Other · DOL Form 5500 · 2024

University of Portland Retirement Plan

Data updated 2026-08-25

$263M
Total assets Near avg plan size
785
Participants Near avg headcount
95th
Percentile by assets National rank
$334,574
Avg per participant High balance/head
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Official DOL plan name: University of Portland Defined Contribution and Tax Deferred Annuity · Sponsored by University of Portland · Oregon · Educational Services

$263M in assets, 785 participants

University of Portland's University of Portland Defined Contribution and Tax Deferred Annuity reported $263M in total assets and 785 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,365 in Educational Services (3,638 peers)

Where University of Portland Defined Contribution and Tax Deferred Annuity sits by assets

University of Portland Defined Contribution and Tax Deferred Annuity sits in the top 5% of all filed plans by assets, $263M for 785 participants (~$334,574/participant), up 6.1% in 2024.

#3,365
in Educational Services (3,638 peers)
+6.1%
assets growth YoY
2.6×
vs typical plan assets (national mean)

University of Portland Defined Contribution and Tax Deferred Annuity's outsized position by total assets

University of Portland Defined Contribution and Tax Deferred Annuity vs every filed plan by assets

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

$262,640,670 Top 5% higher than 95% 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 Portland Defined Contribution and Tax Deferred Annuity 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 Portland Defined Contribution and Tax Deferred Annuity sits mid-pack in the medium band (785 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of Portland Defined Contribution and Tax Deferred Annuity reported net income fell from $24M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • University of Portland Defined Contribution and Tax Deferred Annuity end-of-year assets rose from $247M in the plan year 2023 filing to $263M in the plan year 2024 filing.
  • University of Portland Defined Contribution and Tax Deferred Annuity reported participants fell from 811 in the plan year 2023 filing to 785 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 930401259 · University of Portland PY 2024 · Other

University of Portland Defined Contribution and Tax Deferred Annuity · $263M · 785 · 95th

  • PCT $263M
  • EIN 785
  • RANK 95th
  • PHOTO Other
  • IND near Stetson University Defined Contribution Plan
  • EOY ind #3365

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 Portland Defined Contribution and Tax Deferred Annuity in the asset neighbourhood

Public Broadcasting Service Defined Contribution Retirement PlanPublic Broadcasting Service …$264MUniversity of Portland Defined Contribution and Tax Deferred AnnuityUniversity of Portland Defin…$263MStetson University Defined Contribution PlanStetson University Defined C…$262MThe Dalton Schools, Inc. Retirement and Savings PlanThe Dalton Schools, Inc. Ret…$261MBrookings Savings and Retirement PlanBrookings Savings and Retire…$260M
End-of-year total assets ($M) among University of Portland Defined Contribution and Tax Deferred Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$247M
Net Assets (End of Year)$263M
Net Income$15M
Employer EIN930401259
Plan Effective Date1960-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Portland)

Sponsor-wide plan assets over time

All University of Portland plans reported in each filing year

Latest sponsor-wide plan assets
$263M 17.629489845688408% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $223M $263M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 830 $223M
2023 1 811 $247M
2024 1 785 $263M

Nearby Other Plans in Oregon

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

University of Portland Defined Contribution and Tax Deferred Annuity vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 00.511.522.5 Total assets ($B) Participants University of Portland Defined Contribution and Tax Deferred Annuity, Total assets ($B): 0.26264067 · Participants: 785University of Portland Defined Contribution and Tax Deferred AnnuityLegacy 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 Portland Defined Contribution and Tax Deferred Annuity vs. nearby Other plans in Oregon, assets vs. participants
Compare University of Portland Defined Contribution and Tax Deferred Annuity side-by-side with 3 peers →

University of Portland Defined Contribution and Tax Deferred Annuity's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Stetson University Defined Contribution Plan in FL ($262M); by covered participants it is Jay Nolan Community Services Inc 403(b) Plan in CA (785 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (785 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 Portland Defined Contribution and Tax Deferred Annuity assets move in 2024? ▼
University of Portland Defined Contribution and Tax Deferred Annuity grew at a solid clip - up 6.1% during 2024, from $247M to $263M. Reported net income was $15M.
How have University of Portland plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Portland's sponsor-wide assets grew 17.6%, from $223M to $263M.
Where does University of Portland Defined Contribution and Tax Deferred Annuity rank by assets among Form 5500 filers? ▼
University of Portland Defined Contribution and Tax Deferred Annuity ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to University of Portland Defined Contribution and Tax Deferred Annuity? ▼
Among Other plans in other states, the closest by assets is Stetson University Defined Contribution Plan in FL ($262M, 879 participants).
Which Other plans cover a similar participant headcount to University of Portland Defined Contribution and Tax Deferred Annuity? ▼
Among Other plans in other states, the closest by covered participants is Jay Nolan Community Services Inc 403(b) Plan in CA (785 participants, $6M 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 930401259.

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.