Other · DOL Form 5500 · 2024

Umatilla-Morrow Head Start, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
209
Participants Below avg headcount
46th
Percentile by assets National rank
$29,456
Avg per participant Low balance/head
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Official DOL plan name: Umatilla-Morrow Head Start, Inc. 403(b) Plan · Sponsored by Umatilla-Morrow Head Start, Inc. · Oregon · Educational Services

$6M in assets, 209 participants

Umatilla-Morrow Head Start, Inc.'s Umatilla-Morrow Head Start, Inc. 403(b) Plan reported $6M in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,090 in Educational Services (3,638 peers)

Coverage in Oregon

Umatilla-Morrow Head Start, Inc. 403(b) Plan covers 209 participants in Oregon, about 47% of the average Oregon filer (state average ~443 per filing). Assets: $6M.

#1,090
in Educational Services (3,638 peers)
+0.6%
assets growth YoY

Umatilla-Morrow Head Start, Inc. 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Umatilla-Morrow Head Start, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,156,211 46th percentile higher than 46% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Umatilla-Morrow Head Start, Inc. 403(b) 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. Umatilla-Morrow Head Start, Inc. 403(b) Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Umatilla-Morrow Head Start, Inc. 403(b) Plan reported net income fell from $655K in the plan year 2023 filing to $39K in the plan year 2024 filing.
  • Umatilla-Morrow Head Start, Inc. 403(b) Plan reported participants rose from 170 in the plan year 2023 filing to 209 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 930937286 · Umatilla-Morrow Head Start, Inc. PY 2024 · Other

Umatilla-Morrow Head Start, Inc. 403(b) Plan · $6M · 209 · 46th

  • EBSA $6M
  • EBSA 209
  • EBSA 46th
  • EBSA Other
  • EBSA near Road to Responsibility, Inc. 403(b) Plan
  • EBSA ind #1090

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 →

Umatilla-Morrow Head Start, Inc. 403(b) Plan in the asset neighbourhood

The Children's Collective, Inc. 403(b) PlanThe Children's Collective, I…$6MUmatilla-Morrow Head Start, Inc. 403(b) PlanUmatilla-Morrow Head Start, …$6MRoad to Responsibility, Inc. 403(b) PlanRoad to Responsibility, Inc.…$6MGay Men's Health Crisis 403(b) PlanGay Men's Health Crisis 403(…$6MFriendship Haven, Inc. Employees' Pension PlanFriendship Haven, Inc. Emplo…$6M
End-of-year total assets ($M) among Umatilla-Morrow Head Start, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$39K
Employer EIN930937286
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umatilla-Morrow Head Start, Inc.)

Sponsor-wide plan assets over time

All Umatilla-Morrow Head Start, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 11.083621844325501% vs 2022
2024 filing year
$5.4M$5.6M$5.8M$6M$6.2M$6.4M 202220232024 $5.54M $6.16M ▲ +11.2%
Year Plans Participants Total Assets
2022 1 103 $6M
2023 1 170 $6M
2024 1 209 $6M

Nearby Other Plans in Oregon

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

Umatilla-Morrow Head Start, Inc. 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Umatilla-Morrow Head Start, Inc. 403(b) Plan, Total assets ($B): 0.006156211 · Participants: 209Umatilla-Morrow Head Start, Inc. 403(b) PlanLegacy Health 403(b) Plan, Total assets ($B): 1.974060677 · Participants: 14590Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.758534257 · Participants: 5850Asante 403b PlanSt. Charles Health System, Inc. Retirement Plan, Total assets ($B): 0.74399578 · Participants: 4769St. Charles Health System, Inc. Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.703282178 · Participants: 6429Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.33723152 · Participants: 807Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
Umatilla-Morrow Head Start, Inc. 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Umatilla-Morrow Head Start, Inc. 403(b) Plan side-by-side with 3 peers →

Umatilla-Morrow Head Start, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Road to Responsibility, Inc. 403(b) Plan in MA ($6M); by covered participants it is Met Council 403(b) Retirement Savings Plan in NY (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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.

Frequently Asked Questions

How did Umatilla-Morrow Head Start, Inc. 403(b) Plan assets move in 2024? ▼
Umatilla-Morrow Head Start, Inc. 403(b) Plan held essentially flat - up 0.6% during 2024, from $6M to $6M. Reported net income was $39K.
How have Umatilla-Morrow Head Start, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umatilla-Morrow Head Start, Inc.'s sponsor-wide assets grew 11.1%, from $6M to $6M.
Which Other plans are similar in size to Umatilla-Morrow Head Start, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Road to Responsibility, Inc. 403(b) Plan in MA ($6M, 580 participants).
Which Other plans cover a similar participant headcount to Umatilla-Morrow Head Start, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Met Council 403(b) Retirement Savings Plan in NY (209 participants, $19M in assets).

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 930937286.

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.