Other · DOL Form 5500 · 2024

University of Western States Retirement Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
121
Participants Small participant base
81st
Percentile by assets National rank
$322,578
Avg per participant High balance/head
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Official DOL plan name: University of Western States 403(b) Plan · Sponsored by University of Western States · Oregon · Educational Services

$39M in assets, 121 participants

University of Western States's University of Western States 403(b) Plan reported $39M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,445 in Educational Services (3,638 peers)

Coverage in Oregon

University of Western States 403(b) Plan covers 121 participants in Oregon, about 27% of the average Oregon filer (state average ~443 per filing). Assets: $39M.

#2,445
in Educational Services (3,638 peers)
+1.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

University of Western States 403(b) Plan's outsized position by total assets

University of Western States 403(b) Plan vs every filed plan by assets

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

$39,031,910 Top 19% higher than 81% 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

University of Western States 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. University of Western States 403(b) Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of Western States 403(b) Plan reported net income fell from $4M in the plan year 2023 filing to $653K in the plan year 2024 filing.
  • University of Western States 403(b) Plan reported participants fell from 133 in the plan year 2023 filing to 121 in the plan year 2024 filing.
  • University of Western States 403(b) Plan end-of-year assets rose from $38M in the plan year 2023 filing to $39M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 930309970 · University of Western States PY 2024 · Other

University of Western States 403(b) Plan · $39M · 121 · 81st

  • EBSA $39M
  • PART 121
  • TYPE 81st
  • NET Other
  • BOOK near National Science Teachers Association Defined Contribution Plan
  • VS-ST ind #2445

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 →

University of Western States 403(b) Plan in the asset neighbourhood

Bentley School Defined Contribution and Tax-Deferred Annuity PlanBentley School Defined Contr…$39MNational Science Teachers Association Defined Contribution PlanNational Science Teachers As…$39MUniversity of Western States 403(b) PlanUniversity of Western States…$39MThe David and Lucile Packard Foundation Employee Contribution Retirement PlanThe David and Lucile Packard…$39MEast Coast Migrant Head Start Project Retirement Savings PlanEast Coast Migrant Head Star…$39M
End-of-year total assets ($M) among University of Western States 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$39M
Net Income$653K
Employer EIN930309970
Plan Effective Date1975-08-13
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Western States)

Sponsor-wide plan assets over time

All University of Western States plans reported in each filing year

Latest sponsor-wide plan assets
$39M 14.174258483546943% vs 2022
2024 filing year
$32M$34M$36M$38M$40M 202220232024 $34.2M $39M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 134 $34M
2023 1 133 $38M
2024 1 121 $39M

Nearby Other Plans in Oregon

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

University of Western States 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 ($B) Participants University of Western States 403(b) Plan, Total assets ($B): 0.03903191 · Participants: 121University of Western States 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
University of Western States 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare University of Western States 403(b) Plan side-by-side with 3 peers →

University of Western States 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is National Science Teachers Association Defined Contribution Plan in VA ($39M); by covered participants it is Motivational Services in ME (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 University of Western States 403(b) Plan assets move in 2024? ▼
University of Western States 403(b) Plan edged up modestly - up 1.7% during 2024, from $38M to $39M. Reported net income was $653K.
How have University of Western States plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Western States's sponsor-wide assets grew 14.2%, from $34M to $39M.
Where does University of Western States 403(b) Plan rank by assets among Form 5500 filers? ▼
University of Western States 403(b) Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to University of Western States 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is National Science Teachers Association Defined Contribution Plan in VA ($39M, 57 participants).
Which Other plans cover a similar participant headcount to University of Western States 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Motivational Services in ME (121 participants, N/A 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 930309970.

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.