UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 3, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNIVERSITY OF PORTLAND

This Profit Sharing plan holds $247M in total assets and serves 811 participants as of 2023. It is sponsored by UNIVERSITY OF PORTLAND in Oregon. The plan reported positive net income of $24M for the year.

Total Assets (2023)

$247M

Participants

811

State

Oregon

Industry

Educational Services

What the Filing Says About UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY

UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY is a Profit Sharing retirement plan sponsored by UNIVERSITY OF PORTLAND, headquartered in Oregon. As of the 2023 Form 5500 filing, the plan reports $247M in total end-of-year assets and covers 811 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 930401259, and the plan has been effective since 1960-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $223M at the beginning of 2023 to $247M at year-end — a gain of 10.8%. Net assets (after liabilities) closed the year at $247M, with reported net income of $24M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$223M
Total Assets (End of Year)	$247M
Net Assets (End of Year)	$247M
Net Income	$24M
Plan Type	Profit Sharing
Employer EIN	930401259
Plan Effective Date	1960-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (UNIVERSITY OF PORTLAND)

Year	Plans	Participants	Total Assets
2022	1	830	$223M
2023	1	811	$247M

Nearby Profit Sharing Plans in Oregon

Peer Profit Sharing 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
SAMARITAN HEALTH SERVICES TAX SHELTERED ANNUITY PL $615M · 6,234
LEWIS & CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN $316M · 789
THYSSENKRUPP 401(K) PLAN NORTH AMERICA $270M · 2,588

Compare UNIVERSITY OF PORTLAND DEFINED CONTRIBUT… side-by-side with 3 peers →

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Frequently Asked Questions

How much money is in the UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY? ▼

As of the 2023 Form 5500 filing, UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY holds $247M in total assets with 811 participants. It is sponsored by UNIVERSITY OF PORTLAND.

What type of plan is UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY? ▼

UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY is a Profit Sharing plan. It has been effective since 1960-09-01. The plan is filed with the U.S. Department of Labor under EIN 930401259.

Who sponsors the UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY? ▼

UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY is sponsored by UNIVERSITY OF PORTLAND, located in Oregon. The sponsor's EIN is 930401259 and the plan operates in the Educational Services industry.

How did UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY perform in 2023? ▼

UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY grew by 10.8% during 2023, moving from $223M to $247M in total assets. Net income was $24M.

Where can I find official filings for UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY? ▼

Official Form 5500 filings for UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 930401259 or plan name at efast.dol.gov.

How does UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY compare to other plans? ▼

You can compare UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY against other Profit Sharing plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.