Oregon Health & Science University Foundation 403(b) Plan

Profit Sharing · DOL Form 5500 · 2023

What the Filing Says About Oregon Health & Science University Foundation 403(b) Plan

Oregon Health & Science University Foundation 403(b) Plan is a Profit Sharing retirement plan sponsored by Oregon Health & Science University Foundation, headquartered in Oregon. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 123 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 237083114, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew at a solid clip from $10M at the beginning of 2023 to $11M at year-end - up 13.4%. Net assets (after liabilities) closed the year at $11M, with reported net income of $1M 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.

Across the 2 plan years Oregon Health & Science University Foundation has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $28M to $32M, a gain of 16.0%, while reported participants moved from 196 to 224 (+14.3%). Year-by-year, sponsor-wide filings show: 2022 - $28M in assets across 2 plans covering 196 participants; 2023 - $32M in assets across 2 plans covering 224 participants.

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.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Oregon Health & Science University Foundation 403(b) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.