Other · DOL Form 5500 · 2024
Catlin Gabel School Retirement Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 214
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $245,316
- Avg per participant Above avg balance/head
Official DOL plan name: Catlin Gabel School Retirement Plan · Sponsored by Catlin Gabel School · Oregon · Educational Services
$52M in assets, 214 participants
Catlin Gabel School's Catlin Gabel School Retirement Plan reported $52M in total assets and 214 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #2,655 in Educational Services (3,638 peers)
Coverage in Oregon
Catlin Gabel School Retirement Plan covers 214 participants in Oregon, about 48% of the average Oregon filer (state average ~443 per filing). Assets: $52M.
- #2,655
- in Educational Services (3,638 peers)
- +6.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Catlin Gabel School Retirement Plan's outsized position by total assets
Catlin Gabel School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$52,497,526 Top 15% higher than 85% 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
Catlin Gabel School 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. Catlin Gabel School Retirement Plan sits mid-pack in the medium band (214 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Catlin Gabel School Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Catlin Gabel School Retirement Plan end-of-year assets rose from $49M in the plan year 2023 filing to $52M in the plan year 2024 filing.
- Catlin Gabel School Retirement Plan reported participants rose from 207 in the plan year 2023 filing to 214 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 930386804 · Catlin Gabel School PY 2024 · Other
Catlin Gabel School Retirement Plan · $52M · 214 · 85th
- EBSA $52M
- PART 214
- TYPE 85th
- NET Other
- BOOK near Cedar Crest College DC and Tda Retirement Plan
- VS-ST ind #2655
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 →
Catlin Gabel School Retirement Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $3M |
| Employer EIN | 930386804 |
| Plan Effective Date | 1993-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Catlin Gabel School)
Sponsor-wide plan assets over time
All Catlin Gabel School plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 20.378154724128535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 241 | $44M |
| 2023 | 1 | 207 | $49M |
| 2024 | 1 | 214 | $52M |
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
Catlin Gabel School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Cedar Crest College DC and Tda Retirement Plan in PA ($53M); by covered participants it is Paideia School Retirement Plan in GA (214 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Cedar Crest College DC and Tda Retirement Plan (PA) $53M · 449
- Knox Community Hospital Tax Deferred Annuity Plan (OH) $52M · 1,422
- Ascd Defined Contribution Plan (VA) $53M · 206
- Ozarks Healthcare 403(b) Plan (MO) $53M · 1,213
Similar participant headcount
Nearest other-state filings by covered participants (214 participants); asset peers above are excluded.
- Paideia School Retirement Plan (GA) 214 · 0 off
- Csl 403(b) Plan (AL) 214 · 0 off
- 403(b) Thrift Plan of Neighborhood Legal Services of Los Angeles County (CA) 214 · 0 off
- Hcs 403(b) Retirement Plan (NH) 214 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.