Other · DOL Form 5500 · 2024
Lewis & Clark College Retirement Plan
Data updated 2026-08-25
- $337M
- Total assets Above avg plan size
- 807
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $417,883
- Avg per participant High balance/head
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.
- #3,416 in Educational Services (3,638 peers)
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.
- #3,416
- in Educational Services (3,638 peers)
- +6.7%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan's outsized position by total assets
Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$337,231,520 Top 4% higher than 96% 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
Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity 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. Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan sits mid-pack in the medium band (807 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Published 5500 schedule card
Filing strip 930386858 · Lewis & Clark College PY 2024 · Other
Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan · $337M · 807 · 96th
- NET $337M
- BOOK 807
- VS-ST 96th
- BOY Other
- SCH near Bill & Melinda Gates Foundation Employee Retirement Plan
- EBSA ind #3416
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 →
Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Lewis & Clark College plans reported in each filing year
- Latest sponsor-wide plan assets
- $337M 20.574755598560504% vs 2022
- 2024 filing year
| 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.
- 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
- University of Portland Defined Contribution and Tax Deferred Annuity $263M · 785
Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Bill & Melinda Gates Foundation Employee Retirement Plan in WA ($336M); by covered participants it is University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan in CT (807 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($337M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (807 participants); asset peers above are excluded.
- University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan (CT) 807 · 0 off
- Saint Mary's College Defined Contribution Retirement Plan (IN) 808 · 1 off
- Birch Family Services 403(b) Retirement Savings Plan (NY) 809 · 2 off
- Gettysburg College Defined Contribution Retirement Plan (PA) 810 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.