OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN

Plan Contact

  • Address: 2020 SW 4TH AVENUE, STE 900,PORTLAND,OR
  • Phone: (503) 228-1730

Plan General Information

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN is $18,035,332.00.This plan was established in 1989.

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN is 146

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN is $123,529.00

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN is approximately $7,184.00
Investing in this additonal $7,184.00 for 20 years would give you extra $459,803.00, assuming a 10% annual return.

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN is 16.53%.

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN is 13.34%. This measures the effectiveness of the plan participants' investments in the year.

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN is 0.01%.

Enrollment Features

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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