Oregon Episcopal School 403(b) match, vesting and fees
What Oregon Episcopal School's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Valic Retirement Services Company | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 590 defined-contribution plans in educational services with 100 to 499 participants.
| Oregon Episcopal School: employer contribution per participant | $4,036 | |
| Peer median | $1,800 |
| Oregon Episcopal School: average balance | $217,119 | |
| Peer median | $72,234 |
| Oregon Episcopal School: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.18% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $62.8M at the end of plan year 2021 to $66.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 354 | $66.7M | $1.2M | $4,036 | 0.14% | Not published | Form 5500 ↗ |
| 2024 | 411 | $60.8M | $1.2M | $3,752 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 364 | $57.5M | $1.2M | $3,635 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 349 | $50.8M | $1.1M | $3,419 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 321 | $62.8M | $1M | $3,514 | 0.10% | Not published | Form 5500 ↗ |
Common questions
Does Oregon Episcopal School match 401(k) contributions?
The match terms for the Oregon Episcopal School Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $1.2M in employer contributions, about $4,036 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oregon Episcopal School 401(k) match vested?
The vesting schedule for the Oregon Episcopal School Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oregon Episcopal School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Valic Retirement Services Company. The plan administrator is Oregon Episcopal School.
I left Oregon Episcopal School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oregon Episcopal School, (503) 416-9482) or the recordkeeper, Valic Retirement Services Company. The Oregon Episcopal School old 401(k) page lists the contacts from every plan filing. Find an old Oregon Episcopal School 401(k)
Data from the public Form 5500 annual reports Oregon Episcopal School filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Oregon Episcopal School. Not financial advice. Report a correction · Methodology