Other · DOL Form 5500 · 2023
Oregon Social Learning Center Inc. Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 81
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $228,467
- Avg per participant Above avg balance/head
Official DOL plan name: Oslc & Odi 403b Plan · Sponsored by Oregon Social Learning Center Inc. · Oregon · Professional & Technical Services
$19M in assets, 81 participants
Oregon Social Learning Center Inc.'s Oslc & Odi 403b Plan reported $19M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #14,378 in Professional & Technical Services (20,321 peers)
Oregon Social Learning Center Inc. multi-year trail
Oregon Social Learning Center Inc.'s plans moved +12.9% in assets from 2022 to 2023; this filing shows Oslc & Odi 403b Plan at $19M / 81 participants.
- #14,378
- in Professional & Technical Services (20,321 peers)
- +12.9%
- assets growth YoY
Oslc & Odi 403b Plan's outsized position by total assets
Oslc & Odi 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,505,789 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Oslc & Odi 403b 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. Oslc & Odi 403b Plan is a small filing (81 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oslc & Odi 403b Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Oslc & Odi 403b Plan reported participants fell from 108 in the plan year 2022 filing to 81 in the plan year 2023 filing.
- Oslc & Odi 403b Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 930679478 · Oregon Social Learning Center Inc. PY 2023 · Other
Oslc & Odi 403b Plan · $19M · 81 · 71st
- NET $19M
- NET 81
- NET 71st
- NET Other
- NET near United States Energy Foundation 403(b) Retirement Plan
- NET ind #14378
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 Professional & Technical Services retirement plans → · Plans in Oregon →
Oslc & Odi 403b Plan in the asset neighbourhood
Oregon Social Learning Center Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Oregon Social Learning Center Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 12.874479658940254% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $16M |
| 2023 | 1 | 81 | $19M |
Oregon Social Learning Center Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 930679478 |
| Plan Effective Date | 2002-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $1.7B · 14,249
- Asante 403b Plan $684M · 5,682
- St. Charles Health System Retirement Plan $625M · 4,378
- Samaritan Health Services Tax Sheltered Annuity Pl $615M · 6,234
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $316M · 789
Oslc & Odi 403b Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is United States Energy Foundation 403(b) Retirement Plan in CA ($19M); by covered participants it is Walnut Hill School Defined Contribution Retirement Plan in MA (81 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (81 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.