401(k) · DOL Form 5500 · 2023

Oswego Lake Country Club 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
46
Participants Small participant base
35th
Percentile by assets National rank
$61,559
Avg per participant Low balance/head
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Official DOL plan name: Oswego Lake Country Club 401(k) Plan · Sponsored by Oswego Lake Country Club · Oregon · Arts, Entertainment & Recreation

$3M in assets, 46 participants

Oswego Lake Country Club's Oswego Lake Country Club 401(k) Plan reported $3M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,700 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Oswego Lake Country Club 401(k) Plan ranks #1,700 of 2,945 2023 filers by assets (981% of the sector average)-$3M for 46 participants.

#1,700
in Arts, Entertainment & Recreation (2,945 peers)
+12.3%
assets growth YoY

Oswego Lake Country Club 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Oswego Lake Country Club 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,831,713 35th percentile higher than 35% of 127,068 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 2023

Oswego Lake Country Club 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oswego Lake Country Club 401(k) Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oswego Lake Country Club 401(k) Plan reported net income rose from -$470K in the plan year 2022 filing to $311K in the plan year 2023 filing.
  • Oswego Lake Country Club 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Oswego Lake Country Club 401(k) Plan reported participants fell from 49 in the plan year 2022 filing to 46 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930244260 · Oswego Lake Country Club PY 2023 · 401(k)

Oswego Lake Country Club 401(k) Plan · $3M · 46 · 35th

  • 5500 $3M
  • 5500 46
  • 5500 35th
  • 5500 401(k)
  • 5500 near Rod and Tubing Services 401(k) Plan
  • 5500 ind #1700

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 Arts, Entertainment & Recreation retirement plans → · Plans in Oregon →

Oswego Lake Country Club 401(k) Plan in the asset neighbourhood

Oswego Lake Country Club 401(k) PlanOswego Lake Country Club 401…$3MRod and Tubing Services 401(k) PlanRod and Tubing Services 401(…$3MThe Severn Group 401(k) Plan$3MPlatinum Driveline, Inc. Retirement PlanPlatinum Driveline, Inc. Ret…$3MMartin-Logan, Ltd. 401(k) PlanMartin-Logan, Ltd. 401(k) Pl…$3M
End-of-year total assets ($M) among Oswego Lake Country Club 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$311K
Employer EIN930244260
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oswego Lake Country Club)

Sponsor-wide plan assets over time

All Oswego Lake Country Club plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.640404543698224% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M 202220232024 $2.52M $2.92M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 49 $3M
2023 1 46 $3M
2024 1 43 $3M

Nearby 401(k) Plans in Oregon

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

Oswego Lake Country Club 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Oswego Lake Country Club 401(k) Plan, Total assets ($B): 0.002831713 · Participants: 46Oswego Lake Country Club 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Oswego Lake Country Club 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Oswego Lake Country Club 401(k) Plan side-by-side with 3 peers →

Oswego Lake Country Club 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Rod and Tubing Services 401(k) Plan in TX ($3M); by covered participants it is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oswego Lake Country Club 401(k) Plan assets move in 2023? ▼
Oswego Lake Country Club 401(k) Plan grew at a solid clip - up 12.3% during 2023, from $3M to $3M. Reported net income was $311K.
How have Oswego Lake Country Club plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oswego Lake Country Club's sponsor-wide assets grew 15.6%, from $3M to $3M.
Which 401(k) plans are similar in size to Oswego Lake Country Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rod and Tubing Services 401(k) Plan in TX ($3M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Oswego Lake Country Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930244260.

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.