Other · DOL Form 5500 · 2024
Western Seminary Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 85
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $60,149
- Avg per participant Low balance/head
Official DOL plan name: Western Seminary 403(b) Plan · Sponsored by Western Seminary · Oregon · Educational Services
$5M in assets, 85 participants
Western Seminary's Western Seminary 403(b) Plan reported $5M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #997 in Educational Services (3,638 peers)
Western Seminary multi-year trail
Western Seminary's plans moved +18.2% in assets from 2022 to 2024; this filing shows Western Seminary 403(b) Plan at $5M / 85 participants.
- #997
- in Educational Services (3,638 peers)
- -3.1%
- assets change YoY
The plan reported a net loss of $162K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Western Seminary 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Western Seminary 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,112,635 42nd percentile higher than 42% 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
Western Seminary 403(b) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Seminary 403(b) Plan is a small filing (85 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Western Seminary 403(b) Plan reported net income fell from $950K in the plan year 2023 filing to -$162K in the plan year 2024 filing.
- Western Seminary 403(b) Plan reported participants fell from 97 in the plan year 2023 filing to 85 in the plan year 2024 filing.
- Western Seminary 403(b) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
DOL schedule card
Filing strip 930429022 · Western Seminary PY 2024 · Other
Western Seminary 403(b) Plan · $5M · 85 · 42nd
- PCT $5M
- EIN 85
- RANK 42nd
- PHOTO Other
- IND near Cma 403(b) Plan
- EOY ind #997
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 →
Western Seminary 403(b) Plan in the asset neighbourhood
Western Seminary multi-year asset trail
Sponsor-wide plan assets over time
All Western Seminary plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 18.229173772755768% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 92 | $4M |
| 2023 | 1 | 97 | $5M |
| 2024 | 1 | 85 | $5M |
Western Seminary filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$162K |
| Employer EIN | 930429022 |
| Plan Effective Date | 1999-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $2.0B · 14,590
- Asante 403b Plan $759M · 5,850
- St. Charles Health System, Inc. Retirement Plan $744M · 4,769
- Samaritan Health Services Tax Sheltered Annuity Pl $703M · 6,429
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $337M · 807
Western Seminary 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Cma 403(b) Plan in NY ($5M); by covered participants it is Region IV a.a.a. 403(b) Plan in MI (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Cma 403(b) Plan (NY) $5M · 433
- Central Christian College 403(b) DC Plan (KS) $5M · 61
- Legal Services of Eastern Michigan 403b Plan (MI) $5M · 41
- Riddle Village Retirement Savings Plan (PA) $5M · 325
Similar participant headcount
Nearest other-state filings by covered participants (85 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.