Other · DOL Form 5500 · 2024

Klamath Family Head Start Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
149
Participants Small participant base
37th
Percentile by assets National rank
$24,183
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Klamath Family Head Start 403(b) Plan · Sponsored by Klamath Family Head Start · Oregon · Educational Services

$4M in assets, 149 participants

Klamath Family Head Start's Klamath Family Head Start 403(b) Plan reported $4M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #843 in Educational Services (3,638 peers)

Coverage in Oregon

Klamath Family Head Start 403(b) Plan covers 149 participants in Oregon, about 34% of the average Oregon filer (state average ~443 per filing). Assets: $4M.

#843
in Educational Services (3,638 peers)
+12.1%
assets growth YoY

Klamath Family Head Start 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Klamath Family Head Start 403(b) Plan vs every filed plan by assets

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

$3,603,331 37th percentile higher than 37% 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

Klamath Family Head Start 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. Klamath Family Head Start 403(b) Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Klamath Family Head Start 403(b) Plan reported net income fell from $542K in the plan year 2023 filing to $390K in the plan year 2024 filing.
  • Klamath Family Head Start 403(b) Plan reported participants rose from 130 in the plan year 2023 filing to 149 in the plan year 2024 filing.
  • Klamath Family Head Start 403(b) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 930768142 · Klamath Family Head Start PY 2024 · Other

Klamath Family Head Start 403(b) Plan · $4M · 149 · 37th

  • PCT $4M
  • PCT 149
  • PCT 37th
  • PCT Other
  • PCT near Humboldt Senior Resource Center 403(b) Plan
  • PCT ind #843

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 →

Klamath Family Head Start 403(b) Plan in the asset neighbourhood

Living Alternatives for the Developmentally Disabled, Inc. Retirement Savings PlanLiving Alternatives for the …$4MYouth Development Institute 403(b) PlanYouth Development Institute …$4MFamily Resources 403(b) Retirement PlanFamily Resources 403(b) Reti…$4MKlamath Family Head Start 403(b) PlanKlamath Family Head Start 40…$4MHumboldt Senior Resource Center 403(b) PlanHumboldt Senior Resource Cen…$4M
End-of-year total assets ($M) among Klamath Family Head Start 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$390K
Employer EIN930768142
Plan Effective Date1992-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Klamath Family Head Start)

Sponsor-wide plan assets over time

All Klamath Family Head Start plans reported in each filing year

Latest sponsor-wide plan assets
$4M 34.8665587483976% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.67M $3.6M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 117 $3M
2023 1 130 $3M
2024 1 149 $4M

Nearby Other Plans in Oregon

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

Klamath Family Head Start 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Klamath Family Head Start 403(b) Plan, Total assets ($B): 0.003603331 · Participants: 149Klamath Family Head Start 403(b) PlanLegacy Health 403(b) Plan, Total assets ($B): 1.974060677 · Participants: 14590Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.758534257 · Participants: 5850Asante 403b PlanSt. Charles Health System, Inc. Retirement Plan, Total assets ($B): 0.74399578 · Participants: 4769St. Charles Health System, Inc. Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.703282178 · Participants: 6429Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.33723152 · Participants: 807Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
Klamath Family Head Start 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Klamath Family Head Start 403(b) Plan side-by-side with 3 peers →

Klamath Family Head Start 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Humboldt Senior Resource Center 403(b) Plan in CA ($4M); by covered participants it is Snohomish County Public Defender Association 403(b) Plan in WA (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Klamath Family Head Start 403(b) Plan assets move in 2024? ▼
Klamath Family Head Start 403(b) Plan grew at a solid clip - up 12.1% during 2024, from $3M to $4M. Reported net income was $390K.
How have Klamath Family Head Start plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klamath Family Head Start's sponsor-wide assets grew 34.9%, from $3M to $4M.
Which Other plans are similar in size to Klamath Family Head Start 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Humboldt Senior Resource Center 403(b) Plan in CA ($4M, 240 participants).
Which Other plans cover a similar participant headcount to Klamath Family Head Start 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Snohomish County Public Defender Association 403(b) Plan in WA (149 participants, $25M 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 930768142.

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.