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MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN

Plan Contact

  • Address: 8435 NE GLISAN STREET,PORTLAND,OR
  • Contact person: BETTY CALDWELL
  • Phone: (503) 255-0332

Plan General Information

MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN is $8,575,826.00.This plan was established in 1992.

MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN is 258

MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN is $33,239.00

MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN is $2,893.00.

MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN is approximately $279.00
Investing in this additonal $279.00 for 20 years would give you extra $17,864.00, assuming a 10% annual return.

MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN allocates $72,016.00 to match its employees' contributions, providing an employer match rate of 19.30% of their contributions

MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN is 9.97%.

MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN is 9.83%. This measures the effectiveness of the plan participants' investments in the year.

MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN is 0.35%.

Enrollment Features

MULTNOMAH UNIVERSITY 403(B) RETIREMENT 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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