401(k) · DOL Form 5500 · 2022

Western States 401(k) Retirement Fund of the Opeiu Board of Trustee 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
1,555
Participants Near avg headcount
89th
Percentile by assets National rank
$36,673
Avg per participant Low balance/head
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Official DOL plan name: Western States 401(k) Retirement Fund of the Opeiu · Sponsored by Western States 401(k) Retirement Fund of the Opeiu Board of Trustee · Oregon · Administrative & Support Services

$57M in assets, 1,555 participants

Western States 401(k) Retirement Fund of the Opeiu Board of Trustee's Western States 401(k) Retirement Fund of the Opeiu reported $57M in total assets and 1,555 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #4,686 in Administrative & Support Services (4,927 peers)

Coverage in Oregon

Western States 401(k) Retirement Fund of the Opeiu covers 1,555 participants in Oregon, 3.5x the typical Oregon plan (state average ~443 per filing). Assets: $57M.

#4,686
in Administrative & Support Services (4,927 peers)
-20.5%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Western States 401(k) Retirement Fund of the Opeiu's outsized position by total assets

Western States 401(k) Retirement Fund of the Opeiu vs every filed plan by assets

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

$57,025,816 Top 11% higher than 89% 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

Western States 401(k) Retirement Fund of the Opeiu'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. Western States 401(k) Retirement Fund of the Opeiu lands in the large band (1,555 participants).

DOL schedule card

Filing strip 936026077 · Western States 401(k) Retirement Fund of the Opeiu Board of Trustee PY 2022 · 401(k)

Western States 401(k) Retirement Fund of the Opeiu · $57M · 1,555 · 89th

  • PCT $57M
  • PCT 1,555
  • PCT 89th
  • PCT 401(k)
  • PCT near Minnwest Corporation 401(k) Plan
  • PCT ind #4686

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 Administrative & Support Services retirement plans → · Plans in Oregon →

Western States 401(k) Retirement Fund of the Opeiu in the asset neighbourhood

Oportun 401(k) Plan$57MWestern States 401(k) Retirement Fund of the OpeiuWestern States 401(k) Retire…$57MAmano USA 401(k) Retirement PlanAmano USA 401(k) Retirement …$57MMinnwest Corporation 401(k) PlanMinnwest Corporation 401(k) …$57MPala 401(k) Retirement Savings PlanPala 401(k) Retirement Savin…$57M
End-of-year total assets ($M) among Western States 401(k) Retirement Fund of the Opeiu and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$57M
Net Income-$15M
Employer EIN936026077
Plan Effective Date1959-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western States 401(k) Retirement Fund of the Opeiu Board of Trustee)

Sponsor-wide plan assets over time

All Western States 401(k) Retirement Fund of the Opeiu Board of Trustee plans reported in each filing year

Latest sponsor-wide plan assets
$69M 20.33948799610338% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $57M $68.6M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 1,555 $57M
2023 1 1,477 $65M
2024 1 488 $69M

Nearby 401(k) Plans in Oregon

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

Western States 401(k) Retirement Fund of the Opeiu vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Western States 401(k) Retirement Fund of the Opeiu, Total assets ($B): 0.057025816 · Participants: 1555Western States 401(k) Retirement Fund of the Opeiu401(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
Western States 401(k) Retirement Fund of the Opeiu vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Western States 401(k) Retirement Fund of the Opeiu side-by-side with 3 peers →

Western States 401(k) Retirement Fund of the Opeiu's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Minnwest Corporation 401(k) Plan in MN ($57M); by covered participants it is Quality Restaurant Concepts, LLC 401(k) Retirement Plan in AL (1,555 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,555 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 Western States 401(k) Retirement Fund of the Opeiu assets move in 2022? ▼
Western States 401(k) Retirement Fund of the Opeiu declined sharply - down 20.5% during 2022, from $72M to $57M. Reported net income was -$15M.
How have Western States 401(k) Retirement Fund of the Opeiu Board of Trustee plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western States 401(k) Retirement Fund of the Opeiu Board of Trustee's sponsor-wide assets grew 20.3%, from $57M to $69M.
Where does Western States 401(k) Retirement Fund of the Opeiu rank by assets among Form 5500 filers? ▼
Western States 401(k) Retirement Fund of the Opeiu ranks in the 89th 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 Western States 401(k) Retirement Fund of the Opeiu? ▼
Among 401(k) plans in other states, the closest by assets is Minnwest Corporation 401(k) Plan in MN ($57M, 446 participants).
Which 401(k) plans cover a similar participant headcount to Western States 401(k) Retirement Fund of the Opeiu? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Restaurant Concepts, LLC 401(k) Retirement Plan in AL (1,555 participants, $6M 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 936026077.

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.