Profit Sharing · DOL Form 5500 · 2023

Options Counseling Services of Oregon, Inc. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
201
Participants Below avg headcount
58th
Percentile by assets National rank
$48,409
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Options Counseling Services of Oregon, Inc. 403(b) Plan · Sponsored by Options Counseling Services of Oregon, Inc. · Oregon · Healthcare & Social Assistance

$10M in assets, 201 participants

Options Counseling Services of Oregon, Inc.'s Options Counseling Services of Oregon, Inc. 403(b) Plan reported $10M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,250 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Options Counseling Services of Oregon, Inc. 403(b) Plan covers 201 participants in Oregon, about 45% of the average Oregon filer (state average ~443 per filing). Assets: $10M.

#11,250
in Healthcare & Social Assistance (17,684 peers)
+18.7%
assets growth YoY

Options Counseling Services of Oregon, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Options Counseling Services of Oregon, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,730,157 Top 42% higher than 58% of 127,068 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 2023

Options Counseling Services of Oregon, Inc. 403(b) 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. Options Counseling Services of Oregon, Inc. 403(b) Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Options Counseling Services of Oregon, Inc. 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Options Counseling Services of Oregon, Inc. 403(b) Plan reported net income fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Options Counseling Services of Oregon, Inc. 403(b) Plan reported participants rose from 191 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943136426 · Options Counseling Services of Oregon, Inc. PY 2023 · Profit Sharing

Options Counseling Services of Oregon, Inc. 403(b) Plan · $10M · 201 · 58th

  • PART $10M
  • PART 201
  • PART 58th
  • PART Profit Sharing
  • PART near Manning Building Supplies, Inc. Profit Sharing Plan
  • PART ind #11250

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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Options Counseling Services of Oregon, Inc. 403(b) Plan in the asset neighbourhood

Anderson, Hoagland & Company Profit Sharing Plan and TrustAnderson, Hoagland & Company…$10MLiving Resources 403(b) Retirement PlanLiving Resources 403(b) Reti…$10MOptions Counseling Services of Oregon, Inc. 403(b) PlanOptions Counseling Services …$10MManning Building Supplies, Inc. Profit Sharing PlanManning Building Supplies, I…$10MFamily Health Center of Worcester, Inc. 403(b) PlanFamily Health Center of Worc…$10M
End-of-year total assets ($M) among Options Counseling Services of Oregon, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN943136426
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Options Counseling Services of Oregon, Inc.)

Sponsor-wide plan assets over time

All Options Counseling Services of Oregon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 23.138786100496862% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.2M $10.1M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 191 $8M
2023 1 201 $10M
2024 1 196 $10M

Nearby Profit Sharing Plans in Oregon

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

Options Counseling Services of Oregon, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Options Counseling Services of Oregon, Inc. 403(b) Plan, Total assets ($M): 9.730157 · Participants: 201Options Counseling Services of Oregon, Inc. 403(b) PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 805.482585 · Participants: 5463Les Schwab Profit Sharing Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 770.320628 · Participants: 5474Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 696.604461 · Participants: 11313Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 194.758742 · Participants: 766Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 172.19814 · Participants: 485The Hoffman Employee Retirement Income Plan
Options Counseling Services of Oregon, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Options Counseling Services of Oregon, Inc. 403(b) Plan side-by-side with 3 peers →

Options Counseling Services of Oregon, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Manning Building Supplies, Inc. Profit Sharing Plan in FL ($10M); by covered participants it is First Farmers & Merchants Bank Profit Sharing Plan in TN (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Options Counseling Services of Oregon, Inc. 403(b) Plan assets move in 2023? ▼
Options Counseling Services of Oregon, Inc. 403(b) Plan grew sharply - up 18.7% during 2023, from $8M to $10M. Reported net income was $2M.
How have Options Counseling Services of Oregon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Options Counseling Services of Oregon, Inc.'s sponsor-wide assets grew 23.1%, from $8M to $10M.
Which Profit Sharing plans are similar in size to Options Counseling Services of Oregon, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Manning Building Supplies, Inc. Profit Sharing Plan in FL ($10M, 252 participants).
Which Profit Sharing plans cover a similar participant headcount to Options Counseling Services of Oregon, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is First Farmers & Merchants Bank Profit Sharing Plan in TN (201 participants, $28M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943136426.

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.