401(k) · DOL Form 5500 · 2022

Aaa Oregon/Idaho 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
398
Participants Below avg headcount
85th
Percentile by assets National rank
$94,526
Avg per participant Below avg balance/head
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Official DOL plan name: Aaa Oregon/Idaho Qualified Employee Savings Plan · Sponsored by Aaa Oregon/Idaho · Oregon · Finance & Insurance

$38M in assets, 398 participants

Aaa Oregon/Idaho's Aaa Oregon/Idaho Qualified Employee Savings Plan reported $38M in total assets and 398 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,074 in Finance & Insurance (9,261 peers)

Where Aaa Oregon/Idaho Qualified Employee Savings Plan sits by assets

Aaa Oregon/Idaho Qualified Employee Savings Plan sits in the top quartile of all filed plans by assets, $38M for 398 participants (~$94,526/participant), down 16.2% in 2022.

#7,074
in Finance & Insurance (9,261 peers)
-16.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aaa Oregon/Idaho Qualified Employee Savings Plan's outsized position by total assets

Aaa Oregon/Idaho Qualified Employee Savings Plan vs every filed plan by assets

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

$37,621,385 Top 15% higher than 85% 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

Aaa Oregon/Idaho Qualified Employee Savings 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. Aaa Oregon/Idaho Qualified Employee Savings Plan sits mid-pack in the medium band (398 participants).

EBSA filing schedule strip

Filing strip 930243420 · Aaa Oregon/Idaho PY 2022 · 401(k)

Aaa Oregon/Idaho Qualified Employee Savings Plan · $38M · 398 · 85th

  • EOY $38M
  • 5500 398
  • ASSETS 85th
  • PCT 401(k)
  • EIN near Evans & Dixon, LLC 401(k) and Retirement Plan
  • RANK ind #7074

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 →

Aaa Oregon/Idaho Qualified Employee Savings Plan in the asset neighbourhood

Group W Inc. 401(k) Plan$38MArmed Forces Benefit Association (Afba) 401(k) Incentive Savings PlanArmed Forces Benefit Associa…$38MAaa Oregon/Idaho Qualified Employee Savings PlanAaa Oregon/Idaho Qualified E…$38MEvans & Dixon, LLC 401(k) and Retirement PlanEvans & Dixon, LLC 401(k) an…$38MJ & B Importers, Inc., Retirement/ Profit Sharing PlanJ & B Importers, Inc., Retir…$38M
End-of-year total assets ($M) among Aaa Oregon/Idaho Qualified Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$38M
Net Income-$7M
Employer EIN930243420
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aaa Oregon/Idaho)

Sponsor-wide plan assets over time

All Aaa Oregon/Idaho plans reported in each filing year

Latest sponsor-wide plan assets
$51M 36.527942817628855% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.6M $51.4M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 398 $38M
2023 1 444 $44M
2024 1 468 $51M

Nearby 401(k) Plans in Oregon

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

Aaa Oregon/Idaho Qualified Employee Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Aaa Oregon/Idaho Qualified Employee Savings Plan, Total assets ($B): 0.037621385 · Participants: 398Aaa Oregon/Idaho Qualified Employee Savings 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
Aaa Oregon/Idaho Qualified Employee Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Aaa Oregon/Idaho Qualified Employee Savings Plan side-by-side with 3 peers →

Aaa Oregon/Idaho Qualified Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Evans & Dixon, LLC 401(k) and Retirement Plan in MO ($38M); by covered participants it is Prime Ae Group, Inc. 401(k) Plan in OH (398 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (398 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 Aaa Oregon/Idaho Qualified Employee Savings Plan assets move in 2022? ▼
Aaa Oregon/Idaho Qualified Employee Savings Plan declined sharply - down 16.2% during 2022, from $45M to $38M. Reported net income was -$7M.
How have Aaa Oregon/Idaho plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aaa Oregon/Idaho's sponsor-wide assets grew 36.5%, from $38M to $51M.
Where does Aaa Oregon/Idaho Qualified Employee Savings Plan rank by assets among Form 5500 filers? ▼
Aaa Oregon/Idaho Qualified Employee Savings Plan ranks in the 85th 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 Aaa Oregon/Idaho Qualified Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evans & Dixon, LLC 401(k) and Retirement Plan in MO ($38M, 205 participants).
Which 401(k) plans cover a similar participant headcount to Aaa Oregon/Idaho Qualified Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prime Ae Group, Inc. 401(k) Plan in OH (398 participants, $32M 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 930243420.

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.