ROGUE CREDIT UNION CAPITAL ACCUMULATION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
ROGUE CREDIT UNION
This 401(k) plan holds $39M in total assets and serves 556 participants as of 2022. It is sponsored by ROGUE CREDIT UNION in Oregon. The plan reported a net loss of $4M for the year.
What the Filing Says About ROGUE CREDIT UNION CAPITAL ACCUMULATION PLAN
ROGUE CREDIT UNION CAPITAL ACCUMULATION PLAN is a 401(k) retirement plan sponsored by ROGUE CREDIT UNION, headquartered in Oregon. As of the 2022 Form 5500 filing, the plan reports $39M in total end-of-year assets and covers 556 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 930491115, and the plan has been effective since 1983-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $43M at the beginning of 2022 to $39M at year-end — a decline of 9.6%. Net assets (after liabilities) closed the year at $39M, with reported net income of $-4,135,048 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $43M |
| Total Assets (End of Year) | $39M |
| Net Assets (End of Year) | $39M |
| Net Income | $-4,135,048 |
| Plan Type | 401(k) |
| Employer EIN | 930491115 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ROGUE CREDIT UNION)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 556 | $39M |
| 2023 | 1 | 626 | $45M |
| 2024 | 1 | 632 | $53M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- 401(K) SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF NIKE, INC. $5.9B · 40,345
- DAIMLER TRUCK NORTH AMERICA, L.L.C. EMPLOYEE RETIREMENT SAVINGS PLAN $2.4B · 8,353
- PRECISION CASTPARTS CORP. 401(K) RETIREMENT SAVINGS PLAN $2.2B · 16,687
- XPO LOGISTICS RETIREMENT SAVINGS PLAN $1.8B · 6,189
- PACIFICORP K PLUS EMPLOYEE SAVINGS PLAN $1.6B · 4,968
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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 930491115.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.