Other · DOL Form 5500 · 2023

Klamath Family Head Start Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
130
Participants Small participant base
37th
Percentile by assets National rank
$24,719
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Klamath Family Head Start 403(b) Plan · Sponsored by Klamath Family Head Start · Oregon · Educational Services

$3M in assets, 130 participants

Klamath Family Head Start's Klamath Family Head Start 403(b) Plan reported $3M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

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

Coverage in Oregon

Klamath Family Head Start 403(b) Plan covers 130 participants in Oregon, about 29% of the average Oregon filer (state average ~443 per filing). Assets: $3M.

#904
in Educational Services (3,735 peers)
+20.3%
assets growth YoY

Klamath Family Head Start 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Klamath Family Head Start 403(b) Plan vs every filed plan by assets

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

$3,213,407 37th percentile higher than 37% 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

Klamath Family Head Start 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. Klamath Family Head Start 403(b) Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Klamath Family Head Start 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Klamath Family Head Start 403(b) Plan reported participants rose from 117 in the plan year 2022 filing to 130 in the plan year 2023 filing.
  • Klamath Family Head Start 403(b) Plan reported net income rose from $492K in the plan year 2022 filing to $542K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930768142 · Klamath Family Head Start PY 2023 · Other

Klamath Family Head Start 403(b) Plan · $3M · 130 · 37th

  • BOOK $3M
  • VS-ST 130
  • BOY 37th
  • SCH Other
  • EBSA near Vista Maria 403(b) Retirement Plan
  • PART ind #904

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 →

Klamath Family Head Start 403(b) Plan in the asset neighbourhood

Vista Maria 403(b) Retirement PlanVista Maria 403(b) Retiremen…$3MThe Consortium 403(b) Plan$3MKlamath Family Head Start 403(b) PlanKlamath Family Head Start 40…$3MElsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement PlanElsie Whitlow Stokes Communi…$3M401(k) Profit Sharing Plan for Employees of Arundel Lodge, Inc.401(k) Profit Sharing Plan f…$3M
End-of-year total assets ($M) among Klamath Family Head Start 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$542K
Employer EIN930768142
Plan Effective Date1992-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Klamath Family Head Start)

Sponsor-wide plan assets over time

All Klamath Family Head Start plans reported in each filing year

Latest sponsor-wide plan assets
$4M 34.8665587483976% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.67M $3.6M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 117 $3M
2023 1 130 $3M
2024 1 149 $4M

Nearby Other Plans in Oregon

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

Klamath Family Head Start 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 ($B) Participants Klamath Family Head Start 403(b) Plan, Total assets ($B): 0.003213407 · Participants: 130Klamath Family Head Start 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
Klamath Family Head Start 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Klamath Family Head Start 403(b) Plan side-by-side with 3 peers →

Klamath Family Head Start 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Vista Maria 403(b) Retirement Plan in MI ($3M); by covered participants it is Tiaa-Cref Retirement Plan for Employees of Cate School in CA (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Klamath Family Head Start 403(b) Plan assets move in 2023? ▼
Klamath Family Head Start 403(b) Plan grew sharply - up 20.3% during 2023, from $3M to $3M. Reported net income was $542K.
How have Klamath Family Head Start plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klamath Family Head Start's sponsor-wide assets grew 34.9%, from $3M to $4M.
Which Other plans are similar in size to Klamath Family Head Start 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Vista Maria 403(b) Retirement Plan in MI ($3M, 301 participants).
Which Other plans cover a similar participant headcount to Klamath Family Head Start 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Tiaa-Cref Retirement Plan for Employees of Cate School in CA (130 participants, $38M 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 930768142.

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.