Other · DOL Form 5500 · 2023

Multnomah University Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
138
Participants Small participant base
40th
Percentile by assets National rank
$28,729
Avg per participant Low balance/head
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Official DOL plan name: Multnomah University 403(b) Retirement Plan · Sponsored by Multnomah University · Oregon · Educational Services

$4M in assets, 138 participants

Multnomah University's Multnomah University 403(b) Retirement Plan reported $4M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #992 in Educational Services (3,735 peers)

Coverage in Oregon

Multnomah University 403(b) Retirement Plan covers 138 participants in Oregon, about 31% of the average Oregon filer (state average ~443 per filing). Assets: $4M.

#992
in Educational Services (3,735 peers)
-53.8%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Multnomah University 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers

Multnomah University 403(b) Retirement Plan vs every filed plan by assets

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

$3,964,608 40th percentile higher than 40% 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

Multnomah University 403(b) Retirement 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. Multnomah University 403(b) Retirement Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Multnomah University 403(b) Retirement Plan reported net income fell from $777K in the plan year 2022 filing to -$5M in the plan year 2023 filing.
  • Multnomah University 403(b) Retirement Plan end-of-year assets fell from $9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Multnomah University 403(b) Retirement Plan reported participants fell from 156 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 930398802 · Multnomah University PY 2023 · Other

Multnomah University 403(b) Retirement Plan · $4M · 138 · 40th

  • VS-ST $4M
  • BOY 138
  • SCH 40th
  • EBSA Other
  • PART near Steven D Svetcov Dds Retirement Plan
  • TYPE ind #992

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 →

Multnomah University 403(b) Retirement Plan in the asset neighbourhood

Steven D Svetcov Dds Retirement PlanSteven D Svetcov Dds Retirem…$4MTockwotton Home Retirement Savings PlanTockwotton Home Retirement S…$4MMultnomah University 403(b) Retirement PlanMultnomah University 403(b) …$4MFriendship Place Retirement and Employee Savings PlanFriendship Place Retirement …$4MPolaris Project 403(b) Plan$4M
End-of-year total assets ($M) among Multnomah University 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$4M
Net Income-$5M
Employer EIN930398802
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Multnomah University)

Sponsor-wide plan assets over time

All Multnomah University plans reported in each filing year

Latest sponsor-wide plan assets
$2M 72.93373256407021% vs 2022
2024 filing year
$0M$2M$4M$6M$8M$10M 202220232024 $8.58M $2.32M ▼ -73.0%
Year Plans Participants Total Assets
2022 1 156 $9M
2023 1 138 $4M
2024 1 N/A $2M

Nearby Other Plans in Oregon

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

Multnomah University 403(b) Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Multnomah University 403(b) Retirement Plan, Total assets ($B): 0.003964608 · Participants: 138Multnomah University 403(b) Retirement 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
Multnomah University 403(b) Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Multnomah University 403(b) Retirement Plan side-by-side with 3 peers →

Multnomah University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Steven D Svetcov Dds Retirement Plan in NY ($4M); by covered participants it is Hospice of Southern Maine Retirement Savings Plan in ME (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Multnomah University 403(b) Retirement Plan assets move in 2023? ▼
Multnomah University 403(b) Retirement Plan contracted severely - down 53.8% during 2023, from $9M to $4M. Reported net income was -$5M.
How have Multnomah University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Multnomah University's sponsor-wide assets declined 72.9%, from $9M to $2M.
Which Other plans are similar in size to Multnomah University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Steven D Svetcov Dds Retirement Plan in NY ($4M, 3 participants).
Which Other plans cover a similar participant headcount to Multnomah University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hospice of Southern Maine Retirement Savings Plan in ME (138 participants, $7M 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 930398802.

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.