University of Portland Defined Contribution and Tax Deferred Annuity's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is University Health 403(b) Plan in MO ($247M); by covered participants it is Grinnell College Employees Retirement Savings Plan in IA (810 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($247M here).
- University Health 403(b) Plan (MO) $247M · 4,269
- Haverford College Defined Contribution Retirement Plan (PA) $247M · 600
- Brown Physicians, Inc. 403(b) Plan (RI) $248M · 1,271
- Bridgeport Hospital Tax Sheltered Annuity Plan (CT) $249M · 4,407
Similar participant headcount
Nearest other-state filings by covered participants (811 participants); asset peers above are excluded.
- Grinnell College Employees Retirement Savings Plan (IA) 810 · 1 off
- Birch Family Services 403(b) Retirement Savings Plan (NY) 810 · 1 off
- Presbyterian Seniorcare Retirement Plan (PA) 809 · 2 off
- Agrace Hospicecare Employee Retirement Plan (WI) 817 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.