401(k) · DOL Form 5500 · 2022

Advantis Credit Union 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
237
Participants Below avg headcount
78th
Percentile by assets National rank
$86,294
Avg per participant Below avg balance/head
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Official DOL plan name: Advantis Credit Union 401(k) Plan · Sponsored by Advantis Credit Union · Oregon · Finance & Insurance

$20M in assets, 237 participants

Advantis Credit Union's Advantis Credit Union 401(k) Plan reported $20M in total assets and 237 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,962 in Finance & Insurance (9,261 peers)

Where Advantis Credit Union 401(k) Plan sits by assets

Advantis Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $20M for 237 participants (~$86,294/participant), down 13.8% in 2022.

#5,962
in Finance & Insurance (9,261 peers)
-13.8%
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.

Advantis Credit Union 401(k) Plan's outsized position by total assets

Advantis Credit Union 401(k) Plan vs every filed plan by assets

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

$20,451,645 Top 22% higher than 78% 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

Advantis Credit Union 401(k) 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. Advantis Credit Union 401(k) Plan sits mid-pack in the medium band (237 participants).

Published 5500 schedule card

Filing strip 930251640 · Advantis Credit Union PY 2022 · 401(k)

Advantis Credit Union 401(k) Plan · $20M · 237 · 78th

  • VS-ST $20M
  • VS-ST 237
  • VS-ST 78th
  • VS-ST 401(k)
  • VS-ST near Cooney, Scully & Dowling Profit Sharing Plan
  • VS-ST ind #5962

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 →

Advantis Credit Union 401(k) Plan in the asset neighbourhood

Advantis Credit Union 401(k) PlanAdvantis Credit Union 401(k)…$20MCooney, Scully & Dowling Profit Sharing PlanCooney, Scully & Dowling Pro…$20MThe Binding Site, Inc. 401(k) Retirement Savings PlanThe Binding Site, Inc. 401(k…$20MPrime Conduit, Inc 401(k) PlanPrime Conduit, Inc 401(k) Pl…$20MSierra Canyon Foundation 401(k) PlanSierra Canyon Foundation 401…$20M
End-of-year total assets ($M) among Advantis Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN930251640
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advantis Credit Union)

Sponsor-wide plan assets over time

All Advantis Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$31M 51.33024262840471% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.5M $31M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 237 $20M
2023 1 260 $25M
2024 1 290 $31M

Nearby 401(k) Plans in Oregon

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

Advantis Credit Union 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Advantis Credit Union 401(k) Plan, Total assets ($B): 0.020451645 · Participants: 237Advantis Credit Union 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
Advantis Credit Union 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Advantis Credit Union 401(k) Plan side-by-side with 3 peers →

Advantis Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Cooney, Scully & Dowling Profit Sharing Plan in CT ($20M); by covered participants it is Vibrantcare Rehabilitation Inc. 401(k) Profit Sharing Plan and Trust in CA (237 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (237 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 Advantis Credit Union 401(k) Plan assets move in 2022? ▼
Advantis Credit Union 401(k) Plan pulled back noticeably - down 13.8% during 2022, from $24M to $20M. Reported net income was -$3M.
How have Advantis Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advantis Credit Union's sponsor-wide assets grew 51.3%, from $20M to $31M.
Where does Advantis Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Advantis Credit Union 401(k) Plan ranks in the 78th 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 Advantis Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cooney, Scully & Dowling Profit Sharing Plan in CT ($20M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Advantis Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vibrantcare Rehabilitation Inc. 401(k) Profit Sharing Plan and Trust in CA (237 participants, $5M 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 930251640.

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.