How big is The Oregon ZOO Foundation's plan?

The Oregon ZOO Foundation's plan reported $2.4M in assets and 18 participants for 2024.

Original filing (PDF)20250523120033NAL0003429473001

The Oregon ZOO Foundation

Name: The Oregon ZOO Foundation — The Oregon ZOO, Form 5500 (2024)
Creator: The Oregon ZOO Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Oregon ZOO Foundation 401(k) Plan

401(k) retirement plan · The Oregon ZOO Foundation's The Oregon ZOO Foundation 401(k) Plan held $2.4M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Kristine Caldicott signed The Oregon ZOO Foundation's 2024 Form 5500 as plan administrator.

Kristine Caldicott — 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

The Oregon ZOO Foundation's EIN is 93-0718337.

EIN 93-0718337

Plan number 001

Plan year 2024

ACK ID 20250523120033NAL0003429473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Oregon ZOO Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Oregon ZOO Foundation'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 THE OREGON ZOO FOUNDATION.

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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 (90th percentile).

Plan sponsor

Name

THE OREGON ZOO FOUNDATION

EIN

all filings

Address

4001 SW CANYON ROAD · PORTLAND, OR · 97221

Phone

(503) 220-5751

Industry

Other Services (ex. Public Admin)

Plan administrator