How big is Oregon School Employees Association's plan?

Oregon School Employees Association's plan reported $5.5M in assets and 28 participants for 2024.

Original filing (PDF)20251216113109NAL0004140160001

Oregon School Employees Association

Name: Oregon School Employees Association — Oregon School, Form 5500 (2024)
Creator: Oregon School Employees Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oregon School Employees Association Tax-Favored Savings Plan

401(k) retirement plan · Oregon School Employees Association's Oregon School Employees Association Tax-Favored Savings Plan held $5.5M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

BRAD Larsen signed Oregon School Employees Association's 2024 Form 5500 as plan administrator.

BRAD Larsen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Oregon School Employees Association's EIN is 93-0505956.

EIN 93-0505956

Plan number 001

Plan year 2024

ACK ID 20251216113109NAL0004140160001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oregon School Employees Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oregon School Employees Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OREGON SCHOOL EMPLOYEES ASSOCIATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

OREGON SCHOOL EMPLOYEES ASSOCIATION

EIN

all filings

Address

4735 LIBERTY RD S. · SALEM, OR · 97302

Phone

(503) 588-0121

Industry

Other Services (ex. Public Admin)

Plan administrator