Pacific University Section 403(B) Plan — Form 5500 plan (Pacific University)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pacific University Section 403(B) Plan is a benefit plan reported by Pacific University under EIN 93-0386892 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,219 participants and $216,701,650 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$216.7MPlan net assets, end of year$216,701,650
Participants2.2KCovered participants reported2,219
Assets / participant$97.7KComputed: assets ÷ participants$97,657 (computed)
Provider compensation$155K1 Schedule C provider row(s)$154,962
- Plan sponsor
- Pacific University
- EIN
- 93-0386892
- Plan number
- 001
- Plan type
- 2
- Location
- Forest Grove, OR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,219 | H, C | 20241015181950NAL0017033571001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$216.7M total assets
Net assets$216.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $216,701,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $216,701,650
- Net assets (BOY)
- $187,051,354
Income & contributions
- Employer contributions
- $4,668,180
- Participant contributions
- $4,609,921
- Total contributions
- $10,884,771
- Total income / additions
- $39,918,055
Expenses & distributions
- Benefits paid
- $10,106,583
- Administrative expenses
- $154,962
- Total expenses
- $10,267,759
- Net increase / (decrease)
- $29,650,296
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
50%50%
Employer 50%Participant 50%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $154,962 | $0 | 2023 |