Other · DOL Form 5500 · 2023

Southern Oregon Child and Family Council, Inc. Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
362
Participants Below avg headcount
63rd
Percentile by assets National rank
$34,462
Avg per participant Low balance/head
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Official DOL plan name: Southern Oregon Head Start Retirement Plan · Sponsored by Southern Oregon Child and Family Council, Inc. · Oregon · Healthcare & Social Assistance

$12M in assets, 362 participants

Southern Oregon Child and Family Council, Inc.'s Southern Oregon Head Start Retirement Plan reported $12M in total assets and 362 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,153 in Healthcare & Social Assistance (17,684 peers)

Southern Oregon Child and Family Council, Inc. multi-year trail

Southern Oregon Child and Family Council, Inc.'s plans moved +17.1% in assets from 2022 to 2024; this filing shows Southern Oregon Head Start Retirement Plan at $12M / 362 participants.

#12,153
in Healthcare & Social Assistance (17,684 peers)
+25.7%
assets growth YoY

Southern Oregon Head Start Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southern Oregon Head Start Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,475,229 Top 37% higher than 63% of 127,068 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 2023

Southern Oregon Head Start Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Oregon Head Start Retirement Plan sits mid-pack in the medium band (362 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Oregon Head Start Retirement Plan reported net income rose from $783K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Southern Oregon Head Start Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Southern Oregon Head Start Retirement Plan reported participants rose from 301 in the plan year 2022 filing to 362 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 930564896 · Southern Oregon Child and Family Council, Inc. PY 2023 · Other

Southern Oregon Head Start Retirement Plan · $12M · 362 · 63rd

  • PART $12M
  • TYPE 362
  • NET 63rd
  • BOOK Other
  • VS-ST near Western Youth Services 403(b) Retirement Savings and Incentive Plan
  • BOY ind #12153

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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Southern Oregon Head Start Retirement Plan in the asset neighbourhood

Bay Area Environmental Research Institute TdaBay Area Environmental Resea…$12MSouthern Oregon Head Start Retirement PlanSouthern Oregon Head Start R…$12MWestern Youth Services 403(b) Retirement Savings and Incentive PlanWestern Youth Services 403(b…$12MChild Care Aware of America 403(b) Retirement PlanChild Care Aware of America …$12MSaint James School Retirement$12M
End-of-year total assets ($M) among Southern Oregon Head Start Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Southern Oregon Child and Family Council, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southern Oregon Child and Family Council, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 17.116560925052323% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.93M $11.6M ▲ +17.0%
Year Plans Participants Total Assets
2022 1 301 $10M
2023 1 362 $12M
2024 1 384 $12M

Southern Oregon Child and Family Council, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN930564896
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Oregon

Peer Other plans, same state, same plan type, ranked by total assets.

Southern Oregon Head Start Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Southern Oregon Head Start Retirement Plan, Total assets ($B): 0.012475229 · Participants: 362Southern Oregon Head Start Retirement PlanLegacy Health 403(b) Plan, Total assets ($B): 1.723877574 · Participants: 14249Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.683735006 · Participants: 5682Asante 403b PlanSt. Charles Health System Retirement Plan, Total assets ($B): 0.624912862 · Participants: 4378St. Charles Health System Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.614620661 · Participants: 6234Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.316078897 · Participants: 789Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
Southern Oregon Head Start Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Southern Oregon Head Start Retirement Plan side-by-side with 3 peers →

Southern Oregon Head Start Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Western Youth Services 403(b) Retirement Savings and Incentive Plan in CA ($12M); by covered participants it is Williamsburg Landing, Inc. 403(b) Retirement Plan in VA (362 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (362 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern Oregon Head Start Retirement Plan assets move in 2023? ▼
Southern Oregon Head Start Retirement Plan grew sharply - up 25.7% during 2023, from $10M to $12M. Reported net income was $3M.
How have Southern Oregon Child and Family Council, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Oregon Child and Family Council, Inc.'s sponsor-wide assets grew 17.1%, from $10M to $12M.
Which Other plans are similar in size to Southern Oregon Head Start Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Western Youth Services 403(b) Retirement Savings and Incentive Plan in CA ($12M, 238 participants).
Which Other plans cover a similar participant headcount to Southern Oregon Head Start Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Williamsburg Landing, Inc. 403(b) Retirement Plan in VA (362 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930564896.

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.