401(k) · DOL Form 5500 · 2022
Rogue Credit Union 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 556
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $69,669
- Avg per participant Below avg balance/head
Official DOL plan name: Rogue Credit Union Capital Accumulation Plan · Sponsored by Rogue Credit Union · Oregon · Finance & Insurance
$39M in assets, 556 participants
Rogue Credit Union's Rogue Credit Union Capital Accumulation Plan reported $39M in total assets and 556 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #7,125 in Finance & Insurance (9,261 peers)
Where Rogue Credit Union Capital Accumulation Plan sits by assets
Rogue Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $39M for 556 participants (~$69,669/participant), down 9.6% in 2022.
- #7,125
- in Finance & Insurance (9,261 peers)
- -9.6%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rogue Credit Union Capital Accumulation Plan's outsized position by total assets
Rogue Credit Union Capital Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$38,736,003 Top 14% higher than 86% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Rogue Credit Union Capital Accumulation 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. Rogue Credit Union Capital Accumulation Plan sits mid-pack in the medium band (556 participants).
DOL schedule card
Filing strip 930491115 · Rogue Credit Union PY 2022 · 401(k)
Rogue Credit Union Capital Accumulation Plan · $39M · 556 · 86th
- EOY $39M
- 5500 556
- ASSETS 86th
- PCT 401(k)
- EIN near Iqe USA 401(k) Plan
- RANK ind #7125
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 →
Rogue Credit Union Capital Accumulation Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | -$4M |
| Employer EIN | 930491115 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rogue Credit Union)
Sponsor-wide plan assets over time
All Rogue Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 37.28268763300127% vs 2022
- 2024 filing year
| 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. $5.2B · 36,913
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.0B · 7,492
- Precision Castparts Corp. 401(k) Retirement Savings Plan $1.9B · 14,939
- Xpo Logistics Retirement Savings Plan $1.7B · 6,855
- Pacificorp K Plus Employee Savings Plan $1.4B · 4,905
Rogue Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Iqe USA 401(k) Plan in PA ($39M); by covered participants it is The 401(k) Plan for Certain Hcsc Subsidiaries in PA (556 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Iqe USA 401(k) Plan (PA) $39M · 242
- Lts Lohmann Therapy Systems Corp. 401(k) Retirement Plan (NJ) $39M · 196
- Radiant Logistics, Inc. 401(k) Plan (WA) $39M · 398
- American Forest Management, Inc. 401(k) Plan (NC) $39M · 272
Similar participant headcount
Nearest other-state filings by covered participants (556 participants); asset peers above are excluded.
- The 401(k) Plan for Certain Hcsc Subsidiaries (PA) 556 · 0 off
- Colonial Automotive Group 401(k) Plan (MA) 556 · 0 off
- Quality Equipment, LLC 401(k) Plan (NC) 556 · 0 off
- Blessey Marine Services, Inc. 401(k) Plan (LA) 556 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.