Money Purchase · DOL Form 5500 · 2024

Oregon Health & Science University Foundation Money Purchase Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
112
Participants Small participant base
74th
Percentile by assets National rank
$220,355
Avg per participant Above avg balance/head
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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.

  • #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.

#6,658
in Other Services (7,719 peers)
+16.6%
assets growth YoY

Oregon Health & Science University Foundation Pension Plan's outsized position 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 $2,050,000,000 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

Oregon Health & Science University Foundation Pension 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 Pension Plan sits mid-pack in the medium band (112 participants).

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 →

DOL schedule card

Filing strip 237083114 · Oregon Health & Science University Foundation PY 2024 · Money Purchase

Oregon Health & Science University Foundation Pension Plan · $25M · 112 · 74th

  • SCH $25M
  • SCH 112
  • SCH 74th
  • SCH Money Purchase
  • SCH near Local 665 I.a.T.S.E. Annuity Plan
  • SCH ind #6658

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 Other Services retirement plans → · Plans in Oregon →

Oregon Health & Science University Foundation Pension Plan in the asset neighbourhood

Local 665 I.a.T.S.E. Annuity PlanLocal 665 I.a.T.S.E. Annuity…$25MOregon Health & Science University Foundation Pension PlanOregon Health & Science Univ…$25MCharles R. Drew University of Medicine and Science Money Purchase Pension PlanCharles R. Drew University o…$25MFos Feminista Money Purchase Pension PlanFos Feminista Money Purchase…$24MLandesbank Baden-Wuerttemberg Money Purchase Pension PlanLandesbank Baden-Wuerttember…$24M
End-of-year total assets ($M) among Oregon Health & Science University Foundation Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

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)

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
$25M$30M$35M$40M 202220232024 $27.9M $37.4M ▲ +34.3%
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 ($B) Participants Oregon Health & Science University Foundation Pension Plan, Total assets ($B): 0.024679763 · Participants: 112Oregon Health & Science University Foundation Pension 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
Oregon Health & Science University Foundation Pension Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
Compare Oregon Health & Science University Foundation Pension Plan side-by-side with 3 peers →

Oregon Health & Science University Foundation Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Oregon, the nearest Money Purchase by assets is Local 665 I.a.T.S.E. Annuity Plan in HI ($25M); by covered participants it is Oasis Retirement Plan in TX (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 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).
Which Money Purchase plans cover a similar participant headcount to Oregon Health & Science University Foundation Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Oasis Retirement Plan in TX (112 participants, $11M 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 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.