Other · DOL Form 5500 · 2023

Oregon Health & Science University Foundation Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
123
Participants Small participant base
61st
Percentile by assets National rank
$90,609
Avg per participant Below avg balance/head
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Official DOL plan name: Oregon Health & Science University Foundation 403(b) Plan · Sponsored by Oregon Health & Science University Foundation · Oregon · Educational Services

$11M in assets, 123 participants

Oregon Health & Science University Foundation's Oregon Health & Science University Foundation 403(b) Plan reported $11M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #1,646 in Educational Services (3,735 peers)

Coverage in Oregon

Oregon Health & Science University Foundation 403(b) Plan covers 123 participants in Oregon, about 28% of the average Oregon filer (state average ~443 per filing). Assets: $11M.

#1,646
in Educational Services (3,735 peers)
+13.4%
assets growth YoY

Oregon Health & Science University Foundation 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Oregon Health & Science University Foundation 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,144,949 Top 39% higher than 61% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 403(b) 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 403(b) Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oregon Health & Science University Foundation 403(b) Plan reported net income fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Oregon Health & Science University Foundation 403(b) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Oregon Health & Science University Foundation 403(b) Plan reported participants rose from 111 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 237083114 · Oregon Health & Science University Foundation PY 2023 · Other

Oregon Health & Science University Foundation 403(b) Plan · $11M · 123 · 61st

  • TYPE $11M
  • NET 123
  • BOOK 61st
  • VS-ST Other
  • BOY near Netcare Corporation Tax Deferred Annuity Plan
  • SCH ind #1646

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 →

Oregon Health & Science University Foundation 403(b) Plan in the asset neighbourhood

Netcare Corporation Tax Deferred Annuity PlanNetcare Corporation Tax Defe…$11MAshe Memorial Hospital 403(b) PlanAshe Memorial Hospital 403(b…$11MGroves Academy Defined Contribution Retirement PlanGroves Academy Defined Contr…$11MGirls Preparatory School 403(b) DC PlanGirls Preparatory School 403…$11MOregon Health & Science University Foundation 403(b) PlanOregon Health & Science Univ…$11M
End-of-year total assets ($M) among Oregon Health & Science University Foundation 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN237083114
Plan Effective Date2009-01-01
Filing StatusFILING 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
$25M$30M$35M$40M 202220232024 $27.9M $37.4M ▲ +34.3%
Year Plans Participants Total Assets
2022 2 196 $28M
2023 2 224 $32M
2024 2 245 $37M

Nearby Other Plans in Oregon

Peer Other plans, same state, same plan type, ranked by total assets.

Oregon Health & Science University Foundation 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Oregon Health & Science University Foundation 403(b) Plan, Total assets ($B): 0.011144949 · Participants: 123Oregon Health & Science University Foundation 403(b) PlanLegacy Health 403(b) Plan, Total assets ($B): 1.723877574 · Participants: 14249Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.683735006 · Participants: 5682Asante 403b PlanSt. Charles Health System Retirement Plan, Total assets ($B): 0.624912862 · Participants: 4378St. Charles Health System Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.614620661 · Participants: 6234Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.316078897 · Participants: 789Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
Oregon Health & Science University Foundation 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Oregon Health & Science University Foundation 403(b) Plan side-by-side with 3 peers →

Oregon Health & Science University Foundation 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Netcare Corporation Tax Deferred Annuity Plan in OH ($11M); by covered participants it is University School of Jackson 403(b) Retirement Pla in TN (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oregon Health & Science University Foundation 403(b) Plan assets move in 2023? ▼
Oregon Health & Science University Foundation 403(b) Plan grew at a solid clip - up 13.4% during 2023, from $10M to $11M. Reported net income was $1M.
How have Oregon Health & Science University Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon Health & Science University Foundation's sponsor-wide assets grew 34.3%, from $28M to $37M.
Which Other plans are similar in size to Oregon Health & Science University Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Netcare Corporation Tax Deferred Annuity Plan in OH ($11M, 196 participants).
Which Other plans cover a similar participant headcount to Oregon Health & Science University Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is University School of Jackson 403(b) Retirement Pla in TN (123 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237083114.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.