OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan Contact

  • Address: 6300 S.W. NICOL ROAD,PORTLAND,OR
  • Contact person: VEENA IYENGAR
  • Phone: (503) 416-9482

Plan General Information

OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is $57,497,459.00.This plan was established in 1969.

OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is 349

OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is $164,749.00

OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is $3,544.00.

OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is approximately $3,395.00
Investing in this additonal $3,395.00 for 20 years would give you extra $217,296.00, assuming a 10% annual return.

OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN allocates $1,184,947.00 to match its employees' contributions, providing an employer match rate of 79.12% of their contributions

OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is 13.10%.

OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is 17.00%. This measures the effectiveness of the plan participants' investments in the year.

OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is 0.07%.

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