How big is Oregon State University Foundation's plan?

Oregon State University Foundation's plan reported $11.2M in assets and 184 participants for 2024.

Original filing (PDF)20251009182804NAL0007435905002

Oregon State University Foundation

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

Form 5500-SF

FILING_RECEIVED

OSU Foundation 403(b) Plan

403(b) retirement plan · Oregon State University Foundation's OSU Foundation 403(b) Plan held $11.2M in plan assets for 184 participants in 2024.

Signals · 1

No auditor on file

Active participants

184

Accounts w/ balance

103

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

Plan identifiers

Oregon State University Foundation's EIN is 93-6022772.

EIN 93-6022772

Plan number 002

Plan year 2024

ACK ID 20251009182804NAL0007435905002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oregon State University Foundation's plan includes a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score