Profit Sharing · DOL Form 5500 · 2024
Options Counseling Services of Oregon, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 196
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $51,510
- Avg per participant Low balance/head
Official DOL plan name: Options Counseling Services of Oregon, Inc. 403(b) Plan · Sponsored by Options Counseling Services of Oregon, Inc. · Oregon · Healthcare & Social Assistance
$10M in assets, 196 participants
Options Counseling Services of Oregon, Inc.'s Options Counseling Services of Oregon, Inc. 403(b) Plan reported $10M in total assets and 196 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #10,400 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oregon
Options Counseling Services of Oregon, Inc. 403(b) Plan covers 196 participants in Oregon, about 44% of the average Oregon filer (state average ~443 per filing). Assets: $10M.
- #10,400
- in Healthcare & Social Assistance (16,916 peers)
- +3.8%
- assets growth YoY
Options Counseling Services of Oregon, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Options Counseling Services of Oregon, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,096,005 Top 44% higher than 56% 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
Options Counseling Services of Oregon, Inc. 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. Options Counseling Services of Oregon, Inc. 403(b) Plan sits mid-pack in the medium band (196 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Options Counseling Services of Oregon, Inc. 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $335K in the plan year 2024 filing.
- Options Counseling Services of Oregon, Inc. 403(b) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Options Counseling Services of Oregon, Inc. 403(b) Plan reported participants fell from 201 in the plan year 2023 filing to 196 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 943136426 · Options Counseling Services of Oregon, Inc. PY 2024 · Profit Sharing
Options Counseling Services of Oregon, Inc. 403(b) Plan · $10M · 196 · 56th
- BOOK $10M
- VS-ST 196
- BOY 56th
- SCH Profit Sharing
- EBSA near 403(b) Thrift Plan for Employees of Queens Community House, Inc.
- PART ind #10400
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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →
Options Counseling Services of Oregon, Inc. 403(b) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $335K |
| Employer EIN | 943136426 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Options Counseling Services of Oregon, Inc.)
Sponsor-wide plan assets over time
All Options Counseling Services of Oregon, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 23.138786100496862% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 191 | $8M |
| 2023 | 1 | 201 | $10M |
| 2024 | 1 | 196 | $10M |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Les Schwab Profit Sharing Retirement Plan $865M · 5,738
- Legacy Health Defined Contribution Retirement Plan $817M · 12,025
- Willamette University Defined Contribution Retirement Plan $212M · 730
- The Hoffman Employee Retirement Income Plan $191M · 634
- Tuality Healthcare Performance Retirement Plan - 403(b) $120M · 1,263
Options Counseling Services of Oregon, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is 403(b) Thrift Plan for Employees of Queens Community House, Inc. in NY ($10M); by covered participants it is Young Supply Company 401(k) Plan and Trust in MI (196 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (196 participants); asset peers above are excluded.
- Young Supply Company 401(k) Plan and Trust (MI) 196 · 0 off
- Airport Shoppes and Hotel Corp. Retirement Plan (PR) 196 · 0 off
- Institutional Wholesale Company, Inc. Profit Sharing Plan (TN) 196 · 0 off
- Defined Contribution Pension Plan for Employees of Jewish Association for Residential Care (Jarc) (FL) 196 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.