401(k) · DOL Form 5500 · 2024

Oregon Community Foundation 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
108
Participants Small participant base
72nd
Percentile by assets National rank
$198,893
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oregon Community Foundation Retirement and Savings Plan · Sponsored by Oregon Community Foundation · Oregon · Other Services

$21M in assets, 108 participants

Oregon Community Foundation's Oregon Community Foundation Retirement and Savings Plan reported $21M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,526 in Other Services (7,719 peers)

Coverage in Oregon

Oregon Community Foundation Retirement and Savings Plan covers 108 participants in Oregon, about 24% of the average Oregon filer (state average ~443 per filing). Assets: $21M.

#6,526
in Other Services (7,719 peers)
+12.8%
assets growth YoY

Oregon Community Foundation Retirement and Savings Plan's outsized position by total assets

Oregon Community Foundation Retirement and Savings Plan vs every filed plan by assets

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

$21,480,464 Top 28% higher than 72% 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

Oregon Community Foundation Retirement and Savings 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. Oregon Community Foundation Retirement and Savings Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oregon Community Foundation Retirement and Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Oregon Community Foundation Retirement and Savings Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 237315673 · Oregon Community Foundation PY 2024 · 401(k)

Oregon Community Foundation Retirement and Savings Plan · $21M · 108 · 72nd

  • EBSA $21M
  • EBSA 108
  • EBSA 72nd
  • EBSA 401(k)
  • EBSA near Gursey Schneider LLP 401(k) Plan
  • EBSA ind #6526

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 Other Services retirement plans → · Plans in Oregon →

Oregon Community Foundation Retirement and Savings Plan in the asset neighbourhood

Oregon Community Foundation Retirement and Savings PlanOregon Community Foundation …$21MGursey Schneider LLP 401(k) PlanGursey Schneider LLP 401(k) …$21MCanoga Perkins 401(k) Profit Sharing PlanCanoga Perkins 401(k) Profit…$21MNegwer Materials, Inc. 401(k) PlanNegwer Materials, Inc. 401(k…$21MMechanical Equipment Company, Inc. 401(k) Profit Sharing PlanMechanical Equipment Company…$21M
End-of-year total assets ($M) among Oregon Community Foundation Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN237315673
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon Community Foundation)

Sponsor-wide plan assets over time

All Oregon Community Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$21M 34.910038364998506% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $15.9M $21.5M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 102 $16M
2023 1 109 $19M
2024 1 108 $21M

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oregon Community Foundation Retirement and Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Oregon Community Foundation Retirement and Savings Plan, Total assets ($B): 0.021480464 · Participants: 108Oregon Community Foundation Retirement and Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Oregon Community Foundation Retirement and Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Oregon Community Foundation Retirement and Savings Plan side-by-side with 3 peers →

Oregon Community Foundation Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Gursey Schneider LLP 401(k) Plan in CA ($21M); by covered participants it is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Oregon Community Foundation Retirement and Savings Plan assets move in 2024? ▼
Oregon Community Foundation Retirement and Savings Plan grew at a solid clip - up 12.8% during 2024, from $19M to $21M. Reported net income was $2M.
How have Oregon Community Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon Community Foundation's sponsor-wide assets grew 34.9%, from $16M to $21M.
Which 401(k) plans are similar in size to Oregon Community Foundation Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gursey Schneider LLP 401(k) Plan in CA ($21M, 247 participants).
Which 401(k) plans cover a similar participant headcount to Oregon Community Foundation Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants, $4M in assets).

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 237315673.

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.