401(k) · DOL Form 5500 · 2023

Zupan Enterprises Oregon Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
210
Participants Below avg headcount
58th
Percentile by assets National rank
$46,551
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zupan Stores Savings & Investment Plan · Sponsored by Zupan Enterprises Oregon Inc. · Oregon · Retail Trade

$10M in assets, 210 participants

Zupan Enterprises Oregon Inc.'s Zupan Stores Savings & Investment Plan reported $10M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,791 in Retail Trade (8,414 peers)

Coverage in Oregon

Zupan Stores Savings & Investment Plan covers 210 participants in Oregon, about 47% of the average Oregon filer (state average ~443 per filing). Assets: $10M.

#5,791
in Retail Trade (8,414 peers)
+16.7%
assets growth YoY

Zupan Stores Savings & Investment Plan's mid-pack asset rank among Retail Trade and all filers

Zupan Stores Savings & Investment Plan vs every filed plan by assets

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

$9,775,775 Top 42% higher than 58% 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

Zupan Stores Savings & Investment 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. Zupan Stores Savings & Investment Plan sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zupan Stores Savings & Investment Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Zupan Stores Savings & Investment Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Zupan Stores Savings & Investment Plan reported participants rose from 204 in the plan year 2022 filing to 210 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 823755798 · Zupan Enterprises Oregon Inc. PY 2023 · 401(k)

Zupan Stores Savings & Investment Plan · $10M · 210 · 58th

  • EIN $10M
  • EIN 210
  • EIN 58th
  • EIN 401(k)
  • EIN near Burnett Dairy Co-Op 401(k) Plan
  • EIN ind #5791

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 Retail Trade retirement plans → · Plans in Oregon →

Zupan Stores Savings & Investment Plan in the asset neighbourhood

Zupan Stores Savings & Investment PlanZupan Stores Savings & Inves…$10MBurnett Dairy Co-Op 401(k) PlanBurnett Dairy Co-Op 401(k) P…$10MCopacino 401(k) Retirement PlanCopacino 401(k) Retirement P…$10MPor 401(k) Plan$10MMcpherson Concrete Companies 401(k) PlanMcpherson Concrete Companies…$10M
End-of-year total assets ($M) among Zupan Stores Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN823755798
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zupan Enterprises Oregon Inc.)

Sponsor-wide plan assets over time

All Zupan Enterprises Oregon Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 39.1278519096636% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.37M $11.7M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 204 $8M
2023 1 210 $10M
2024 1 215 $12M

Nearby 401(k) Plans in Oregon

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

Zupan Stores Savings & Investment Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Zupan Stores Savings & Investment Plan, Total assets ($B): 0.009775775 · Participants: 210Zupan Stores Savings & Investment 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
Zupan Stores Savings & Investment Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Zupan Stores Savings & Investment Plan side-by-side with 3 peers →

Zupan Stores Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Burnett Dairy Co-Op 401(k) Plan in WI ($10M); by covered participants it is B.E.a.T., LLC 401(k) Plan in TX (210 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Zupan Stores Savings & Investment Plan assets move in 2023? ▼
Zupan Stores Savings & Investment Plan grew sharply - up 16.7% during 2023, from $8M to $10M. Reported net income was $1M.
How have Zupan Enterprises Oregon Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zupan Enterprises Oregon Inc.'s sponsor-wide assets grew 39.1%, from $8M to $12M.
Which 401(k) plans are similar in size to Zupan Stores Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Burnett Dairy Co-Op 401(k) Plan in WI ($10M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Zupan Stores Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is B.E.a.T., LLC 401(k) Plan in TX (210 participants, $8M 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 823755798.

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.