Other · DOL Form 5500 · 2024

Southern Oregon Child and Family Council, Inc. Retirement Plan

Data updated 2026-08-11

$12M
Total assets
384
Participants
59th
Percentile by assets
$30,273
Avg per participant
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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, 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.

  • 59th percentile by assets (of 123,622 plans)
  • #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.

$12M
total plan assets (2024 EOY)
384
covered participants
59th
percentile by assets (of 123,622 plans)
$30,273
avg assets per participant

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.

Where Southern Oregon Head Start Retirement Plan sits by total assets

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

This plan $0 $2,010,000,000 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 2024

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.

See the national 2023→2024 release diff →

State
Oregon
Industry
Healthcare & Social Assistance

Southern Oregon Child and Family Council, Inc. across 3 plan years on file

Across the 3 plan years Southern Oregon Child and Family Council, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $12M, a gain of 17.1%, while reported participants moved from 301 to 384 (+27.6%). Peak year by sponsor assets: 2023 ($12M); trough: 2022 ($10M).

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

$9M$10M$11M$12M$13M 202220232024 $9.93M $11.6M ▲ +17.0%
Total plan assets by year, all Southern Oregon Child and Family Council, Inc. plans on file
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 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. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Southern Oregon Head…, Total assets ($B): 0.011624902 · Participants: 384Southern Oregon Head…Legacy Health 403(b)…, Total assets ($B): 1.974060677 · Participants: 14590Legacy Health 403(b)…Asante 403b Plan, Total assets ($B): 0.758534257 · Participants: 5850Asante 403b PlanSt. Charles Health S…, Total assets ($B): 0.74399578 · Participants: 4769St. Charles Health S…Samaritan Health Ser…, Total assets ($B): 0.703282178 · Participants: 6429Samaritan Health Ser…Lewis & Clark Colleg…, Total assets ($B): 0.33723152 · Participants: 807Lewis & Clark Colleg…
Southern Oregon Head Start Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Southern Oregon Head Start Retirement Pl… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Southern Oregon Head Start Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Southern Oregon Head Start Retirement Plan assets move in 2024? ▼
Southern Oregon Head Start Retirement Plan pulled back noticeably - down 6.8% during 2024, from $12M to $12M. Reported net income was -$850K.
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 The Marshall School DC Plan in MN ($12M, 93 participants).

Next read for Southern Oregon Head Start Retirement Pl…

Multi-year trail

Ways to act on Southern Oregon Head Start Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.