Money Purchase · DOL Form 5500 · 2024

Oregon State University Foundation Money Purchase Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
145
Participants Small participant base
84th
Percentile by assets National rank
$340,775
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Osu Foundation Retirement Plan · Sponsored by Oregon State University Foundation · Oregon · Educational Services

$49M in assets, 145 participants

Oregon State University Foundation's Osu Foundation Retirement Plan reported $49M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,616 in Educational Services (3,638 peers)

Coverage in Oregon

Osu Foundation Retirement Plan covers 145 participants in Oregon, about 33% of the average Oregon filer (state average ~443 per filing). Assets: $49M.

#2,616
in Educational Services (3,638 peers)
+8.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Osu Foundation Retirement Plan's outsized position by total assets

Osu Foundation Retirement Plan vs every filed plan by assets

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

$49,412,321 Top 16% higher than 84% 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

Osu Foundation Retirement 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. Osu Foundation Retirement Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Osu Foundation Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Osu Foundation Retirement Plan reported participants rose from 132 in the plan year 2023 filing to 145 in the plan year 2024 filing.
  • Osu Foundation Retirement Plan end-of-year assets rose from $45M in the plan year 2023 filing to $49M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 936022772 · Oregon State University Foundation PY 2024 · Money Purchase

Osu Foundation Retirement Plan · $49M · 145 · 84th

  • VS-ST $49M
  • BOY 145
  • SCH 84th
  • EBSA Money Purchase
  • PART near IBEW Local 64 Profit Sharing Plan and Trust
  • TYPE ind #2616

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 →

Osu Foundation Retirement Plan in the asset neighbourhood

South Texas College of Law Houston Defined Contribution Retirement Plan and TrustSouth Texas College of Law H…$50MIBEW Local 64 Profit Sharing Plan and TrustIBEW Local 64 Profit Sharing…$50MOsu Foundation Retirement PlanOsu Foundation Retirement Pl…$49MSoutheast Laborers Supplemental Pension FundSoutheast Laborers Supplemen…$49MResources for the Future, Inc. 401(a) Retirement PlanResources for the Future, In…$48M
End-of-year total assets ($M) among Osu Foundation Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$49M
Net Income$4M
Employer EIN936022772
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon State University Foundation)

Sponsor-wide plan assets over time

All Oregon State University Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$49M 12.179942342081853% vs 2022
2024 filing year
$42M$44M$46M$48M$50M 202220232024 $44.1M $49.4M ▲ +12.2%
Year Plans Participants Total Assets
2022 2 287 $44M
2023 1 132 $45M
2024 1 145 $49M

Nearby Money Purchase Plans in Oregon

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

Osu Foundation Retirement Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Osu Foundation Retirement Plan, Total assets ($B): 0.049412321 · Participants: 145Osu Foundation Retirement PlanInternational Brotherhood of Electrical Workers District No. 9 Pension Plan, Total assets ($B): 2.46815236 · Participants: 29645International Brotherhood of Electrical Workers District No. 9 Pension PlanNorthwest Permanente, P.C. Retirement Plan - Mpp Aspect, Total assets ($B): 1.113209094 · Participants: 1562Northwest Permanente, P.C. Retirement Plan - Mpp AspectCascade Pension Trust Money Purchase Pension Plan, Total assets ($B): 0.425348565 · Participants: 2355Cascade Pension Trust Money Purchase Pension PlanSamaritan Health Services Retirement Plan, Total assets ($B): 0.320567569 · Participants: 5342Samaritan Health Services Retirement PlanLocal Union 598 Supplemental Pension Plan, Total assets ($B): 0.166391319 · Participants: 688Local Union 598 Supplemental Pension Plan
Osu Foundation Retirement Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
Compare Osu Foundation Retirement Plan side-by-side with 3 peers →

Osu Foundation Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Oregon, the nearest Money Purchase by assets is IBEW Local 64 Profit Sharing Plan and Trust in OH ($50M); by covered participants it is Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan in TX (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Osu Foundation Retirement Plan assets move in 2024? ▼
Osu Foundation Retirement Plan grew at a solid clip - up 8.9% during 2024, from $45M to $49M. Reported net income was $4M.
How have Oregon State University Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon State University Foundation's sponsor-wide assets grew 12.2%, from $44M to $49M.
Where does Osu Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
Osu Foundation Retirement Plan ranks in the 84th 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 Money Purchase plans are similar in size to Osu Foundation Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is IBEW Local 64 Profit Sharing Plan and Trust in OH ($50M, 427 participants).
Which Money Purchase plans cover a similar participant headcount to Osu Foundation Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan in TX (145 participants, $5M 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 936022772.

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.