Profit Sharing · DOL Form 5500 · 2024

Willamette University Profit Sharing Plan

Data updated 2026-07-24

$212M
Total assets: 730
Participants: 95th
Percentile by assets: $290,330
Avg per participant

Official DOL plan name: Willamette University Defined Contribution Retirement Plan · Sponsored by Willamette University · Oregon · Educational Services

$212M in assets, 730 participants

Willamette University's Willamette University Defined Contribution Retirement Plan reported $212M in total assets and 730 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 116,472 plans)

Where Willamette University Defined Contribution Retirement Plan sits by assets

Willamette University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $212M for 730 participants (~$290,330/participant), up 8.8% in 2024.

$212M
total plan assets (2024 EOY): 730
covered participants: 95th
percentile by assets (of 116,472 plans): $290,330
avg assets per participant

Willamette University Defined Contribution Retirement Plan end-of-year assets rose from $195M in the plan year 2023 filing to $212M in the plan year 2024 filing.
Willamette University Defined Contribution Retirement Plan reported net income fell from $18M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Willamette University Defined Contribution Retirement Plan reported participants fell from 766 in the plan year 2023 filing to 730 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Oregon

Industry

Educational Services

Willamette University Defined Contribution Retirement Plan vs the 2024 asset distribution

By assets, Willamette University Defined Contribution Retirement Plan outranks 95% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.1x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$195M
Net Assets (End of Year)	$212M
Net Income	$17M
Employer EIN	930386972
Plan Effective Date	1957-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Willamette University)

Total plan assets by year, all Willamette University plans on file

Year	Plans	Participants	Total Assets
2022	2	765	$185M
2023	2	766	$195M
2024	1	730	$212M

Nearby Profit Sharing Plans in Oregon

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

Willamette University Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants

Les Schwab Profit Sharing Retirement Plan $865M · 5,738
Legacy Health Defined Contribution Retirement Plan $817M · 12,025
The Hoffman Employee Retirement Income Plan $191M · 634
Tuality Healthcare Performance Retirement Plan - 403(b) $120M · 1,263
Lemnis DC Plan $87M · 10

Compare Willamette University Defined Contributi… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Willamette University Defined Contribution Retirement Plan by total assets, not by location.

Chapman and Cutler LLP Retirement Plan (IL) $211M · 307
IBEW-NECA Retirement Plan (MO) $213M · 632
Three Rivers Annuity Fund (OH) $214M · 960
The Local 7 Tile Industry Annuity Fund (NY) $214M · 1,234

Frequently Asked Questions

How did Willamette University Defined Contribution Retirement Plan assets move in 2024? ▼

Willamette University Defined Contribution Retirement Plan grew at a solid clip - up 8.8% during 2024, from $195M to $212M. Reported net income was $17M.

How have Willamette University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Willamette University's sponsor-wide assets grew 14.4%, from $185M to $212M.

Where does Willamette University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Willamette University Defined Contribution Retirement Plan ranks in the 95th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Willamette University Defined Contribution Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Chapman and Cutler LLP Retirement Plan in IL ($211M, 307 participants).

Next read for Willamette University Defined Contributi…

Scale reading

Ways to act on Willamette University Defined Contribution Retirement Plan's numbers.

By total assets, Willamette University Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Oregon. Compare plans
Willamette University's sponsor-wide assets have grown 14.4% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930386972.

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.