401(k) · DOL Form 5500 · 2022

Options for Southern Oregon, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
408
Participants Below avg headcount
78th
Percentile by assets National rank
$50,817
Avg per participant Low balance/head
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Official DOL plan name: Options for Southern Oregon, Inc. 403(b) Plan · Sponsored by Options for Southern Oregon, Inc. · Oregon · Healthcare & Social Assistance

$21M in assets, 408 participants

Options for Southern Oregon, Inc.'s Options for Southern Oregon, Inc. 403(b) Plan reported $21M in total assets and 408 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,310 in Healthcare & Social Assistance (20,060 peers)

Where Options for Southern Oregon, Inc. 403(b) Plan sits by assets

Options for Southern Oregon, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $21M for 408 participants (~$50,817/participant), up 18.4% in 2022.

#16,310
in Healthcare & Social Assistance (20,060 peers)
+18.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Options for Southern Oregon, Inc. 403(b) Plan's outsized position by total assets

Options for Southern Oregon, Inc. 403(b) Plan vs every filed plan by assets

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

$20,733,282 Top 22% higher than 78% 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

Options for Southern Oregon, Inc. 403(b) 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. Options for Southern Oregon, Inc. 403(b) Plan sits mid-pack in the medium band (408 participants).

Form 5500 schedule snapshot

Filing strip 930804385 · Options for Southern Oregon, Inc. PY 2022 · 401(k)

Options for Southern Oregon, Inc. 403(b) Plan · $21M · 408 · 78th

  • BOOK $21M
  • BOOK 408
  • BOOK 78th
  • BOOK 401(k)
  • BOOK near Theradex Systems, Inc. Retirement Savings Plan
  • BOOK ind #16310

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 →

Options for Southern Oregon, Inc. 403(b) Plan in the asset neighbourhood

Theradex Systems, Inc. Retirement Savings PlanTheradex Systems, Inc. Retir…$21MNational Lift Truck Companies Profit Sharing 401(k) Plan and TrustNational Lift Truck Companie…$21MGrayson & Associates, P.C. 401(k) Profit Sharing PlanGrayson & Associates, P.C. 4…$21MOptions for Southern Oregon, Inc. 403(b) PlanOptions for Southern Oregon,…$21MPain Management Solutions, LLC 401(k) Ps Plan and TrustPain Management Solutions, L…$21M
End-of-year total assets ($M) among Options for Southern Oregon, Inc. 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN930804385
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Options for Southern Oregon, Inc.)

Sponsor-wide plan assets over time

All Options for Southern Oregon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 38.71914248790905% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.7M $28.8M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 408 $21M
2023 1 457 $24M
2024 1 494 $29M

Nearby 401(k) Plans in Oregon

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

Options for Southern Oregon, Inc. 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Options for Southern Oregon, Inc. 403(b) Plan, Total assets ($B): 0.020733282 · Participants: 408Options for Southern Oregon, Inc. 403(b) 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
Options for Southern Oregon, Inc. 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Options for Southern Oregon, Inc. 403(b) Plan side-by-side with 3 peers →

Options for Southern Oregon, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Theradex Systems, Inc. Retirement Savings Plan in NJ ($21M); by covered participants it is Carecloud, Inc. 401(k) Plan in NJ (408 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (408 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 Options for Southern Oregon, Inc. 403(b) Plan assets move in 2022? ▼
Options for Southern Oregon, Inc. 403(b) Plan grew sharply - up 18.4% during 2022, from $18M to $21M. Reported net income was $3M.
How have Options for Southern Oregon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Options for Southern Oregon, Inc.'s sponsor-wide assets grew 38.7%, from $21M to $29M.
Where does Options for Southern Oregon, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Options for Southern Oregon, Inc. 403(b) Plan ranks in the 78th 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 Options for Southern Oregon, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Theradex Systems, Inc. Retirement Savings Plan in NJ ($21M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Options for Southern Oregon, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carecloud, Inc. 401(k) Plan in NJ (408 participants, $20M 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 930804385.

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.