Civic Intelligence

Oregon Historical Society

Plan context: Oregon Historical Society 401(K) Plan

EIN 93-0391599 • Portland, OR • 26 filings • 4 plans

View Related Profile

1200 SW Park AvenuePortland, OR 97205
Current Snapshot

Latest Year

2024

2024 Participants

62

2024 Assets

$5,925,122

2024 Contributions

$528,083

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,925,122$2,962,561$0200920172024YearValue
$5,925,122Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

69350200920172024YearValue
62Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024162$5,925,122$528,083$8,517iApproximate average salary by contribution assumption: employee only about $212,937 at 4% or $141,958 at 6%; with 50% employer match about $141,958 at 4% or $94,639 at 6%; with 100% employer match about $106,468 at 4% or $70,979 at 6%.
Oregon Historical Society 401(K) Plan-62$5,925,122$528,083$8,517iApproximate average salary by contribution assumption: employee only about $212,937 at 4% or $141,958 at 6%; with 50% employer match about $141,958 at 4% or $94,639 at 6%; with 100% employer match about $106,468 at 4% or $70,979 at 6%.
2023169$5,134,714$454,927$6,593iApproximate average salary by contribution assumption: employee only about $164,829 at 4% or $109,886 at 6%; with 50% employer match about $109,886 at 4% or $73,257 at 6%; with 100% employer match about $82,414 at 4% or $54,943 at 6%.
Oregon Historical Society 401(K) Plan-69$5,134,714$454,927$6,593iApproximate average salary by contribution assumption: employee only about $164,829 at 4% or $109,886 at 6%; with 50% employer match about $109,886 at 4% or $73,257 at 6%; with 100% employer match about $82,414 at 4% or $54,943 at 6%.
2022169$4,473,456$439,220$6,366iApproximate average salary by contribution assumption: employee only about $159,138 at 4% or $106,092 at 6%; with 50% employer match about $106,092 at 4% or $70,728 at 6%; with 100% employer match about $79,569 at 4% or $53,046 at 6%.
Oregon Historical Society 401(K) Plan-69$4,473,456$439,220$6,366iApproximate average salary by contribution assumption: employee only about $159,138 at 4% or $106,092 at 6%; with 50% employer match about $106,092 at 4% or $70,728 at 6%; with 100% employer match about $79,569 at 4% or $53,046 at 6%.
2021159$4,872,965$415,222$7,038iApproximate average salary by contribution assumption: employee only about $175,942 at 4% or $117,294 at 6%; with 50% employer match about $117,294 at 4% or $78,196 at 6%; with 100% employer match about $87,971 at 4% or $58,647 at 6%.
Oregon Historical Society 401(K) Plan-59$4,872,965$415,222$7,038iApproximate average salary by contribution assumption: employee only about $175,942 at 4% or $117,294 at 6%; with 50% employer match about $117,294 at 4% or $78,196 at 6%; with 100% employer match about $87,971 at 4% or $58,647 at 6%.
2020162$3,999,704$496,930$8,015iApproximate average salary by contribution assumption: employee only about $200,375 at 4% or $133,583 at 6%; with 50% employer match about $133,583 at 4% or $89,056 at 6%; with 100% employer match about $100,188 at 4% or $66,792 at 6%.
Oregon Historical Society 401(K) Plan-62$3,999,704$496,930$8,015iApproximate average salary by contribution assumption: employee only about $200,375 at 4% or $133,583 at 6%; with 50% employer match about $133,583 at 4% or $89,056 at 6%; with 100% employer match about $100,188 at 4% or $66,792 at 6%.
2019162$3,684,820$439,391$7,087iApproximate average salary by contribution assumption: employee only about $177,174 at 4% or $118,116 at 6%; with 50% employer match about $118,116 at 4% or $78,744 at 6%; with 100% employer match about $88,587 at 4% or $59,058 at 6%.
Oregon Historical Society 401(K) Plan-62$3,684,820$439,391$7,087iApproximate average salary by contribution assumption: employee only about $177,174 at 4% or $118,116 at 6%; with 50% employer match about $118,116 at 4% or $78,744 at 6%; with 100% employer match about $88,587 at 4% or $59,058 at 6%.
2018157$2,641,546$449,894$7,893iApproximate average salary by contribution assumption: employee only about $197,322 at 4% or $131,548 at 6%; with 50% employer match about $131,548 at 4% or $87,699 at 6%; with 100% employer match about $98,661 at 4% or $65,774 at 6%.
Oregon Historical Society 401(K) Plan-57$2,641,546$449,894$7,893iApproximate average salary by contribution assumption: employee only about $197,322 at 4% or $131,548 at 6%; with 50% employer match about $131,548 at 4% or $87,699 at 6%; with 100% employer match about $98,661 at 4% or $65,774 at 6%.
2017158$2,542,484$428,348$7,385iApproximate average salary by contribution assumption: employee only about $184,633 at 4% or $123,089 at 6%; with 50% employer match about $123,089 at 4% or $82,059 at 6%; with 100% employer match about $92,316 at 4% or $61,544 at 6%.
