401(k) · DOL Form 5500 · 2022

Energy Trust of Oregon, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
111
Participants Small participant base
77th
Percentile by assets National rank
$176,942
Avg per participant Above avg balance/head
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Official DOL plan name: Energy Trust of Oregon, Inc. Retirement Savings Plan · Sponsored by Energy Trust of Oregon, Inc. · Oregon · Utilities

$20M in assets, 111 participants

Energy Trust of Oregon, Inc.'s Energy Trust of Oregon, Inc. Retirement Savings Plan reported $20M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 77th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #286 in Utilities (738 peers)

Coverage in Oregon

Energy Trust of Oregon, Inc. Retirement Savings Plan covers 111 participants in Oregon, about 25% of the average Oregon filer (state average ~443 per filing). Assets: $20M.

#286
in Utilities (738 peers)
-12.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Energy Trust of Oregon, Inc. Retirement Savings Plan's outsized position by total assets

Energy Trust of Oregon, Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$19,640,599 Top 23% higher than 77% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Energy Trust of Oregon, Inc. Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Energy Trust of Oregon, Inc. Retirement Savings Plan sits mid-pack in the medium band (111 participants).

Plan-year Form 5500 strip

Filing strip 931313663 · Energy Trust of Oregon, Inc. PY 2022 · 401(k)

Energy Trust of Oregon, Inc. Retirement Savings Plan · $20M · 111 · 77th

  • SCH $20M
  • EBSA 111
  • PART 77th
  • TYPE 401(k)
  • NET near Cpi Aerostructures 401(k) Plan
  • BOOK ind #286

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Utilities retirement plans → · Plans in Oregon →

Energy Trust of Oregon, Inc. Retirement Savings Plan in the asset neighbourhood

Energy Trust of Oregon, Inc. Retirement Savings PlanEnergy Trust of Oregon, Inc.…$20MCpi Aerostructures 401(k) PlanCpi Aerostructures 401(k) Pl…$20MRausch Coleman Homes Retirement Savings PlanRausch Coleman Homes Retirem…$20MBloomsburg Carpet Industries Ps PlanBloomsburg Carpet Industries…$20MTld USA Profit Sharing and Savings PlanTld USA Profit Sharing and S…$20M
End-of-year total assets ($M) among Energy Trust of Oregon, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN931313663
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Trust of Oregon, Inc.)

Sponsor-wide plan assets over time

All Energy Trust of Oregon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 47.58361493964619% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.6M $29M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 111 $20M
2023 1 114 $24M
2024 1 143 $29M

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Energy Trust of Oregon, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Energy Trust of Oregon, Inc. Retirement Savings Plan, Total assets ($B): 0.019640599 · Participants: 111Energy Trust of Oregon, Inc. Retirement Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Energy Trust of Oregon, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Energy Trust of Oregon, Inc. Retirement Savings Plan side-by-side with 3 peers →

Energy Trust of Oregon, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Cpi Aerostructures 401(k) Plan in NY ($20M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Energy Trust of Oregon, Inc. Retirement Savings Plan assets move in 2022? ▼
Energy Trust of Oregon, Inc. Retirement Savings Plan pulled back noticeably - down 12.8% during 2022, from $23M to $20M. Reported net income was -$3M.
How have Energy Trust of Oregon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Trust of Oregon, Inc.'s sponsor-wide assets grew 47.6%, from $20M to $29M.
Where does Energy Trust of Oregon, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Energy Trust of Oregon, Inc. Retirement Savings Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Energy Trust of Oregon, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cpi Aerostructures 401(k) Plan in NY ($20M, 249 participants).
Which 401(k) plans cover a similar participant headcount to Energy Trust of Oregon, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Green Box Loans Inc, 401(k) Plan in CA (111 participants, $192K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 931313663.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.