How big is Portland Center Stage's plan?

Portland Center Stage's plan reported $573K in assets and 30 participants for 2023.

Original filing (PDF)20250414110525NAL0000721123001

Portland Center Stage

Name: Portland Center Stage — Portland Center Stage, Form 5500 (2023)
Creator: Portland Center Stage
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Portland Center Stage Retirement Plan - Plan 2

403(b) retirement plan · Portland Center Stage's Portland Center Stage Retirement Plan - Plan 2 held $573K in plan assets for 30 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$573K

Net assets (EOY)

$573K

People on this filing

Caitlin Upshaw signed Portland Center Stage's 2023 Form 5500 as plan administrator.

Caitlin Upshaw — 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

Portland Center Stage's EIN is 93-1134865.

EIN 93-1134865

Plan number 002

Plan year 2023

ACK ID 20250414110525NAL0000721123001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Portland Center Stage from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Portland Center Stage's plan includes a 403(b) annuity, 403(b) custodial accounts, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PORTLAND CENTER STAGE.

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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

PORTLAND CENTER STAGE

EIN

all filings

Address

128 NW 11TH AVENUE · PORTLAND, OR · 97209

Phone

(503) 445-3720

Industry

Arts, Entertainment, Recreation

Plan administrator