401(k) · DOL Form 5500 · 2022

Marion & Polk Schools Credit Union 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
277
Participants Below avg headcount
80th
Percentile by assets National rank
$84,713
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marion and Polk Schools Credit Union 401(k) Plan · Sponsored by Marion & Polk Schools Credit Union · Oregon · Finance & Insurance

$23M in assets, 277 participants

Marion & Polk Schools Credit Union's Marion and Polk Schools Credit Union 401(k) Plan reported $23M in total assets and 277 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,218 in Finance & Insurance (9,261 peers)

Where Marion and Polk Schools Credit Union 401(k) Plan sits by assets

Marion and Polk Schools Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 277 participants (~$84,713/participant), down 10.6% in 2022.

#6,218
in Finance & Insurance (9,261 peers)
-10.6%
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.

Marion and Polk Schools Credit Union 401(k) Plan's outsized position by total assets

Marion and Polk Schools Credit Union 401(k) Plan vs every filed plan by assets

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

$23,465,473 Top 20% higher than 80% 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

Marion and Polk Schools 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. Marion and Polk Schools Credit Union 401(k) Plan sits mid-pack in the medium band (277 participants).

EBSA filing schedule strip

Filing strip 930465543 · Marion & Polk Schools Credit Union PY 2022 · 401(k)

Marion and Polk Schools Credit Union 401(k) Plan · $23M · 277 · 80th

  • TYPE $23M
  • NET 277
  • BOOK 80th
  • VS-ST 401(k)
  • BOY near Ward Kraft Retirement Plan
  • SCH ind #6218

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 →

Marion and Polk Schools Credit Union 401(k) Plan in the asset neighbourhood

Marion and Polk Schools Credit Union 401(k) PlanMarion and Polk Schools Cred…$23MWard Kraft Retirement Plan$23MGelman, Rosenberg & Freedman, PC Profit Sharing Plan and TrustGelman, Rosenberg & Freedman…$23MDutton-Lainson Company 401(k) Profit Sharing PlanDutton-Lainson Company 401(k…$23MBestself Behavioral Health 401(k) PlanBestself Behavioral Health 4…$23M
End-of-year total assets ($M) among Marion and Polk Schools 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)$26M
Net Assets (End of Year)$23M
Net Income-$3M
Employer EIN930465543
Plan Effective Date1999-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marion & Polk Schools Credit Union)

Sponsor-wide plan assets over time

All Marion & Polk Schools Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$33M 41.40218694931059% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.5M $33.2M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 277 $23M
2023 1 299 $29M
2024 1 313 $33M

Nearby 401(k) Plans in Oregon

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

Marion and Polk Schools 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 ($B) Participants Marion and Polk Schools Credit Union 401(k) Plan, Total assets ($B): 0.023465473 · Participants: 277Marion and Polk Schools 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
Marion and Polk Schools Credit Union 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Marion and Polk Schools Credit Union 401(k) Plan side-by-side with 3 peers →

Marion and Polk Schools 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 Ward Kraft Retirement Plan in KS ($23M); by covered participants it is Lindamood 401(k) and Profit Sharing Plan in TX (277 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (277 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 Marion and Polk Schools Credit Union 401(k) Plan assets move in 2022? ▼
Marion and Polk Schools Credit Union 401(k) Plan pulled back noticeably - down 10.6% during 2022, from $26M to $23M. Reported net income was -$3M.
How have Marion & Polk Schools Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marion & Polk Schools Credit Union's sponsor-wide assets grew 41.4%, from $23M to $33M.
Where does Marion and Polk Schools Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Marion and Polk Schools Credit Union 401(k) Plan ranks in the 80th 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 Marion and Polk Schools Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ward Kraft Retirement Plan in KS ($23M, 249 participants).
Which 401(k) plans cover a similar participant headcount to Marion and Polk Schools Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lindamood 401(k) and Profit Sharing Plan in TX (277 participants, $1M 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 930465543.

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.