Oregon 529 college savings programs

E46103

529 college savings plan state-sponsored education savings program

Oregon 529 college savings programs are state-sponsored, tax-advantaged investment plans that help families save and grow funds for future higher education expenses.

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All labels observed (5)

Label	Occurrences
Oregon 529 College Savings Network	2
Oregon 529 College Savings Board	1
Oregon 529 college savings programs canonical	1
Oregon 529 program	1
Oregon College Savings Plan	1

How this entity was disambiguated

This entity first appeared as the object of triple T363631 — resolving that mention is where its identity was fixed. The disambiguator weighed these candidate entities and picked the highlighted one (or “None”, minting a new entity). This is how homonymy is resolved: the same surface form can point to different entities.

NED1 Entity disambiguation (via context triple) gpt-5-mini-2025-08-07

Target entity: Oregon 529 college savings programs
Context triple: [Oregon State Treasurer, oversees, Oregon 529 college savings programs]

A. Oregon State Board of Higher Education
The Oregon State Board of Higher Education was the former governing body responsible for overseeing Oregon’s public universities and setting statewide higher education policy.
B. Oregon University System
The Oregon University System was the former statewide public higher education system that oversaw Oregon’s seven public universities until it was dissolved in the mid-2010s.
C. Oregon Department of Education
The Oregon Department of Education is the state agency responsible for overseeing public K–12 education, implementing education policy, and supporting school districts throughout Oregon.
D. Southern Oregon University
Southern Oregon University is a public liberal arts university located in Ashland, Oregon, known for its strong programs in the arts, sciences, and sustainability-focused education.
E. University of Oregon
The University of Oregon is a public research university in Eugene, Oregon, known for its strong programs in the sciences, humanities, and athletics, particularly its prominent track and field legacy.
F. None of above. chosen
G. Unsure - the case is ambiguous/there is not enough information to decide.

NED2 Entity disambiguation (via description) gpt-5-mini-2025-08-07

Target entity: Oregon 529 college savings programs
Target entity description: Oregon 529 college savings programs are state-sponsored, tax-advantaged investment plans that help families save and grow funds for future higher education expenses.

A. Oregon State Board of Higher Education
The Oregon State Board of Higher Education was the former governing body responsible for overseeing Oregon’s public universities and setting statewide higher education policy.
B. Oregon University System
The Oregon University System was the former statewide public higher education system that oversaw Oregon’s seven public universities until it was dissolved in the mid-2010s.
C. Oregon Department of Education
The Oregon Department of Education is the state agency responsible for overseeing public K–12 education, implementing education policy, and supporting school districts throughout Oregon.
D. Southern Oregon University
Southern Oregon University is a public liberal arts university located in Ashland, Oregon, known for its strong programs in the arts, sciences, and sustainability-focused education.
E. University of Oregon
The University of Oregon is a public research university in Eugene, Oregon, known for its strong programs in the sciences, humanities, and athletics, particularly its prominent track and field legacy.
F. None of above. chosen

Statements (49)

Predicate	Object
instanceOf	529 college savings plan ⓘ state-sponsored education savings program ⓘ
accountOwnerControl	account owner retains control of assets ⓘ
administeredBy	Oregon State Treasury ⓘ
beneficiaryChangeAllowed	true ⓘ
beneficiaryChangeRule	beneficiary can be changed to another eligible family member ⓘ
beneficiaryRequirement	must have a Social Security number or Individual Taxpayer Identification Number ⓘ
benefit	potential Oregon state income tax advantages ⓘ tax-deferred investment growth ⓘ tax-free withdrawals for qualified education expenses ⓘ
brandName	MFS 529 Savings Plan ⓘ Oregon College Savings Plan ⓘ linked to: Oregon 529 college savings programs
contributionLimitType	high aggregate account balance limit (set by state) ⓘ
contributionMethod	automatic recurring contributions ⓘ lump-sum contributions ⓘ
country	United States ⓘ linked to: United States of America
eligibility	U.S. citizens and certain resident aliens ⓘ
eligibleUse	books ⓘ certain room and board costs ⓘ certain student loan repayments (subject to federal limits) ⓘ equipment ⓘ fees ⓘ supplies ⓘ tuition ⓘ
federalLawBasis	Section 529 of the Internal Revenue Code ⓘ
feeType	potential advisor fees (for advisor-sold options) ⓘ program management fees ⓘ underlying fund expenses ⓘ
investmentOptionType	age-based portfolios ⓘ individual fund options ⓘ static portfolios ⓘ
minimumContribution	low minimum initial contribution (varies by plan and option) ⓘ
nonQualifiedWithdrawalConsequence	earnings subject to income tax and possible penalty ⓘ
purpose	saving for K-12 tuition (subject to federal and state rules) ⓘ saving for apprenticeship program expenses (subject to federal rules) ⓘ saving for higher education expenses ⓘ
qualifiedInstitutionType	eligible colleges and universities ⓘ eligible trade schools ⓘ eligible vocational schools ⓘ some international institutions (if federally eligible) ⓘ
riskCharacteristic	investment returns are not guaranteed ⓘ principal is not guaranteed ⓘ subject to market risk ⓘ
sponsor	State of Oregon ⓘ linked to: Oregon
state	Oregon ⓘ
targetUser	families saving for education in Oregon and nationwide ⓘ
taxAdvantaged	true ⓘ
withdrawalType	non-qualified withdrawal ⓘ qualified withdrawal ⓘ

How these facts were elicited