Oregon › Educational services › 100 to 249 participants
Form 5500 statement · plan year 1 Jul 2024 to 30 Jun 2025
Oregon Health & Science University Foundation 403(b) Plan
Sponsored by Oregon Health & Science University Foundation, Portland, OR
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
In the plan year ending 30 Jun 2025, Oregon Health & Science University Foundation 403(b) Plan covered 169 participants and held $12.7M in net assets. The plan is a 403(b) plan sponsored by Oregon Health & Science University Foundation of Portland, Oregon.
Net assets came to $75,359 per participant, well above the $60,185 median for defined contribution plans with 100 to 249 participants and close to the $73,018 median for defined contribution plans in educational services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
The filing reports no service provider compensation on Schedule C. That is common where fees are paid by the employer or taken from investment returns, neither of which appears there. Administrative expenses charged to the plan were $1,010.
Across the filings on record, net assets went from $2.1M in 2009 to $12.7M in 2024 (up 493%), and participants from 133 to 169 (up 27%).
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $75,359 | $60,185 | $73,018 | $53,102 |
| Employer contributions per active participant | — | $2,447 | $2,838 | $2,175 |
| Schedule C compensation per participant | — | $194 | $95.66 | $123 |
| Schedule C compensation, share of net assets | — | 0.32% | 0.13% | 0.26% |
| Administrative expenses per participant | $5.98 | $176 | $89.26 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 100 to 249 participants (21,996 plans), educational services (2,753) and all US plans (63,460). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 169 | $12.7M | $75,361 | — | $1.1M | $0 |
| 2023 | 170 | $11.1M | $65,559 | — | $1.1M | $0 |
| 2022 | 157 | $9.8M | $62,611 | — | $822K | $0 |
| 2021 | 145 | $8.1M | $55,648 | — | $722K | $0 |
| 2020 | 150 | $9.4M | $62,867 | — | $686K | $0 |
| 2019 | 151 | $6.8M | $44,834 | — | $629K | $0 |
| 2018 | 145 | $6.1M | $42,145 | — | $558K | $0 |
| 2017 | 126 | $5.1M | $40,524 | — | $487K | $0 |
| 2016 | 125 | $4.7M | $37,376 | — | $532K | $0 |
| 2015 | 124 | $3.4M | $27,056 | — | $417K | $7,000 |
| 2014 | 134 | $3.1M | $23,366 | — | $270K | $0 |
| 2013 | 144 | $3.6M | $25,313 | — | $273K | $1,000 |
| 2012 | 153 | $3.0M | $19,621 | — | $261K | $1,000 |
| 2011 | 144 | $2.7M | $19,090 | — | $238K | $1,000 |
| 2010 | 135 | $2.6M | $19,022 | $0 | $271K | $1,000 |
| 2009 | 133 | $2.1M | $16,158 | — | $310K | $1,000 |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$11,144,949
- Employer contributions—
- Participant contributions$1,094,813
- Rollovers and other contributions$113,438
- Total contributions$1,208,251
- Total income, including investment results$2,719,412
- Benefits paid$1,127,610
- Administrative expenses$1,010
- Total expenses$1,128,620
- Net income$1,590,792
- Net transfers$0
- Net assets, end of year$12,735,741
Participants
- Active participants130
- Retired or separated, receiving benefits0
- Retired or separated, entitled to future benefits39
- Participants with account balances131
- Total participants, end of year169
Fees and service providers
No service provider organisations are listed on Schedule C for this plan year.
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Contract administrator fees$1,010
- Total administrative expenses$1,010
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Registered investment companies (mutual funds)$11.7M · 91.5%
- Insurance company general account$712K · 5.6%
- Cash (interest and non-interest bearing)$335K · 2.6%
- Pooled separate accounts$32K · 0.3%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmAprio LLP
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $1,000,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2GTotal participant-directed account plan2LCode section 403(b)(1) arrangement (annuity contracts)2MCode section 403(b)(7) accounts (custodial accounts for regulated investment company stock)2TTotal or partial participant-directed account plan with a default investment account
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 611000: Educational Services (including schools, colleges, & universities).
Other plans of Oregon Health & Science University Foundation
| Plan | Participants | Net assets |
|---|---|---|
| Oregon Health & Science University Foundation Pension Plan | 171 | $24.7M |
Similar plans in Oregon
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Stand for Children 401(k) Plan | Stand for Children Leadership Center | 179 | $12.2M | $68,172 |
| Foodcorps, Inc. 401(k) Plan | Foodcorps, Inc. | 166 | $8.8M | $53,063 |
| Klamath Family Head Start 403(b) Plan | Klamath Family Head Start | 197 | $3.6M | $18,291 |
| CBT Nuggets 401(k) Plan | CBT Nuggets, LLC | 149 | $15.5M | $104,243 |
| French International School of Oregon 403(b) Plan | French International School of Oregon | 203 | $9.8M | $48,079 |
| Kids Unlimited of Oregon 401(k) Plan | Kids Unlimited of Oregon | 145 | $2.8M | $19,309 |
Defined contribution plans in educational services closest in size.
Questions and answers
How big is Oregon Health & Science University Foundation 403(b) Plan?
169 participants at the end of the plan year ending 30 Jun 2025, of whom 130 were active employees, with net assets of $12,735,741. Among defined contribution plans that places it in the 100 to 249 participants band, which held 21,996 plans in plan year 2024.
What does Oregon Health & Science University Foundation contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports no provider compensation for the year. Administrative expenses on Schedule H were $1,010. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Oregon Health & Science University Foundation. The financial statements were audited by Aprio LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jul 2024 to 30 Jun 2025, received by the Department of Labor on 9 Apr 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 23-7083114, plan 002, received 9 Apr 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.