401(k) · DOL Form 5500 · 2022

United Way of the Columbia-Willamette 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
N/A
Participants Small participant base
52nd
Percentile by assets National rank
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Official DOL plan name: Employee Benefit Plan of United Way of the Columbia-Willamette · Sponsored by United Way of the Columbia-Willamette · Oregon · Healthcare & Social Assistance

$5M in assets, N/A participants

United Way of the Columbia-Willamette's Employee Benefit Plan of United Way of the Columbia-Willamette reported $5M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #11,683 in Healthcare & Social Assistance (20,060 peers)

United Way of the Columbia-Willamette multi-year trail

United Way of the Columbia-Willamette's plans moved +27.5% in assets from 2022 to 2024; this filing shows Employee Benefit Plan of United Way of the Columbia-Willamette at $5M / N/A participants.

#11,683
in Healthcare & Social Assistance (20,060 peers)
-18.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Benefit Plan of United Way of the Columbia-Willamette's mid-pack asset rank among Healthcare & Social Assistance and all filers

Employee Benefit Plan of United Way of the Columbia-Willamette vs every filed plan by assets

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

$5,475,131 Top 48% higher than 52% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Plan-year Form 5500 strip

Filing strip 930582124 · United Way of the Columbia-Willamette PY 2022 · 401(k)

Employee Benefit Plan of United Way of the Columbia-Willamette · $5M · N/A · 52nd

  • ASSETS $5M
  • ASSETS N/A
  • ASSETS 52nd
  • ASSETS 401(k)
  • ASSETS near Robert Busse & Co., Inc 401(k) Profit Sharing Plan
  • ASSETS ind #11683

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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Employee Benefit Plan of United Way of the Columbia-Willamette in the asset neighbourhood

Employee Benefit Plan of United Way of the Columbia-WillametteEmployee Benefit Plan of Uni…$5MRobert Busse & Co., Inc 401(k) Profit Sharing PlanRobert Busse & Co., Inc 401(…$5MBindagraphics 401(k) Retirement PlanBindagraphics 401(k) Retirem…$5MLevlad, LLC Profit Sharing PlanLevlad, LLC Profit Sharing P…$5MK2 Partnering Solutions 401(k) PlanK2 Partnering Solutions 401(…$5M
End-of-year total assets ($M) among Employee Benefit Plan of United Way of the Columbia-Willamette and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

United Way of the Columbia-Willamette multi-year asset trail

Sponsor-wide plan assets over time

All United Way of the Columbia-Willamette plans reported in each filing year

Latest sponsor-wide plan assets
$7M 27.474520700965876% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.48M $6.98M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 N/A $5M
2023 1 44 $6M
2024 1 51 $7M

United Way of the Columbia-Willamette filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN930582124
Plan Effective Date2000-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Employee Benefit Plan of United Way of the Columbia-Willamette vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Employee Benefit Plan of United Way of the Columbia-Willamette, Total assets ($B): 0.005475131 · Participants: 0Employee Benefit Plan of United Way of the Columbia-Willamette401(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
Employee Benefit Plan of United Way of the Columbia-Willamette vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Employee Benefit Plan of United Way of the Columbia-Willamette side-by-side with 3 peers →

Employee Benefit Plan of United Way of the Columbia-Willamette's closest out-of-state 401(k) peers by assets

Outside Oregon, the nearest 401(k) by end-of-year assets is Robert Busse & Co., Inc 401(k) Profit Sharing Plan in NY at $5M (this filing: $5M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

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 Employee Benefit Plan of United Way of the Columbia-Willamette assets move in 2022? ▼
Employee Benefit Plan of United Way of the Columbia-Willamette declined sharply - down 18.4% during 2022, from $7M to $5M. Reported net income was -$1M.
How have United Way of the Columbia-Willamette plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of the Columbia-Willamette's sponsor-wide assets grew 27.5%, from $5M to $7M.
Which 401(k) plans are similar in size to Employee Benefit Plan of United Way of the Columbia-Willamette? ▼
Among 401(k) plans in other states, the closest by assets is Robert Busse & Co., Inc 401(k) Profit Sharing Plan in NY ($5M, 236 participants).

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 930582124.

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.