Other · DOL Form 5500 · 2024
Pacific University Retirement Plan
Data updated 2026-08-25
- $243M
- Total assets Near avg plan size
- 1,440
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $168,939
- Avg per participant Above avg balance/head
Official DOL plan name: Pacific University Section 403(b) Plan · Sponsored by Pacific University · Oregon · Educational Services
$243M in assets, 1,440 participants
Pacific University's Pacific University Section 403(b) Plan reported $243M in total assets and 1,440 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #3,344 in Educational Services (3,638 peers)
Coverage in Oregon
Pacific University Section 403(b) Plan covers 1,440 participants in Oregon, 3.2x the typical Oregon plan (state average ~443 per filing). Assets: $243M.
- #3,344
- in Educational Services (3,638 peers)
- +12.3%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Pacific University Section 403(b) Plan's outsized position by total assets
Pacific University Section 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$243,271,812 Top 5% higher than 95% 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
Pacific University Section 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pacific University Section 403(b) Plan lands in the large band (1,440 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pacific University Section 403(b) Plan end-of-year assets rose from $217M in the plan year 2023 filing to $243M in the plan year 2024 filing.
- Pacific University Section 403(b) Plan reported net income fell from $30M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Pacific University Section 403(b) Plan reported participants fell from 1,571 in the plan year 2023 filing to 1,440 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 930386892 · Pacific University PY 2024 · Other
Pacific University Section 403(b) Plan · $243M · 1,440 · 95th
- PCT $243M
- EIN 1,440
- RANK 95th
- PHOTO Other
- IND near Blanchard Valley Health System 403(b) Plan
- EOY ind #3344
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 →
Pacific University Section 403(b) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $217M |
|---|---|
| Net Assets (End of Year) | $243M |
| Net Income | $27M |
| Employer EIN | 930386892 |
| Plan Effective Date | 1947-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pacific University)
Sponsor-wide plan assets over time
All Pacific University plans reported in each filing year
- Latest sponsor-wide plan assets
- $243M 30.056162009925895% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 956 | $187M |
| 2023 | 1 | 1,571 | $217M |
| 2024 | 1 | 1,440 | $243M |
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
Pacific University Section 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Blanchard Valley Health System 403(b) Plan in OH ($243M); by covered participants it is The Charles Stark Draper Laboratory, Inc. Supplemental Retirement Annuity Plan in MA (1,441 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($243M here).
- Blanchard Valley Health System 403(b) Plan (OH) $243M · 3,252
- Emerson College Tax Deferred Annuity Plan (MA) $242M · 1,011
- Boulder Community Health 403(b) Plan (CO) $244M · 2,001
- The College of Wooster Defined Contribution Plan (OH) $242M · 558
Similar participant headcount
Nearest other-state filings by covered participants (1,440 participants); asset peers above are excluded.
- The Charles Stark Draper Laboratory, Inc. Supplemental Retirement Annuity Plan (MA) 1,441 · 1 off
- Yedei Chesed Tax Deferred Annuity Retirement Plan (NY) 1,438 · 2 off
- Centerlight Healthcare, Inc.403(b) Retirement Plan (NY) 1,438 · 2 off
- Mrci 403(b) Plan (MN) 1,436 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.