401(k) · DOL Form 5500 · 2022
Oregon Mutual Insurance Company 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 209
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $190,708
- Avg per participant Above avg balance/head
Official DOL plan name: Oregon Mutual Insurance Company 401(k) Retirement Plan · Sponsored by Oregon Mutual Insurance Company · Oregon · Finance & Insurance
$40M in assets, 209 participants
Oregon Mutual Insurance Company's Oregon Mutual Insurance Company 401(k) Retirement Plan reported $40M in total assets and 209 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #7,178 in Finance & Insurance (9,261 peers)
Coverage in Oregon
Oregon Mutual Insurance Company 401(k) Retirement Plan covers 209 participants in Oregon, about 47% of the average Oregon filer (state average ~443 per filing). Assets: $40M.
- #7,178
- in Finance & Insurance (9,261 peers)
- -18.6%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oregon Mutual Insurance Company 401(k) Retirement Plan's outsized position by total assets
Oregon Mutual Insurance Company 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$39,857,958 Top 14% higher than 86% 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
Oregon Mutual Insurance Company 401(k) Retirement 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. Oregon Mutual Insurance Company 401(k) Retirement Plan sits mid-pack in the medium band (209 participants).
EBSA filing schedule strip
Filing strip 930242980 · Oregon Mutual Insurance Company PY 2022 · 401(k)
Oregon Mutual Insurance Company 401(k) Retirement Plan · $40M · 209 · 86th
- NET $40M
- NET 209
- NET 86th
- NET 401(k)
- NET near Norpac Resources,LLC 401(k) Profit Sharing Plan
- NET ind #7178
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 →
Oregon Mutual Insurance Company 401(k) Retirement Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | -$9M |
| Employer EIN | 930242980 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oregon Mutual Insurance Company)
Sponsor-wide plan assets over time
All Oregon Mutual Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 7.716218176555858% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 209 | $40M |
| 2023 | 1 | 201 | $42M |
| 2024 | 1 | 168 | $43M |
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
Oregon Mutual Insurance Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Norpac Resources,LLC 401(k) Profit Sharing Plan in WA ($40M); by covered participants it is Com Av,LLC 401(k) Profit Sharing Plan in CA (209 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
Similar participant headcount
Nearest other-state filings by covered participants (209 participants); asset peers above are excluded.
- Com Av,LLC 401(k) Profit Sharing Plan (CA) 209 · 0 off
- Vali Cooper and Associates Profit Sharing Plan (CA) 209 · 0 off
- Creative Systems and Consulting (VA) 209 · 0 off
- Traction on Demand US Inc 401(k) Profit Sharing Plan & Trust (WA) 209 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.