401(k) · DOL Form 5500 · 2023

Marion & Polk Schools Credit Union 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
299
Participants Below avg headcount
79th
Percentile by assets National rank
$98,294
Avg per participant Below avg balance/head
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Official DOL plan name: Marion and Polk Schools Credit Union 401(k) Plan · Sponsored by Marion & Polk Schools Credit Union · Oregon · Finance & Insurance

$29M in assets, 299 participants

Marion & Polk Schools Credit Union's Marion and Polk Schools Credit Union 401(k) Plan reported $29M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,004 in Finance & Insurance (8,869 peers)

Where Marion and Polk Schools Credit Union 401(k) Plan sits by assets

Marion and Polk Schools Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 299 participants (~$98,294/participant), up 25.2% in 2023.

#6,004
in Finance & Insurance (8,869 peers)
+25.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Marion and Polk Schools Credit Union 401(k) Plan's outsized position by total assets

Marion and Polk Schools Credit Union 401(k) Plan vs every filed plan by assets

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

$29,389,935 Top 21% higher than 79% 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

Marion and Polk Schools Credit Union 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marion and Polk Schools Credit Union 401(k) Plan sits mid-pack in the medium band (299 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marion and Polk Schools Credit Union 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Marion and Polk Schools Credit Union 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Marion and Polk Schools Credit Union 401(k) Plan reported participants rose from 277 in the plan year 2022 filing to 299 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930465543 · Marion & Polk Schools Credit Union PY 2023 · 401(k)

Marion and Polk Schools Credit Union 401(k) Plan · $29M · 299 · 79th

  • RANK $29M
  • RANK 299
  • RANK 79th
  • RANK 401(k)
  • RANK near Cogent, Inc. Profit Sharing 401(k) Plan
  • RANK ind #6004

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 →

Marion and Polk Schools Credit Union 401(k) Plan in the asset neighbourhood

Marion and Polk Schools Credit Union 401(k) PlanMarion and Polk Schools Cred…$29MCogent, Inc. Profit Sharing 401(k) PlanCogent, Inc. Profit Sharing …$29MMassachusetts Nurses Association Retirement & Savings PlanMassachusetts Nurses Associa…$29MWeldon, Williams & Lick, Inc. 401(k) PlanWeldon, Williams & Lick, Inc…$29MNisivoccia LLP 401(k) Plan$29M
End-of-year total assets ($M) among Marion and Polk Schools Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN930465543
Plan Effective Date1999-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marion & Polk Schools Credit Union)

Sponsor-wide plan assets over time

All Marion & Polk Schools Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$33M 41.40218694931059% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.5M $33.2M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 277 $23M
2023 1 299 $29M
2024 1 313 $33M

Nearby 401(k) Plans in Oregon

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

Marion and Polk Schools Credit Union 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Marion and Polk Schools Credit Union 401(k) Plan, Total assets ($B): 0.029389935 · Participants: 299Marion and Polk Schools Credit Union 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
Marion and Polk Schools Credit Union 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Marion and Polk Schools Credit Union 401(k) Plan side-by-side with 3 peers →

Marion and Polk Schools Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Cogent, Inc. Profit Sharing 401(k) Plan in MO ($29M); by covered participants it is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (299 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 Marion and Polk Schools Credit Union 401(k) Plan assets move in 2023? ▼
Marion and Polk Schools Credit Union 401(k) Plan grew sharply - up 25.2% during 2023, from $23M to $29M. Reported net income was $6M.
How have Marion & Polk Schools Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marion & Polk Schools Credit Union's sponsor-wide assets grew 41.4%, from $23M to $33M.
Where does Marion and Polk Schools Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Marion and Polk Schools Credit Union 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Marion and Polk Schools Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cogent, Inc. Profit Sharing 401(k) Plan in MO ($29M, 226 participants).
Which 401(k) plans cover a similar participant headcount to Marion and Polk Schools Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants, $15M 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 930465543.

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.