Money Purchase · DOL Form 5500 · 2023
Oregon Health & Science University Foundation Money Purchase Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $209,597
- Avg per participant Above avg balance/head
Official DOL plan name: Oregon Health & Science University Foundation Pension Plan · Sponsored by Oregon Health & Science University Foundation · Oregon · Other Services
$21M in assets, 101 participants
Oregon Health & Science University Foundation's Oregon Health & Science University Foundation Pension Plan reported $21M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #6,734 in Other Services (7,857 peers)
Coverage in Oregon
Oregon Health & Science University Foundation Pension Plan covers 101 participants in Oregon, about 23% of the average Oregon filer (state average ~443 per filing). Assets: $21M.
- #6,734
- in Other Services (7,857 peers)
- +17.4%
- assets growth YoY
Oregon Health & Science University Foundation Pension Plan's outsized position by total assets
Oregon Health & Science University Foundation Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,169,286 Top 26% higher than 74% 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
Oregon Health & Science University Foundation Pension 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. Oregon Health & Science University Foundation Pension Plan sits mid-pack in the medium band (101 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oregon Health & Science University Foundation Pension Plan reported net income rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Oregon Health & Science University Foundation Pension Plan reported participants rose from 85 in the plan year 2022 filing to 101 in the plan year 2023 filing.
- Oregon Health & Science University Foundation Pension Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 237083114 · Oregon Health & Science University Foundation PY 2023 · Money Purchase
Oregon Health & Science University Foundation Pension Plan · $21M · 101 · 74th
- EBSA $21M
- PART 101
- TYPE 74th
- NET Money Purchase
- BOOK near Home Builders Institute Pension and Profit Sharing Plan
- VS-ST ind #6734
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 Other Services retirement plans → · Plans in Oregon →
Oregon Health & Science University Foundation Pension Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 237083114 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oregon Health & Science University Foundation)
Sponsor-wide plan assets over time
All Oregon Health & Science University Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 34.27358627411195% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 196 | $28M |
| 2023 | 2 | 224 | $32M |
| 2024 | 2 | 245 | $37M |
Nearby Money Purchase Plans in Oregon
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- International Brotherhood of Electrical Workers District No.9 Pension Plan $2.3B · 28,784
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect $966M · 1,517
- Cascade Pension Trust Money Purchase Pension Plan $375M · 2,092
- Samaritan Health Services Retirement Plan $289M · 5,389
- Local Union 598 Supplemental Pension Plan $143M · 611
Oregon Health & Science University Foundation Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Oregon, the nearest Money Purchase by assets is Home Builders Institute Pension and Profit Sharing Plan in DC ($21M); by covered participants it is Harvard Management Company Inc. Pension Plan in MA (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Home Builders Institute Pension and Profit Sharing Plan (DC) $21M · 268
- Frozen Phs 401(a) Plan (TX) $21M · 324
- Sherin and Lodgen Retirement Plan (MA) $21M · 58
- Rhode Island Sheet Metal Workers Local 17 Annuity Fund (RI) $21M · 202
Similar participant headcount
Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.
- Harvard Management Company Inc. Pension Plan (MA) 101 · 0 off
- Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. (NJ) 101 · 0 off
- Missouri Hospital Association Employees Pension Plan (MO) 103 · 2 off
- Retail Wholesale and Department Store Union Staff Retirement Plan (NY) 103 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.