Other · DOL Form 5500 · 2024

Lewis & Clark College Retirement Plan

Data updated 2026-07-24

$337M
Total assets: 807
Participants: 96th
Percentile by assets: $417,883
Avg per participant

Official DOL plan name: Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan · Sponsored by Lewis & Clark College · Oregon · Educational Services

$337M in assets, 807 participants

Lewis & Clark College's Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan reported $337M in total assets and 807 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 116,472 plans)

Where Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan sits by assets

Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan sits in the top 5% of all filed plans by assets, $337M for 807 participants (~$417,883/participant), up 6.7% in 2024.

$337M
total plan assets (2024 EOY): 807
covered participants: 96th
percentile by assets (of 116,472 plans): $417,883
avg assets per participant

Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan reported net income fell from $36M in the plan year 2023 filing to $21M in the plan year 2024 filing.
Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan end-of-year assets rose from $316M in the plan year 2023 filing to $337M in the plan year 2024 filing.
Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan reported participants rose from 789 in the plan year 2023 filing to 807 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Oregon

Industry

Educational Services

Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan vs the 2024 asset distribution

By assets, Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan outranks 96% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.4x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$316M
Net Assets (End of Year)	$337M
Net Income	$21M
Employer EIN	930386858
Plan Effective Date	1946-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lewis & Clark College)

Total plan assets by year, all Lewis & Clark College plans on file

Year	Plans	Participants	Total Assets
2022	1	774	$280M
2023	1	789	$316M
2024	1	807	$337M

Nearby Other Plans in Oregon

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

Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan vs. nearby Other plans in Oregon, assets vs. participants

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
Reed College Retirement Plan $255M · 724

Compare Lewis & Clark College Defined Contributi… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan by total assets, not by location.

Bill & Melinda Gates Foundation Employee Retirement Plan (WA) $336M · 1,926
Western University of Health Sciences 403(b) Plan (CA) $336M · 1,480
Quinnipiac University Defined Contribution Retirement Plan (CT) $335M · 1,310
Michigan Independent Colleges and Universities 403(b) Multiple Employer Plan (MI) $335M · 1,239

Frequently Asked Questions

How did Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan assets move in 2024? ▼

Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan grew at a solid clip - up 6.7% during 2024, from $316M to $337M. Reported net income was $21M.

How have Lewis & Clark College plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lewis & Clark College's sponsor-wide assets grew 20.6%, from $280M to $337M.

Where does Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼

Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan ranks in the 96th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan? ▼

Among Other plans in other states, the closest by assets is Bill & Melinda Gates Foundation Employee Retirement Plan in WA ($336M, 1,926 participants).

Next read for Lewis & Clark College Defined Contributi…

Scale reading

Ways to act on Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan's numbers.

By total assets, Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Oregon. Compare plans
Lewis & Clark College's sponsor-wide assets have grown 20.6% since 2022 across 3 plan years on file. More Educational Services plans

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 930386858.

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.