Other · DOL Form 5500 · 2024
Southern Oregon Child and Family Council, Inc. Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 384
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $30,273
- Avg per participant Low balance/head
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, 384 participants
Southern Oregon Child and Family Council, Inc.'s Southern Oregon Head Start Retirement Plan reported $12M in total assets and 384 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #10,886 in Healthcare & Social Assistance (16,916 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 / 384 participants.
- #10,886
- in Healthcare & Social Assistance (16,916 peers)
- -6.8%
- assets change YoY
The plan reported a net loss of $850K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$11,624,902 Top 41% higher than 59% 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
Southern Oregon Head Start 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. Southern Oregon Head Start Retirement Plan sits mid-pack in the medium band (384 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Oregon Head Start Retirement Plan reported net income fell from $3M in the plan year 2023 filing to -$850K in the plan year 2024 filing.
- Southern Oregon Head Start Retirement Plan end-of-year assets fell from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Southern Oregon Head Start Retirement Plan reported participants rose from 362 in the plan year 2023 filing to 384 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 930564896 · Southern Oregon Child and Family Council, Inc. PY 2024 · Other
Southern Oregon Head Start Retirement Plan · $12M · 384 · 59th
- PCT $12M
- PCT 384
- PCT 59th
- PCT Other
- PCT near The Marshall School DC Plan
- PCT ind #10886
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
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
| 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 (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$850K |
| Employer EIN | 930564896 |
| Plan Effective Date | 1988-11-01 |
| 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
Southern Oregon Head Start Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is The Marshall School DC Plan in MN ($12M); by covered participants it is Conner Prairie Museum Inc. ERISA 403b Plan in IN (384 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (384 participants); asset peers above are excluded.
- Conner Prairie Museum Inc. ERISA 403b Plan (IN) 384 · 0 off
- Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan (WI) 384 · 0 off
- Franciscan University of Steubenville Defined Contribution Retirement Plan (OH) 384 · 0 off
- Core Community Organized Relief Effort 403(b) Plan (CA) 384 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.