Other · DOL Form 5500 · 2023

Volunteers of America of Oregon, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
245
Participants Below avg headcount
55th
Percentile by assets National rank
$34,489
Avg per participant Low balance/head
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Official DOL plan name: Volunteers of America of Oregon, Inc. Employer Discretionary Plan · Sponsored by Volunteers of America of Oregon, Inc. · Oregon · Healthcare & Social Assistance

$8M in assets, 245 participants

Volunteers of America of Oregon, Inc.'s Volunteers of America of Oregon, Inc. Employer Discretionary Plan reported $8M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,699 in Healthcare & Social Assistance (17,684 peers)

Volunteers of America of Oregon, Inc. multi-year trail

Volunteers of America of Oregon, Inc.'s plans moved +39.1% in assets from 2022 to 2024; this filing shows Volunteers of America of Oregon, Inc. Employer Discretionary Plan at $8M / 245 participants.

#10,699
in Healthcare & Social Assistance (17,684 peers)
+18.3%
assets growth YoY

Volunteers of America of Oregon, Inc. Employer Discretionary Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Volunteers of America of Oregon, Inc. Employer Discretionary Plan vs every filed plan by assets

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

$8,449,731 Top 45% higher than 55% 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

Volunteers of America of Oregon, Inc. Employer Discretionary 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. Volunteers of America of Oregon, Inc. Employer Discretionary Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Volunteers of America of Oregon, Inc. Employer Discretionary Plan reported net income rose from $343K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Volunteers of America of Oregon, Inc. Employer Discretionary Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930395591 · Volunteers of America of Oregon, Inc. PY 2023 · Other

Volunteers of America of Oregon, Inc. Employer Discretionary Plan · $8M · 245 · 55th

  • EOY $8M
  • 5500 245
  • ASSETS 55th
  • PCT Other
  • EIN near United Counseling Service 403(b) Plan
  • RANK ind #10699

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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Volunteers of America of Oregon, Inc. Employer Discretionary Plan in the asset neighbourhood

Easter Seals Massachusetts 403(b)(7) PlanEaster Seals Massachusetts 4…$8MThe Highlands at Wyomissing 403(b) PlanThe Highlands at Wyomissing …$8MVolunteers of America of Oregon, Inc. Employer Discretionary PlanVolunteers of America of Ore…$8MUnited Counseling Service 403(b) PlanUnited Counseling Service 40…$8MCriterion Child Enrichment Inc. Tax Deferred Annuity (Tda) PlanCriterion Child Enrichment I…$8M
End-of-year total assets ($M) among Volunteers of America of Oregon, Inc. Employer Discretionary Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Volunteers of America of Oregon, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Volunteers of America of Oregon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 39.13987541710212% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.14M $9.94M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 247 $7M
2023 1 245 $8M
2024 1 261 $10M

Volunteers of America of Oregon, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN930395591
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Oregon

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

Volunteers of America of Oregon, Inc. Employer Discretionary Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Volunteers of America of Oregon, Inc. Employer Discretionary Plan, Total assets ($B): 0.008449731 · Participants: 245Volunteers of America of Oregon, Inc. Employer Discretionary 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
Volunteers of America of Oregon, Inc. Employer Discretionary Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Volunteers of America of Oregon, Inc. Employer Discretionary Plan side-by-side with 3 peers →

Volunteers of America of Oregon, Inc. Employer Discretionary Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is United Counseling Service 403(b) Plan in VT ($8M); by covered participants it is L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in TN (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Volunteers of America of Oregon, Inc. Employer Discretionary Plan assets move in 2023? ▼
Volunteers of America of Oregon, Inc. Employer Discretionary Plan grew sharply - up 18.3% during 2023, from $7M to $8M. Reported net income was $1M.
How have Volunteers of America of Oregon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Volunteers of America of Oregon, Inc.'s sponsor-wide assets grew 39.1%, from $7M to $10M.
Which Other plans are similar in size to Volunteers of America of Oregon, Inc. Employer Discretionary Plan? ▼
Among Other plans in other states, the closest by assets is United Counseling Service 403(b) Plan in VT ($8M, 328 participants).
Which Other plans cover a similar participant headcount to Volunteers of America of Oregon, Inc. Employer Discretionary Plan? ▼
Among Other plans in other states, the closest by covered participants is L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in TN (245 participants, $3M 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 930395591.

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.