Oregon Historical Society 401(K) Plan-58$2,542,484$428,348$7,385iApproximate average salary by contribution assumption: employee only about $184,633 at 4% or $123,089 at 6%; with 50% employer match about $123,089 at 4% or $82,059 at 6%; with 100% employer match about $92,316 at 4% or $61,544 at 6%.
2016154$1,842,117$378,537$7,010iApproximate average salary by contribution assumption: employee only about $175,249 at 4% or $116,832 at 6%; with 50% employer match about $116,832 at 4% or $77,888 at 6%; with 100% employer match about $87,624 at 4% or $58,416 at 6%.
Oregon Historical Society 401(K) Plan-54$1,842,117$378,537$7,010iApproximate average salary by contribution assumption: employee only about $175,249 at 4% or $116,832 at 6%; with 50% employer match about $116,832 at 4% or $77,888 at 6%; with 100% employer match about $87,624 at 4% or $58,416 at 6%.
2015150$1,532,393$305,577$6,112iApproximate average salary by contribution assumption: employee only about $152,789 at 4% or $101,859 at 6%; with 50% employer match about $101,859 at 4% or $67,906 at 6%; with 100% employer match about $76,394 at 4% or $50,930 at 6%.
Oregon Historical Society 401(K) Plan-50$1,532,393$305,577$6,112iApproximate average salary by contribution assumption: employee only about $152,789 at 4% or $101,859 at 6%; with 50% employer match about $101,859 at 4% or $67,906 at 6%; with 100% employer match about $76,394 at 4% or $50,930 at 6%.
2014142$1,226,141$380,267$9,054iApproximate average salary by contribution assumption: employee only about $226,349 at 4% or $150,900 at 6%; with 50% employer match about $150,900 at 4% or $100,600 at 6%; with 100% employer match about $113,175 at 4% or $75,450 at 6%.
Oregon Historical Society 401(K) Plan-42$1,226,141$380,267$9,054iApproximate average salary by contribution assumption: employee only about $226,349 at 4% or $150,900 at 6%; with 50% employer match about $150,900 at 4% or $100,600 at 6%; with 100% employer match about $113,175 at 4% or $75,450 at 6%.
2013136$753,890$351,121$9,753iApproximate average salary by contribution assumption: employee only about $243,834 at 4% or $162,556 at 6%; with 50% employer match about $162,556 at 4% or $108,371 at 6%; with 100% employer match about $121,917 at 4% or $81,278 at 6%.
Oregon Historical Society 401(K) Plan-36$753,890$351,121$9,753iApproximate average salary by contribution assumption: employee only about $243,834 at 4% or $162,556 at 6%; with 50% employer match about $162,556 at 4% or $108,371 at 6%; with 100% employer match about $121,917 at 4% or $81,278 at 6%.
2012234$292,978$423,457$12,455iApproximate average salary by contribution assumption: employee only about $311,365 at 4% or $207,577 at 6%; with 50% employer match about $207,577 at 4% or $138,385 at 6%; with 100% employer match about $155,683 at 4% or $103,788 at 6%.
Oregon Historical Society 401(K) Plan-34$292,978$294,446$8,660iApproximate average salary by contribution assumption: employee only about $216,504 at 4% or $144,336 at 6%; with 50% employer match about $144,336 at 4% or $96,224 at 6%; with 100% employer match about $108,252 at 4% or $72,168 at 6%.
Oregon Historical Society-0$0$129,011-
2011159$2,351,074$262,001$4,441iApproximate average salary by contribution assumption: employee only about $111,017 at 4% or $74,012 at 6%; with 50% employer match about $74,012 at 4% or $49,341 at 6%; with 100% employer match about $55,509 at 4% or $37,006 at 6%.
Oregon Historical Society-59$2,351,074$262,001$4,441iApproximate average salary by contribution assumption: employee only about $111,017 at 4% or $74,012 at 6%; with 50% employer match about $74,012 at 4% or $49,341 at 6%; with 100% employer match about $55,509 at 4% or $37,006 at 6%.
2010159$2,555,616$227,599$3,858iApproximate average salary by contribution assumption: employee only about $96,440 at 4% or $64,294 at 6%; with 50% employer match about $64,294 at 4% or $42,862 at 6%; with 100% employer match about $48,220 at 4% or $32,147 at 6%.
Oregon Historical Society-59$2,555,616$227,599$3,858iApproximate average salary by contribution assumption: employee only about $96,440 at 4% or $64,294 at 6%; with 50% employer match about $64,294 at 4% or $42,862 at 6%; with 100% employer match about $48,220 at 4% or $32,147 at 6%.
2009163$2,460,435$194,157$3,082iApproximate average salary by contribution assumption: employee only about $77,046 at 4% or $51,364 at 6%; with 50% employer match about $51,364 at 4% or $34,243 at 6%; with 100% employer match about $38,523 at 4% or $25,682 at 6%.
Oregon Historical Society-63$2,460,435$194,157$3,082iApproximate average salary by contribution assumption: employee only about $77,046 at 4% or $51,364 at 6%; with 50% employer match about $51,364 at 4% or $34,243 at 6%; with 100% employer match about $38,523 at 4% or $25,682 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
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199910$0$0-
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