Profit Sharing · DOL Form 5500 · 2024
Willamette University Profit Sharing Plan
Data updated 2026-08-25
- $212M
- Total assets Near avg plan size
- 730
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $290,330
- Avg per participant High balance/head
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 94th 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.
- #3,301 in Educational Services (3,638 peers)
Where Willamette University Defined Contribution Retirement Plan sits by assets
Willamette University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $212M for 730 participants (~$290,330/participant), up 8.8% in 2024.
- #3,301
- in Educational Services (3,638 peers)
- +8.8%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Willamette University Defined Contribution Retirement Plan's outsized position by total assets
Willamette University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$211,941,238 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Willamette University Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willamette University Defined Contribution Retirement Plan sits mid-pack in the medium band (730 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 930386972 · Willamette University PY 2024 · Profit Sharing
Willamette University Defined Contribution Retirement Plan · $212M · 730 · 94th
- RANK $212M
- PHOTO 730
- IND 94th
- EOY Profit Sharing
- 5500 near Chapman and Cutler LLP Retirement Plan
- ASSETS ind #3301
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 →
Willamette University Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Willamette University plans reported in each filing year
- Latest sponsor-wide plan assets
- $212M 14.426461605538353% vs 2022
- 2024 filing year
| 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.
- 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
Willamette University Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Chapman and Cutler LLP Retirement Plan in IL ($211M); by covered participants it is Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan in WI (730 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($212M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (730 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.