Other · DOL Form 5500 · 2023

Serendipity Center, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
83
Participants Small participant base
44th
Percentile by assets National rank
$59,598
Avg per participant Low balance/head
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Official DOL plan name: Serendipity Center 403(b) Plan · Sponsored by Serendipity Center, Inc. · Oregon · Educational Services

$5M in assets, 83 participants

Serendipity Center, Inc.'s Serendipity Center 403(b) Plan reported $5M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #1,100 in Educational Services (3,735 peers)

Serendipity Center, Inc. multi-year trail

Serendipity Center, Inc.'s plans moved +15.8% in assets from 2022 to 2024; this filing shows Serendipity Center 403(b) Plan at $5M / 83 participants.

#1,100
in Educational Services (3,735 peers)
+14.9%
assets growth YoY

Serendipity Center 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Serendipity Center 403(b) Plan vs every filed plan by assets

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

$4,946,658 44th percentile higher than 44% 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

Serendipity Center 403(b) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Serendipity Center 403(b) Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Serendipity Center 403(b) Plan reported net income rose from $427K in the plan year 2022 filing to $642K in the plan year 2023 filing.
  • Serendipity Center 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Serendipity Center 403(b) Plan reported participants fell from 91 in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 930730861 · Serendipity Center, Inc. PY 2023 · Other

Serendipity Center 403(b) Plan · $5M · 83 · 44th

  • PCT $5M
  • EIN 83
  • RANK 44th
  • PHOTO Other
  • IND near 403(b) Thrift Plan for Employees of Girl Scouts of Western Washington
  • EOY ind #1100

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 →

Serendipity Center 403(b) Plan in the asset neighbourhood

Rs Eden 403(b) Plan$5MSerendipity Center 403(b) PlanSerendipity Center 403(b) Pl…$5M403(b) Thrift Plan for Employees of Girl Scouts of Western Washington403(b) Thrift Plan for Emplo…$5M403(b) Thrift Plan of Epic$5MMountain Laurel Medical Center 403(b) PlanMountain Laurel Medical Cent…$5M
End-of-year total assets ($M) among Serendipity Center 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Serendipity Center, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Serendipity Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 15.827171512071564% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.3M $4.99M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 91 $4M
2023 1 83 $5M
2024 1 87 $5M

Serendipity Center, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$642K
Employer EIN930730861
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Oregon

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

Serendipity Center 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 ($B) Participants Serendipity Center 403(b) Plan, Total assets ($B): 0.004946658 · Participants: 83Serendipity Center 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
Serendipity Center 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Serendipity Center 403(b) Plan side-by-side with 3 peers →

Serendipity Center 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is 403(b) Thrift Plan for Employees of Girl Scouts of Western Washington in WA ($5M); by covered participants it is United Way of Greater Cincinnati 403(b) Plan in OH (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Serendipity Center 403(b) Plan assets move in 2023? ▼
Serendipity Center 403(b) Plan grew at a solid clip - up 14.9% during 2023, from $4M to $5M. Reported net income was $642K.
How have Serendipity Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Serendipity Center, Inc.'s sponsor-wide assets grew 15.8%, from $4M to $5M.
Which Other plans are similar in size to Serendipity Center 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Girl Scouts of Western Washington in WA ($5M, 166 participants).
Which Other plans cover a similar participant headcount to Serendipity Center 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is United Way of Greater Cincinnati 403(b) Plan in OH (83 participants, $9M 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 930730861.

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.