Other · DOL Form 5500 · 2024

French International School of Oregon Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
173
Participants Small participant base
55th
Percentile by assets National rank
$56,426
Avg per participant Low balance/head
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Official DOL plan name: French International School of Oregon 403(b) Plan · Sponsored by French International School of Oregon · Oregon · Educational Services

$10M in assets, 173 participants

French International School of Oregon's French International School of Oregon 403(b) Plan reported $10M in total assets and 173 participants in its 2024 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.

  • #1,376 in Educational Services (3,638 peers)

Coverage in Oregon

French International School of Oregon 403(b) Plan covers 173 participants in Oregon, about 39% of the average Oregon filer (state average ~443 per filing). Assets: $10M.

#1,376
in Educational Services (3,638 peers)
+12.9%
assets growth YoY

French International School of Oregon 403(b) Plan's mid-pack asset rank among Educational Services and all filers

French International School of Oregon 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,761,699 Top 45% higher than 55% of 123,620 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 2024

French International School of Oregon 403(b) 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. French International School of Oregon 403(b) Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • French International School of Oregon 403(b) Plan reported net income rose from $917K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • French International School of Oregon 403(b) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • French International School of Oregon 403(b) Plan reported participants rose from 154 in the plan year 2023 filing to 173 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 930738797 · French International School of Oregon PY 2024 · Other

French International School of Oregon 403(b) Plan · $10M · 173 · 55th

  • BOY $10M
  • SCH 173
  • EBSA 55th
  • PART Other
  • TYPE near 403(b) Thrift Plan for United Way for Southeastern Michigan
  • NET ind #1376

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 →

French International School of Oregon 403(b) Plan in the asset neighbourhood

403(b) Thrift Plan for United Way for Southeastern Michigan403(b) Thrift Plan for Unite…$10MTax Deferred Annuity Plan for the Arc of Central Alabama,IncTax Deferred Annuity Plan fo…$10MConner Prairie Museum Inc. ERISA 403b PlanConner Prairie Museum Inc. E…$10MFrench International School of Oregon 403(b) PlanFrench International School …$10MHealth Resources in Action, Inc. 401a DC PlanHealth Resources in Action, …$10M
End-of-year total assets ($M) among French International School of Oregon 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN930738797
Plan Effective Date1991-11-26
Filing StatusFILING RECEIVED

Sponsor Plan History (French International School of Oregon)

Sponsor-wide plan assets over time

All French International School of Oregon plans reported in each filing year

Latest sponsor-wide plan assets
$10M 26.310407369447077% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.73M $9.76M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 122 $8M
2023 1 154 $9M
2024 1 173 $10M

Nearby Other Plans in Oregon

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

French International School of Oregon 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants French International School of Oregon 403(b) Plan, Total assets ($B): 0.009761699 · Participants: 173French International School of Oregon 403(b) PlanLegacy Health 403(b) Plan, Total assets ($B): 1.974060677 · Participants: 14590Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.758534257 · Participants: 5850Asante 403b PlanSt. Charles Health System, Inc. Retirement Plan, Total assets ($B): 0.74399578 · Participants: 4769St. Charles Health System, Inc. Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.703282178 · Participants: 6429Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.33723152 · Participants: 807Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
French International School of Oregon 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants

French International School of Oregon 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is 403(b) Thrift Plan for United Way for Southeastern Michigan in MI ($10M); by covered participants it is American Society for Microbiology DC Retirement Plan in DC (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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.

Frequently Asked Questions

How did French International School of Oregon 403(b) Plan assets move in 2024?
French International School of Oregon 403(b) Plan grew at a solid clip - up 12.9% during 2024, from $9M to $10M. Reported net income was $1M.
How have French International School of Oregon plan assets changed over time?
Across 3 plan years on file (2022-2024), French International School of Oregon's sponsor-wide assets grew 26.3%, from $8M to $10M.
Which Other plans are similar in size to French International School of Oregon 403(b) Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for United Way for Southeastern Michigan in MI ($10M, 204 participants).
Which Other plans cover a similar participant headcount to French International School of Oregon 403(b) Plan?
Among Other plans in other states, the closest by covered participants is American Society for Microbiology DC Retirement Plan in DC (173 participants, $74M in assets).