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Multnomah Group

Matched across 13 name variants in the filings

Multnomah Group summary

Multnomah Group appears on 72 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $23.6B in assets for 148,975 participants. The median client plan holds $115M. Most client plans are sponsored in CA, OR and WA. The largest clients by plan assets are Precision Castparts Corp., Stifel Financial Corp. and Fred Hutchinson Cancer Center. Plans reported $2.4M in direct and indirect compensation paid to Multnomah Group. The median is $33K per plan.

Participants
148,975
Median plan assets
$115M
Median plan participants
952
Median fees per plan
$33K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Precision Castparts Corp.OR$2.8B24,535
Stifel Financial Corp.MO$2.7B11,227
Fred Hutchinson Cancer CenterWA$1.7B10,676
University Corporation for Atmospheric ResearchCO$1.3B4,446
El Camino HospitalCA$1.1B5,868
University of DenverCO$1.0B9,517
Institute for Defense Analyses, plan 002VA$957M2,798
Sri International, plan 001CA$952M4,649
Sri International, plan 004CA$868M2,881
Institute for Defense Analyses, plan 003VA$683M2,284
Columbia Sportswear CompanyOR$540M5,705
Seattle UniversityWA$531M4,833
Association of Universities for Research in Astronomy, Inc., plan 004DC$476M2,995
The Vancouver Clinic, Inc., P.S.WA$451M3,218
Carleton CollegeMN$435M2,232
Colorado CollegeCO$425M1,887
The Oregon Clinic, P.C.OR$419M1,859
National UniversityCA$375M4,808
Lewis & Clark CollegeOR$371M1,664
The University of Puget SoundWA$354M2,197
Association of Universities for Research in Astronomy, Inc., plan 006DC$326M2,272
Salk Institute for Biological StudiesCA$325M1,746
A-Dec, Inc.OR$291M1,616
The Reed CollegeOR$290M1,545
Pemco Mutual Insurance CompanyWA$281M671

Top client states

  • CA25 plans
  • OR20 plans
  • WA10 plans
  • IL5 plans
  • CO3 plans

Frequently asked questions

Who uses Multnomah Group?
72 retirement plans list Multnomah Group as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Precision Castparts Corp., Stifel Financial Corp., Fred Hutchinson Cancer Center, University Corporation for Atmospheric Research and El Camino Hospital. Most client plans are sponsored in CA, OR and WA.
How many plans does Multnomah Group serve?
Multnomah Group serves 72 retirement plans with $23.6B in plan assets and 148,975 participants, based on the latest Form 5500 filings through 2024.
What does Multnomah Group charge?
Plans reported $2.4M in total Schedule C compensation paid to Multnomah Group. The median plan paid $33K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served72+13 YoYRank #295 of mapped providers
Assets under administration$23.6B0.0%Rank #706 by share of filed assets
Fees received$2MMedian $32,864/planSum across Schedule C direct + indirect
Net wins YoY+610 won - 4 lostPlan-level switch detection

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Fund lineups on plans this firm keeps

Search these plans

Large plans that name Multnomah Group as recordkeeper and list their funds in their filing.

Plans
2
$26.8M in funds
In collective trusts
0%
average plan
In Multnomah Group funds
0%
average plan
In index funds
29%
average plan

Top managers in these lineups

ManagerPlans
Vanguard2
T. Rowe Price1
Fidelity (FMR)1
Capital Group1
Harbor Capital1

Target-date series

SeriesPlans
T. Rowe Price Target1
Vanguard Target Retirement1

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.