401(k) · DOL Form 5500 · 2022
Southern Oregon Aspire Inc 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 170
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $9,150
- Avg per participant Low balance/head
Official DOL plan name: Southern Oregon Aspire Inc 403(b) Plan · Sponsored by Southern Oregon Aspire Inc · Oregon · Healthcare & Social Assistance
$2M in assets, 170 participants
Southern Oregon Aspire Inc's Southern Oregon Aspire Inc 403(b) Plan reported $2M in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #5,928 in Healthcare & Social Assistance (20,060 peers)
Coverage in Oregon
Southern Oregon Aspire Inc 403(b) Plan covers 170 participants in Oregon, about 38% of the average Oregon filer (state average ~443 per filing). Assets: $2M.
- #5,928
- in Healthcare & Social Assistance (20,060 peers)
- -9.3%
- assets change YoY
The plan reported a net loss of $160K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southern Oregon Aspire Inc 403(b) Plan among the smaller filed plans by assets
Southern Oregon Aspire Inc 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,555,458 30th percentile higher than 30% 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
Southern Oregon Aspire Inc 403(b) 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. Southern Oregon Aspire Inc 403(b) Plan sits mid-pack in the medium band (170 participants).
EBSA filing schedule strip
Filing strip 930654596 · Southern Oregon Aspire Inc PY 2022 · 401(k)
Southern Oregon Aspire Inc 403(b) Plan · $2M · 170 · 30th
- EOY $2M
- EOY 170
- EOY 30th
- EOY 401(k)
- EOY near Robert M. Tessier 401(k) Profit Sharing Plan
- EOY ind #5928
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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →
Southern Oregon Aspire Inc 403(b) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$160K |
| Employer EIN | 930654596 |
| Plan Effective Date | 1998-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Oregon Aspire Inc)
Sponsor-wide plan assets over time
All Southern Oregon Aspire Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 26.068720595477345% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 170 | $2M |
| 2023 | 1 | 171 | $2M |
| 2024 | 1 | 166 | $2M |
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
Southern Oregon Aspire Inc 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Robert M. Tessier 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Robert M. Tessier 401(k) Profit Sharing Plan (CA) $2M · 3
- Biospatial, Inc. Retirement Plan (NC) $2M · 16
- Patriot Home Care 401(k) Plan (PA) $2M · 2,180
- Quality Pork International Inc. 401(k) Plan (NE) $2M · 397
Similar participant headcount
Nearest other-state filings by covered participants (170 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.