Profit Sharing · DOL Form 5500 · 2024
Oregon Research Institute Profit Sharing Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 102
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $405,920
- Avg per participant High balance/head
Official DOL plan name: Oregon Research Institute 403(b) Retirement Savings Plan · Sponsored by Oregon Research Institute · Oregon · Professional & Technical Services
$41M in assets, 102 participants
Oregon Research Institute's Oregon Research Institute 403(b) Retirement Savings Plan reported $41M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,622 in Professional & Technical Services (20,173 peers)
Coverage in Oregon
Oregon Research Institute 403(b) Retirement Savings Plan covers 102 participants in Oregon, about 23% of the average Oregon filer (state average ~443 per filing). Assets: $41M.
- #16,622
- in Professional & Technical Services (20,173 peers)
- -2.0%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $862K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oregon Research Institute 403(b) Retirement Savings Plan's outsized position by total assets
Oregon Research Institute 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,403,858 Top 18% higher than 82% 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
Oregon Research Institute 403(b) Retirement Savings 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. Oregon Research Institute 403(b) Retirement Savings Plan sits mid-pack in the medium band (102 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oregon Research Institute 403(b) Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to -$862K in the plan year 2024 filing.
- Oregon Research Institute 403(b) Retirement Savings Plan reported participants rose from 91 in the plan year 2023 filing to 102 in the plan year 2024 filing.
- Oregon Research Institute 403(b) Retirement Savings Plan end-of-year assets fell from $42M in the plan year 2023 filing to $41M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 930495655 · Oregon Research Institute PY 2024 · Profit Sharing
Oregon Research Institute 403(b) Retirement Savings Plan · $41M · 102 · 82nd
- BOY $41M
- SCH 102
- EBSA 82nd
- PART Profit Sharing
- TYPE near Eah Inc. Retirement Plan
- NET ind #16622
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 Professional & Technical Services retirement plans → · Plans in Oregon →
Oregon Research Institute 403(b) Retirement Savings Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | -$862K |
| Employer EIN | 930495655 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oregon Research Institute)
Sponsor-wide plan assets over time
All Oregon Research Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 4.422846285910703% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $40M |
| 2023 | 1 | 91 | $42M |
| 2024 | 1 | 102 | $41M |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Les Schwab Profit Sharing Retirement Plan $865M · 5,738
- Legacy Health Defined Contribution Retirement Plan $817M · 12,025
- Willamette University Defined Contribution Retirement Plan $212M · 730
- The Hoffman Employee Retirement Income Plan $191M · 634
- Tuality Healthcare Performance Retirement Plan - 403(b) $120M · 1,263
Oregon Research Institute 403(b) Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Eah Inc. Retirement Plan in CA ($41M); by covered participants it is Berkshire Partners LLC Administrative Staff Profit Sharing Plan in MA (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
Similar participant headcount
Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.