401(k) · DOL Form 5500 · 2022

Careoregon, Inc. 401(k) Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
1,059
Participants Near avg headcount
93rd
Percentile by assets National rank
$108,713
Avg per participant Below avg balance/head
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Official DOL plan name: Careoregon, Inc. 401(k) Plan · Sponsored by Careoregon, Inc. · Oregon · Finance & Insurance

$115M in assets, 1,059 participants

Careoregon, Inc.'s Careoregon, Inc. 401(k) Plan reported $115M in total assets and 1,059 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,283 in Finance & Insurance (9,261 peers)

Coverage in Oregon

Careoregon, Inc. 401(k) Plan covers 1,059 participants in Oregon, 2.4x the typical Oregon plan (state average ~443 per filing). Assets: $115M.

#8,283
in Finance & Insurance (9,261 peers)
-8.7%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Careoregon, Inc. 401(k) Plan's outsized position by total assets

Careoregon, Inc. 401(k) Plan vs every filed plan by assets

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

$115,127,485 Top 7% higher than 93% 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

Careoregon, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Careoregon, Inc. 401(k) Plan lands in the large band (1,059 participants).

EBSA filing schedule strip

Filing strip 930933975 · Careoregon, Inc. PY 2022 · 401(k)

Careoregon, Inc. 401(k) Plan · $115M · 1,059 · 93rd

  • 5500 $115M
  • 5500 1,059
  • 5500 93rd
  • 5500 401(k)
  • 5500 near Helzberg Diamonds Savings Plan
  • 5500 ind #8283

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 →

Careoregon, Inc. 401(k) Plan in the asset neighbourhood

Dewitt LLP Savings Plan & TrustDewitt LLP Savings Plan & Tr…$115MNational Consumer Cooperative Bank Retirement and 401(k) PlanNational Consumer Cooperativ…$115MCareoregon, Inc. 401(k) Plan$115MHelzberg Diamonds Savings PlanHelzberg Diamonds Savings Pl…$115MPomps Tire Service Inc Salary Savings PlanPomps Tire Service Inc Salar…$115M
End-of-year total assets ($M) among Careoregon, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$126M
Net Assets (End of Year)$115M
Net Income-$11M
Employer EIN930933975
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Careoregon, Inc.)

Sponsor-wide plan assets over time

All Careoregon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$188M 63.17892030734451% vs 2022
2024 filing year
$100M$150M$200M 202220232024 $115M $188M ▲ +63.2%
Year Plans Participants Total Assets
2022 1 1,059 $115M
2023 1 1,227 $151M
2024 1 1,486 $188M

Nearby 401(k) Plans in Oregon

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

Careoregon, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Careoregon, Inc. 401(k) Plan, Total assets ($B): 0.115127485 · Participants: 1059Careoregon, Inc. 401(k) 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
Careoregon, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Careoregon, Inc. 401(k) Plan side-by-side with 3 peers →

Careoregon, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Helzberg Diamonds Savings Plan in MO ($115M); by covered participants it is Pr Management, Corp. Retirement Plan in MA (1,059 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($115M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,059 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 Careoregon, Inc. 401(k) Plan assets move in 2022? ▼
Careoregon, Inc. 401(k) Plan pulled back noticeably - down 8.7% during 2022, from $126M to $115M. Reported net income was -$11M.
How have Careoregon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Careoregon, Inc.'s sponsor-wide assets grew 63.2%, from $115M to $188M.
Where does Careoregon, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Careoregon, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Careoregon, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Helzberg Diamonds Savings Plan in MO ($115M, 2,029 participants).
Which 401(k) plans cover a similar participant headcount to Careoregon, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pr Management, Corp. Retirement Plan in MA (1,059 participants, $8M 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 930933975.

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.