401(k) · DOL Form 5500 · 2022
Wauna Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 109
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $64,020
- Avg per participant Low balance/head
Official DOL plan name: Wauna Federal Credit Union Savings and Investment Plan · Sponsored by Wauna Federal Credit Union · Oregon · Finance & Insurance
$7M in assets, 109 participants
Wauna Federal Credit Union's Wauna Federal Credit Union Savings and Investment Plan reported $7M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #3,799 in Finance & Insurance (9,261 peers)
Coverage in Oregon
Wauna Federal Credit Union Savings and Investment Plan covers 109 participants in Oregon, about 25% of the average Oregon filer (state average ~443 per filing). Assets: $7M.
- #3,799
- in Finance & Insurance (9,261 peers)
- -16.8%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wauna Federal Credit Union Savings and Investment Plan's mid-pack asset rank among Finance & Insurance and all filers
Wauna Federal Credit Union Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,978,149 Top 43% higher than 57% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Wauna Federal Credit Union Savings and Investment 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. Wauna Federal Credit Union Savings and Investment Plan sits mid-pack in the medium band (109 participants).
Published 5500 schedule card
Filing strip 930562551 · Wauna Federal Credit Union PY 2022 · 401(k)
Wauna Federal Credit Union Savings and Investment Plan · $7M · 109 · 57th
- TYPE $7M
- TYPE 109
- TYPE 57th
- TYPE 401(k)
- TYPE near Apex Material Handling Corporation 401(k) Plan and Trust
- TYPE ind #3799
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 Finance & Insurance retirement plans → · Plans in Oregon →
Wauna Federal Credit Union Savings and Investment Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 930562551 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wauna Federal Credit Union)
Sponsor-wide plan assets over time
All Wauna Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 35.2505084084619% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $7M |
| 2023 | 1 | 106 | $9M |
| 2024 | 1 | 120 | $9M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.2B · 36,913
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.0B · 7,492
- Precision Castparts Corp. 401(k) Retirement Savings Plan $1.9B · 14,939
- Xpo Logistics Retirement Savings Plan $1.7B · 6,855
- Pacificorp K Plus Employee Savings Plan $1.4B · 4,905
Wauna Federal Credit Union Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Apex Material Handling Corporation 401(k) Plan and Trust in IL ($7M); by covered participants it is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.
- Dyehard Fan Supply 401(k) Profit Sharing Plan (NC) 109 · 0 off
- Careage of Logansport, Inc. 401(k) Plan (IN) 109 · 0 off
- Coastal Industries 401(k) Profit Sharing Plan (FL) 109 · 0 off
- Mob Scene 401(k) Plan (CA) 109 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.