Other · DOL Form 5500 · 2024
Volunteers of America of Oregon, Inc. Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 261
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $38,080
- Avg per participant Low balance/head
Official DOL plan name: Volunteers of America of Oregon, Inc. Employer Discretionary Plan · Sponsored by Volunteers of America of Oregon, Inc. · Oregon · Healthcare & Social Assistance
$10M in assets, 261 participants
Volunteers of America of Oregon, Inc.'s Volunteers of America of Oregon, Inc. Employer Discretionary Plan reported $10M in total assets and 261 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.
- #10,327 in Healthcare & Social Assistance (16,916 peers)
Volunteers of America of Oregon, Inc. multi-year trail
Volunteers of America of Oregon, Inc.'s plans moved +39.1% in assets from 2022 to 2024; this filing shows Volunteers of America of Oregon, Inc. Employer Discretionary Plan at $10M / 261 participants.
- #10,327
- in Healthcare & Social Assistance (16,916 peers)
- +17.6%
- assets growth YoY
Volunteers of America of Oregon, Inc. Employer Discretionary Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Volunteers of America of Oregon, Inc. Employer Discretionary Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,938,810 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
Volunteers of America of Oregon, Inc. Employer Discretionary 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. Volunteers of America of Oregon, Inc. Employer Discretionary Plan sits mid-pack in the medium band (261 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Volunteers of America of Oregon, Inc. Employer Discretionary Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Volunteers of America of Oregon, Inc. Employer Discretionary Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Volunteers of America of Oregon, Inc. Employer Discretionary Plan reported participants rose from 245 in the plan year 2023 filing to 261 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 930395591 · Volunteers of America of Oregon, Inc. PY 2024 · Other
Volunteers of America of Oregon, Inc. Employer Discretionary Plan · $10M · 261 · 56th
- EBSA $10M
- PART 261
- TYPE 56th
- NET Other
- BOOK near Hospice of the Good Shepherd, Inc. 403(b) Plan
- VS-ST ind #10327
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 →
Volunteers of America of Oregon, Inc. Employer Discretionary Plan in the asset neighbourhood
Volunteers of America of Oregon, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Volunteers of America of Oregon, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 39.13987541710212% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 247 | $7M |
| 2023 | 1 | 245 | $8M |
| 2024 | 1 | 261 | $10M |
Volunteers of America of Oregon, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 930395591 |
| Plan Effective Date | 1998-07-01 |
| 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
Volunteers of America of Oregon, Inc. Employer Discretionary Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Hospice of the Good Shepherd, Inc. 403(b) Plan in MA ($10M); by covered participants it is People Incorporated of Virginia ERISA 403(b) Plan in VA (261 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 (261 participants); asset peers above are excluded.
- People Incorporated of Virginia ERISA 403(b) Plan (VA) 261 · 0 off
- Ransom Everglades School Section 403(b) Retirement Plan (FL) 261 · 0 off
- Mitchell College Retirement Plan (CT) 261 · 0 off
- Able, Inc. 403(b) Plan (ND) 261 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.