Money Purchase · DOL Form 5500 · 2024

Oregon Health & Science University Foundation Money Purchase Plan

Data updated 2026-08-11

$25M
Total assets
112
Participants
74th
Percentile by assets
$220,355
Avg per participant
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Official DOL plan name: Oregon Health & Science University Foundation Pension Plan · Sponsored by Oregon Health & Science University Foundation · Oregon · Other Services

$25M in assets, 112 participants

Oregon Health & Science University Foundation's Oregon Health & Science University Foundation Pension Plan reported $25M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • 74th percentile by assets (of 123,622 plans)
  • #6,658 in Other Services (7,719 peers)

Coverage in Oregon

Oregon Health & Science University Foundation Pension Plan covers 112 participants in Oregon, about 25% of the average Oregon filer (state average ~443 per filing). Assets: $25M.

$25M
total plan assets (2024 EOY)
112
covered participants
74th
percentile by assets (of 123,622 plans)
$220,355
avg assets per participant

Where Oregon Health & Science University Foundation Pension Plan sits by total assets

Oregon Health & Science University Foundation Pension Plan vs every filed plan by assets

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

$24,679,763 Top 26% higher than 74% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oregon Health & Science University Foundation Pension Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Oregon Health & Science University Foundation Pension Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Oregon Health & Science University Foundation Pension Plan reported participants rose from 101 in the plan year 2023 filing to 112 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Oregon
Industry
Other Services

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Oregon Health & Science University Foundation Pension Plan reports 112 participants - about 25% of that state average ($25M EOY assets).

Oregon filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN237083114
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon Health & Science University Foundation)

$25M$30M$35M$40M 202220232024 $27.9M $37.4M ▲ +34.3%
Total plan assets by year, all Oregon Health & Science University Foundation plans on file
Year Plans Participants Total Assets
2022 2 196 $28M
2023 2 224 $32M
2024 2 245 $37M

Nearby Money Purchase Plans in Oregon

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

Oregon Health & Science University Foundation Pension Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Oregon Health & Scie…, Total assets ($B): 0.024679763 · Participants: 112Oregon Health & Scie…International Brothe…, Total assets ($B): 2.46815236 · Participants: 29645International Brothe…Northwest Permanente…, Total assets ($B): 1.113209094 · Participants: 1562Northwest Permanente…Cascade Pension Trus…, Total assets ($B): 0.425348565 · Participants: 2355Cascade Pension Trus…Samaritan Health Ser…, Total assets ($B): 0.320567569 · Participants: 5342Samaritan Health Ser…Local Union 598 Supp…, Total assets ($B): 0.166391319 · Participants: 688Local Union 598 Supp…
Oregon Health & Science University Foundation Pension Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
Compare Oregon Health & Science University Found… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Oregon Health & Science University Foundation Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Oregon Health & Science University Foundation Pension Plan assets move in 2024? ▼
Oregon Health & Science University Foundation Pension Plan grew sharply - up 16.6% during 2024, from $21M to $25M. Reported net income was $4M.
How have Oregon Health & Science University Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon Health & Science University Foundation's sponsor-wide assets grew 34.3%, from $28M to $37M.
Which Money Purchase plans are similar in size to Oregon Health & Science University Foundation Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Local 665 I.a.T.S.E. Annuity Plan in HI ($25M, 785 participants).

Next read for Oregon Health & Science University Found…

Filing takeaways

Ways to act on Oregon Health & Science University Foundation Pension Plan's numbers.

  • By total assets, Oregon Health & Science University Foundation Pension Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Oregon. Compare plans
  • Oregon Health & Science University Foundation's sponsor-wide assets have grown 34.3% since 2022 across 3 plan years on file. More Other Services plans

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 237083114.

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.