401(k) · DOL Form 5500 · 2023

Columbia Banking System, Inc. 401(k) Plan

Data updated 2026-08-25

$695M
Total assets Above avg plan size
3,606
Participants Above avg headcount
98th
Percentile by assets National rank
$192,827
Avg per participant Above avg balance/head
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Official DOL plan name: Umpqua Bank 401(k) and Profit Sharing Plan · Sponsored by Columbia Banking System, Inc. · Washington · Finance & Insurance

$695M in assets, 3,606 participants

Columbia Banking System, Inc.'s Umpqua Bank 401(k) and Profit Sharing Plan reported $695M in total assets and 3,606 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,554 in Finance & Insurance (8,869 peers)

Coverage in Washington

Umpqua Bank 401(k) and Profit Sharing Plan covers 3,606 participants in Washington, 2.4x the typical Washington plan (state average ~1,476 per filing). Assets: $695M.

#8,554
in Finance & Insurance (8,869 peers)
+75.5%
assets growth YoY
7.0×
vs typical plan assets (national mean)

Umpqua Bank 401(k) and Profit Sharing Plan's outsized position by total assets

Umpqua Bank 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$695,335,758 Top 2% higher than 98% 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

Umpqua Bank 401(k) and Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Umpqua Bank 401(k) and Profit Sharing Plan lands in the large band (3,606 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Umpqua Bank 401(k) and Profit Sharing Plan reported net income rose from -$73M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Umpqua Bank 401(k) and Profit Sharing Plan end-of-year assets rose from $396M in the plan year 2022 filing to $695M in the plan year 2023 filing.
  • Umpqua Bank 401(k) and Profit Sharing Plan reported participants fell from 3,679 in the plan year 2022 filing to 3,606 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 911422237 · Columbia Banking System, Inc. PY 2023 · 401(k)

Umpqua Bank 401(k) and Profit Sharing Plan · $695M · 3,606 · 98th

  • EIN $695M
  • EIN 3,606
  • EIN 98th
  • EIN 401(k)
  • EIN near Caliber Holdings Corporation Retirement Savings Plan
  • EIN ind #8554

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 Washington →

Umpqua Bank 401(k) and Profit Sharing Plan in the asset neighbourhood

U. a. Local No. 393 Defined Contribution PlanU. a. Local No. 393 Defined …$696MUmpqua Bank 401(k) and Profit Sharing PlanUmpqua Bank 401(k) and Profi…$695MCaliber Holdings Corporation Retirement Savings PlanCaliber Holdings Corporation…$695MWeil, Gotshal & Manges Section 401(k) Savings and Investment PlanWeil, Gotshal & Manges Secti…$695MEast Penn Manufacturing Co. 401(k) Savings PlanEast Penn Manufacturing Co. …$694M
End-of-year total assets ($M) among Umpqua Bank 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$396M
Net Assets (End of Year)$695M
Net Income$43M
Employer EIN911422237
Plan Effective Date1971-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbia Banking System, Inc.)

Sponsor-wide plan assets over time

All Columbia Banking System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$761M 17.956061078838893% vs 2022
2024 filing year
$600M$650M$700M$750M$800M 202220232024 $645M $761M ▲ +18.0%
Year Plans Participants Total Assets
2022 2 5,914 $645M
2023 2 5,740 $695M
2024 1 4,927 $761M

Nearby 401(k) Plans in Washington

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

Umpqua Bank 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Umpqua Bank 401(k) and Profit Sharing Plan, Total assets ($B): 0.695335758 · Participants: 3606Umpqua Bank 401(k) and Profit Sharing PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Umpqua Bank 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Umpqua Bank 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Umpqua Bank 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Caliber Holdings Corporation Retirement Savings Plan in TX ($695M); by covered participants it is The Leslie's Poolmart, Inc. 401(k) Savings Plan in AZ (3,606 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,606 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 Umpqua Bank 401(k) and Profit Sharing Plan assets move in 2023? ▼
Umpqua Bank 401(k) and Profit Sharing Plan surged - up 75.5% during 2023, from $396M to $695M. Reported net income was $43M.
How have Columbia Banking System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Columbia Banking System, Inc.'s sponsor-wide assets grew 18.0%, from $645M to $761M.
Where does Umpqua Bank 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Umpqua Bank 401(k) and Profit Sharing Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Umpqua Bank 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caliber Holdings Corporation Retirement Savings Plan in TX ($695M, 27,270 participants).
Which 401(k) plans cover a similar participant headcount to Umpqua Bank 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Leslie's Poolmart, Inc. 401(k) Savings Plan in AZ (3,606 participants, $71M 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 911422237.

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.