Other · DOL Form 5500 · 2024
Portland Opportunities Industrialization Center Inc. Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 261
- Participants Below avg headcount
- 38th
- Percentile by assets National rank
- $15,478
- Avg per participant Low balance/head
Official DOL plan name: Poic 403b Plan · Sponsored by Portland Opportunities Industrialization Center Inc. · Oregon · Educational Services
$4M in assets, 261 participants
Portland Opportunities Industrialization Center Inc.'s Poic 403b Plan reported $4M in total assets and 261 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #882 in Educational Services (3,638 peers)
Portland Opportunities Industrialization Center Inc. multi-year trail
Portland Opportunities Industrialization Center Inc.'s plans moved +31.3% in assets from 2022 to 2024; this filing shows Poic 403b Plan at $4M / 261 participants.
- #882
- in Educational Services (3,638 peers)
- +15.9%
- assets growth YoY
Poic 403b Plan's mid-pack asset rank among Educational Services and all filers
Poic 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,039,832 38th percentile higher than 38% 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
Poic 403b 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. Poic 403b Plan sits mid-pack in the medium band (261 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Poic 403b Plan reported net income rose from $408K in the plan year 2023 filing to $554K in the plan year 2024 filing.
- Poic 403b Plan reported participants rose from 203 in the plan year 2023 filing to 261 in the plan year 2024 filing.
- Poic 403b Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 930593858 · Portland Opportunities Industrialization Center Inc. PY 2024 · Other
Poic 403b Plan · $4M · 261 · 38th
- PART $4M
- PART 261
- PART 38th
- PART Other
- PART near Colorado Springs Independence Center 403b Plan
- PART ind #882
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 →
Poic 403b Plan in the asset neighbourhood
Portland Opportunities Industrialization Center Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Portland Opportunities Industrialization Center Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 31.263273088350356% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 128 | $3M |
| 2023 | 1 | 203 | $3M |
| 2024 | 1 | 261 | $4M |
Portland Opportunities Industrialization Center Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $554K |
| Employer EIN | 930593858 |
| Plan Effective Date | 2002-11-01 |
| Filing Status | FILING RECEIVED |
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
Poic 403b Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Colorado Springs Independence Center 403b Plan in CO ($4M); by covered participants it is People Incorporated of Virginia ERISA 403(b) Plan in VA (261 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (261 participants); asset peers above are excluded.
- People Incorporated of Virginia ERISA 403(b) Plan (VA) 261 · 0 off
- Ransom Everglades School Section 403(b) Retirement Plan (FL) 261 · 0 off
- Mitchell College Retirement Plan (CT) 261 · 0 off
- Able, Inc. 403(b) Plan (ND) 261 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.