Other · DOL Form 5500 · 2024
Serendipity Center, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 87
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $57,313
- Avg per participant Low balance/head
Official DOL plan name: Serendipity Center 403(b) Plan · Sponsored by Serendipity Center, Inc. · Oregon · Educational Services
$5M in assets, 87 participants
Serendipity Center, Inc.'s Serendipity Center 403(b) Plan reported $5M in total assets and 87 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #978 in Educational Services (3,638 peers)
Serendipity Center, Inc. multi-year trail
Serendipity Center, Inc.'s plans moved +15.8% in assets from 2022 to 2024; this filing shows Serendipity Center 403(b) Plan at $5M / 87 participants.
- #978
- in Educational Services (3,638 peers)
- +0.8%
- assets growth YoY
Serendipity Center 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Serendipity Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,986,208 42nd percentile higher than 42% 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
Serendipity Center 403(b) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Serendipity Center 403(b) Plan is a small filing (87 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Serendipity Center 403(b) Plan reported net income fell from $642K in the plan year 2023 filing to $40K in the plan year 2024 filing.
- Serendipity Center 403(b) Plan reported participants rose from 83 in the plan year 2023 filing to 87 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 930730861 · Serendipity Center, Inc. PY 2024 · Other
Serendipity Center 403(b) Plan · $5M · 87 · 42nd
- 5500 $5M
- 5500 87
- 5500 42nd
- 5500 Other
- 5500 near Wellspring Family Services Retirement Savings Plan
- 5500 ind #978
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 →
Serendipity Center 403(b) Plan in the asset neighbourhood
Serendipity Center, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Serendipity Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 15.827171512071564% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $4M |
| 2023 | 1 | 83 | $5M |
| 2024 | 1 | 87 | $5M |
Serendipity Center, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $40K |
| Employer EIN | 930730861 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
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
Serendipity Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Wellspring Family Services Retirement Savings Plan in WA ($5M); by covered participants it is United Way of Greater Kansas City, Inc. 403(b) Plan in MO (87 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (87 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.