Other · DOL Form 5500 · 2024
Oregon Health & Science University Foundation Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 133
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $95,757
- Avg per participant Below avg balance/head
Official DOL plan name: Oregon Health & Science University Foundation 403(b) Plan · Sponsored by Oregon Health & Science University Foundation · Oregon · Educational Services
$13M in assets, 133 participants
Oregon Health & Science University Foundation's Oregon Health & Science University Foundation 403(b) Plan reported $13M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #1,589 in Educational Services (3,638 peers)
Coverage in Oregon
Oregon Health & Science University Foundation 403(b) Plan covers 133 participants in Oregon, about 30% of the average Oregon filer (state average ~443 per filing). Assets: $13M.
- #1,589
- in Educational Services (3,638 peers)
- +14.3%
- assets growth YoY
Oregon Health & Science University Foundation 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Oregon Health & Science University Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,735,741 Top 39% higher than 61% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Oregon Health & Science University Foundation 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. Oregon Health & Science University Foundation 403(b) Plan sits mid-pack in the medium band (133 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oregon Health & Science University Foundation 403(b) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Oregon Health & Science University Foundation 403(b) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Oregon Health & Science University Foundation 403(b) Plan reported participants rose from 123 in the plan year 2023 filing to 133 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 237083114 · Oregon Health & Science University Foundation PY 2024 · Other
Oregon Health & Science University Foundation 403(b) Plan · $13M · 133 · 61st
- EBSA $13M
- PART 133
- TYPE 61st
- NET Other
- BOOK near Advent Christian Village, Inc. 403(b) Plan
- VS-ST ind #1589
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 →
Oregon Health & Science University Foundation 403(b) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 237083114 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oregon Health & Science University Foundation)
Sponsor-wide plan assets over time
All Oregon Health & Science University Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 34.27358627411195% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 196 | $28M |
| 2023 | 2 | 224 | $32M |
| 2024 | 2 | 245 | $37M |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $2.0B · 14,590
- Asante 403b Plan $759M · 5,850
- St. Charles Health System, Inc. Retirement Plan $744M · 4,769
- Samaritan Health Services Tax Sheltered Annuity Pl $703M · 6,429
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $337M · 807
Oregon Health & Science University Foundation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Advent Christian Village, Inc. 403(b) Plan in FL ($13M); by covered participants it is Community Care Services 403(b) Plan in MI (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Advent Christian Village, Inc. 403(b) Plan (FL) $13M · 410
- Wesley Spectrum Services 403(b) Savings Plan (PA) $13M · 80
- 403(b) Thrift Plan of Hospice of Wichita Falls, Inc. (TX) $13M · 240
- Rvnahealth 403(b) Plan (CT) $13M · 581
Similar participant headcount
Nearest other-state filings by covered participants (133 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.