Other · DOL Form 5500 · 2024
Oregon Episcopal School Retirement Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 238
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $255,470
- Avg per participant Above avg balance/head
Official DOL plan name: Oregon Episcopal School Defined Contribution Retirement Plan · Sponsored by Oregon Episcopal School · Oregon · Educational Services
$61M in assets, 238 participants
Oregon Episcopal School's Oregon Episcopal School Defined Contribution Retirement Plan reported $61M in total assets and 238 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #2,736 in Educational Services (3,638 peers)
Where Oregon Episcopal School Defined Contribution Retirement Plan sits by assets
Oregon Episcopal School Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $61M for 238 participants (~$255,470/participant), up 5.7% in 2024.
- #2,736
- in Educational Services (3,638 peers)
- +5.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Oregon Episcopal School Defined Contribution Retirement Plan's outsized position by total assets
Oregon Episcopal School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$60,801,794 Top 14% higher than 86% 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
Oregon Episcopal School 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. Oregon Episcopal School Defined Contribution Retirement Plan sits mid-pack in the medium band (238 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oregon Episcopal School Defined Contribution Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Oregon Episcopal School Defined Contribution Retirement Plan end-of-year assets rose from $57M in the plan year 2023 filing to $61M in the plan year 2024 filing.
- Oregon Episcopal School Defined Contribution Retirement Plan reported participants rose from 233 in the plan year 2023 filing to 238 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 930386915 · Oregon Episcopal School PY 2024 · Other
Oregon Episcopal School Defined Contribution Retirement Plan · $61M · 238 · 86th
- PHOTO $61M
- PHOTO 238
- PHOTO 86th
- PHOTO Other
- PHOTO near Pace Academy, Inc. Tax Sheltered Annuity Plan
- PHOTO ind #2736
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 →
Oregon Episcopal School Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | $3M |
| Employer EIN | 930386915 |
| Plan Effective Date | 1969-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oregon Episcopal School)
Sponsor-wide plan assets over time
All Oregon Episcopal School plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 19.60205714189496% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 213 | $51M |
| 2023 | 1 | 233 | $57M |
| 2024 | 1 | 238 | $61M |
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
Oregon Episcopal School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Pace Academy, Inc. Tax Sheltered Annuity Plan in GA ($61M); by covered participants it is Springside Chestnut Hill Academy 403(b) Retirement Plan in PA (238 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
- Pace Academy, Inc. Tax Sheltered Annuity Plan (GA) $61M · 328
- Spring Arbor University DC Retirement Plan (MI) $61M · 427
- Mental Health Center of Denver Retirement Plan (CO) $61M · 1,084
- Buckner Int'l 403b Retirement Savings Plan (TX) $61M · 1,125
Similar participant headcount
Nearest other-state filings by covered participants (238 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.