Other · DOL Form 5500 · 2023
Lewis & Clark College Retirement Plan
Data updated 2026-08-25
- $316M
- Total assets Above avg plan size
- 789
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $400,607
- 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
$316M in assets, 789 participants
Lewis & Clark College's Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan reported $316M in total assets and 789 participants in its 2023 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.
- #3,519 in Educational Services (3,735 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, $316M for 789 participants (~$400,607/participant), up 13.0% in 2023.
- #3,519
- in Educational Services (3,735 peers)
- +13.0%
- assets growth YoY
- 3.2×
- 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 2023 · DOL Form 5500
$316,078,897 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan among mid-size filed plans by headcount
Plan-year 2023 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 (789 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan reported net income rose from -$43M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan end-of-year assets rose from $280M in the plan year 2022 filing to $316M in the plan year 2023 filing.
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan reported participants rose from 774 in the plan year 2022 filing to 789 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 930386858 · Lewis & Clark College PY 2023 · Other
Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan · $316M · 789 · 96th
- PHOTO $316M
- IND 789
- EOY 96th
- 5500 Other
- ASSETS near The Cambridge Health Alliance Partnership Plan
- PCT ind #3519
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 (2023)
| Total Assets (Beginning of Year) | $280M |
|---|---|
| Net Assets (End of Year) | $316M |
| Net Income | $36M |
| 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 $1.7B · 14,249
- Asante 403b Plan $684M · 5,682
- St. Charles Health System Retirement Plan $625M · 4,378
- Samaritan Health Services Tax Sheltered Annuity Pl $615M · 6,234
- University of Portland Defined Contribution and Tax Deferred Annuity $247M · 811
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 The Cambridge Health Alliance Partnership Plan in MA ($316M); by covered participants it is 403b Thrift Plan of El Centro Del Barrio in TX (790 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($316M here).
- The Cambridge Health Alliance Partnership Plan (MA) $316M · 3,521
- Marist College Defined Contribution Retirement Plan (NY) $316M · 857
- Michigan Independent Colleges and Universities 403(b) Multiple Employer Plan (MI) $315M · 1,222
- Rider University Defined Contribution Retirement Plan (NJ) $314M · 931
Similar participant headcount
Nearest other-state filings by covered participants (789 participants); asset peers above are excluded.
- 403b Thrift Plan of El Centro Del Barrio (TX) 790 · 1 off
- Baycare Health System 403(b) Program (FL) 790 · 1 off
- Baptist Health Thrift Plan (KY) 790 · 1 off
- Bryn Mawr College Retirement Plan (PA) 791 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.