401(k)
2022 plan-year 401(k) DOL Form 5500

Inlandboatmen's Union of the Pacific National 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Brd of Trustees, Ibu of the Pacific National Pension Trust · Oregon · Transportation & Warehousing

What the 2023 filing shows

Inlandboatmen's Union of the Pacific National 401(k) Plan holds $58M for 503 participants — about $115,497 per participant, up 12.8% over the 2022 plan year.

$58M
total plan assets (2022 EOY)
503
covered participants
$115,497
avg assets per participant
+12.8%
assets growth YoY
Total Assets (2023)
$58M
Participants
503
State
Industry
Transportation & Warehousing

What the Filing Says About Inlandboatmen's Union of the Pacific National 401(k) Plan

Inlandboatmen's Union of the Pacific National 401(k) Plan is a 401(k) retirement plan sponsored by Brd of Trustees, Ibu of the Pacific National Pension Trust, headquartered in Oregon. As of the 2022 Form 5500 filing, the plan reports $58M in total end-of-year assets and covers 503 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 930792184, and the plan has been effective since 1991-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $52M at the beginning of 2022 to $58M at year-end — a gain of 12.8%. Net assets (after liabilities) closed the year at $58M, with reported net income of $7M 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 1 prior plan-year filing 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)$52M
Total Assets (End of Year)$58M
Net Assets (End of Year)$58M
Net Income$7M
Plan Type401(k)
Employer EIN930792184
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brd of Trustees, Ibu of the Pacific National Pension Trust)

Year Plans Participants Total Assets
2022 2 1,769 $324M
2023 2 1,844 $345M

Nearby 401(k) Plans in Oregon

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Frequently Asked Questions

How much money is in the Inlandboatmen's Union of the Pacific National 401(k) Plan?
As of the 2022 Form 5500 filing, Inlandboatmen's Union of the Pacific National 401(k) Plan holds $58M in total assets with 503 participants. It is sponsored by Brd of Trustees, Ibu of the Pacific National Pension Trust.
What type of plan is Inlandboatmen's Union of the Pacific National 401(k) Plan?
Inlandboatmen's Union of the Pacific National 401(k) Plan is a 401(k) plan. It has been effective since 1991-07-01. The plan is filed with the U.S. Department of Labor under EIN 930792184.
Who sponsors the Inlandboatmen's Union of the Pacific National 401(k) Plan?
Inlandboatmen's Union of the Pacific National 401(k) Plan is sponsored by Brd of Trustees, Ibu of the Pacific National Pension Trust, located in Oregon. The sponsor's EIN is 930792184 and the plan operates in the Transportation & Warehousing industry.
How did Inlandboatmen's Union of the Pacific National 401(k) Plan perform in 2022?
Inlandboatmen's Union of the Pacific National 401(k) Plan grew by 12.8% during 2022, moving from $52M to $58M in total assets. Net income was $7M.
Where can I find official filings for Inlandboatmen's Union of the Pacific National 401(k) Plan?
Official Form 5500 filings for Inlandboatmen's Union of the Pacific National 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 930792184 or plan name at efast.dol.gov.
How does Inlandboatmen's Union of the Pacific National 401(k) Plan compare to other plans?
You can compare Inlandboatmen's Union of the Pacific National 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 930792184.

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.