Other · DOL Form 5500 · 2023
Head Start of Lane County Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 263
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $49,184
- Avg per participant Low balance/head
Official DOL plan name: Head Start of Lane County 403b Tax Deferred Annuity Plan · Sponsored by Head Start of Lane County · Oregon · Educational Services
$13M in assets, 263 participants
Head Start of Lane County's Head Start of Lane County 403b Tax Deferred Annuity Plan reported $13M in total assets and 263 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #1,743 in Educational Services (3,735 peers)
Head Start of Lane County multi-year trail
Head Start of Lane County's plans moved +16.0% in assets from 2022 to 2023; this filing shows Head Start of Lane County 403b Tax Deferred Annuity Plan at $13M / 263 participants.
- #1,743
- in Educational Services (3,735 peers)
- +16.0%
- assets growth YoY
Head Start of Lane County 403b Tax Deferred Annuity Plan's mid-pack asset rank among Educational Services and all filers
Head Start of Lane County 403b Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,935,339 Top 36% higher than 64% 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
Head Start of Lane County 403b Tax Deferred Annuity 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. Head Start of Lane County 403b Tax Deferred Annuity Plan sits mid-pack in the medium band (263 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Head Start of Lane County 403b Tax Deferred Annuity Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Head Start of Lane County 403b Tax Deferred Annuity Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Head Start of Lane County 403b Tax Deferred Annuity Plan reported participants fell from 274 in the plan year 2022 filing to 263 in the plan year 2023 filing.
DOL schedule card
Filing strip 930728229 · Head Start of Lane County PY 2023 · Other
Head Start of Lane County 403b Tax Deferred Annuity Plan · $13M · 263 · 64th
- BOOK $13M
- VS-ST 263
- BOY 64th
- SCH Other
- EBSA near Path Corporation 403(b) Plan
- PART ind #1743
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 →
Head Start of Lane County 403b Tax Deferred Annuity Plan in the asset neighbourhood
Head Start of Lane County multi-year asset trail
Sponsor-wide plan assets over time
All Head Start of Lane County plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 16.015182478085723% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 274 | $11M |
| 2023 | 1 | 263 | $13M |
Head Start of Lane County filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 930728229 |
| Plan Effective Date | 1998-08-01 |
| Filing Status | FILING RECEIVED |
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
Head Start of Lane County 403b Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Path Corporation 403(b) Plan in CA ($13M); by covered participants it is Albany College of Pharmacy and Health Sciences 403(b) Plan in NY (263 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Path Corporation 403(b) Plan (CA) $13M · 876
- Points of Light Foundation 403(b) Retirement Plan (GA) $13M · 60
- Carson Valley Childrens Aid 403(b) Plan (PA) $13M · 311
- Russell County Hospital Retirement Savings Plan (KY) $13M · 281
Similar participant headcount
Nearest other-state filings by covered participants (263 participants); asset peers above are excluded.
- Albany College of Pharmacy and Health Sciences 403(b) Plan (NY) 263 · 0 off
- University of Health Sciences and Pharmacy in St. Louis Defined Contribution Plan (MO) 263 · 0 off
- Sierra Vista Employee Retirement Plan (CA) 263 · 0 off
- Caldwell Hospice and Palliative Care, Inc. Retirement Plan (NC) 263 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.