401(k) · DOL Form 5500 · 2024

Oregon Shakespeare Festival Association 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
154
Participants Small participant base
49th
Percentile by assets National rank
$48,195
Avg per participant Low balance/head
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Official DOL plan name: Oregon Shakespeare Festival Association 403(b) Plan · Sponsored by Oregon Shakespeare Festival Association · Oregon · Arts, Entertainment & Recreation

$7M in assets, 154 participants

Oregon Shakespeare Festival Association's Oregon Shakespeare Festival Association 403(b) Plan reported $7M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,989 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Oregon

Oregon Shakespeare Festival Association 403(b) Plan covers 154 participants in Oregon, about 35% of the average Oregon filer (state average ~443 per filing). Assets: $7M.

#1,989
in Arts, Entertainment & Recreation (2,921 peers)
-5.0%
assets change YoY

The plan reported a net loss of $389K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oregon Shakespeare Festival Association 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Oregon Shakespeare Festival Association 403(b) Plan vs every filed plan by assets

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

$7,421,968 49th percentile higher than 49% 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 Shakespeare Festival Association 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. Oregon Shakespeare Festival Association 403(b) Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oregon Shakespeare Festival Association 403(b) Plan reported net income rose from -$4M in the plan year 2023 filing to -$389K in the plan year 2024 filing.
  • Oregon Shakespeare Festival Association 403(b) Plan reported participants fell from 285 in the plan year 2023 filing to 154 in the plan year 2024 filing.
  • Oregon Shakespeare Festival Association 403(b) Plan end-of-year assets fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 930407022 · Oregon Shakespeare Festival Association PY 2024 · 401(k)

Oregon Shakespeare Festival Association 403(b) Plan · $7M · 154 · 49th

  • PCT $7M
  • EIN 154
  • RANK 49th
  • PHOTO 401(k)
  • IND near Zillion Technologies 401(k) Plan
  • EOY ind #1989

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 Arts, Entertainment & Recreation retirement plans → · Plans in Oregon →

Oregon Shakespeare Festival Association 403(b) Plan in the asset neighbourhood

Oregon Shakespeare Festival Association 403(b) PlanOregon Shakespeare Festival …$7MZillion Technologies 401(k) PlanZillion Technologies 401(k) …$7MAeps Corporation 401(k) Plan$7MAssociated Restaurants Servicing, Inc. 401(k) Retirement PlanAssociated Restaurants Servi…$7MMedstar Anesthesia Services, Inc. 401(k) PlanMedstar Anesthesia Services,…$7M
End-of-year total assets ($M) among Oregon Shakespeare Festival Association 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$389K
Employer EIN930407022
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon Shakespeare Festival Association)

Sponsor-wide plan assets over time

All Oregon Shakespeare Festival Association plans reported in each filing year

Latest sponsor-wide plan assets
$7M 55.44487630376976% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $16.7M $7.42M ▼ -55.5%
Year Plans Participants Total Assets
2022 2 418 $17M
2023 2 474 $10M
2024 1 154 $7M

Nearby 401(k) Plans in Oregon

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

Oregon Shakespeare Festival Association 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Oregon Shakespeare Festival Association 403(b) Plan, Total assets ($B): 0.007421968 · Participants: 154Oregon Shakespeare Festival Association 403(b) 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 Shakespeare Festival Association 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Oregon Shakespeare Festival Association 403(b) Plan side-by-side with 3 peers →

Oregon Shakespeare Festival Association 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Zillion Technologies 401(k) Plan in VA ($7M); by covered participants it is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Shakespeare Festival Association 403(b) Plan assets move in 2024? ▼
Oregon Shakespeare Festival Association 403(b) Plan edged down modestly - down 5.0% during 2024, from $8M to $7M. Reported net income was -$389K.
How have Oregon Shakespeare Festival Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon Shakespeare Festival Association's sponsor-wide assets declined 55.4%, from $17M to $7M.
Which 401(k) plans are similar in size to Oregon Shakespeare Festival Association 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zillion Technologies 401(k) Plan in VA ($7M, 327 participants).
Which 401(k) plans cover a similar participant headcount to Oregon Shakespeare Festival Association 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants, $36M 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 930407022.

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.