401(k) · DOL Form 5500 · 2023

Oregonians Credit Union 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
53
Participants Small participant base
43rd
Percentile by assets National rank
$88,836
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oregonians Credit Union Retirement Plan · Sponsored by Oregonians Credit Union · Oregon · Finance & Insurance

$5M in assets, 53 participants

Oregonians Credit Union's Oregonians Credit Union Retirement Plan reported $5M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,700 in Finance & Insurance (8,869 peers)

Oregonians Credit Union multi-year trail

Oregonians Credit Union's plans moved +44.7% in assets from 2022 to 2024; this filing shows Oregonians Credit Union Retirement Plan at $5M / 53 participants.

#2,700
in Finance & Insurance (8,869 peers)
+17.6%
assets growth YoY

Oregonians Credit Union Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Oregonians Credit Union Retirement Plan vs every filed plan by assets

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

$4,708,298 43rd percentile higher than 43% 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

Oregonians Credit Union Retirement 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. Oregonians Credit Union Retirement Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oregonians Credit Union Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $705K in the plan year 2023 filing.
  • Oregonians Credit Union Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Oregonians Credit Union Retirement Plan reported participants fell from 55 in the plan year 2022 filing to 53 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930241933 · Oregonians Credit Union PY 2023 · 401(k)

Oregonians Credit Union Retirement Plan · $5M · 53 · 43rd

  • EOY $5M
  • EOY 53
  • EOY 43rd
  • EOY 401(k)
  • EOY near Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust
  • EOY ind #2700

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 →

Oregonians Credit Union Retirement Plan in the asset neighbourhood

Oregonians Credit Union Retirement PlanOregonians Credit Union Reti…$5MMartin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & TrustMartin, Goodrich & Waddell, …$5MWeg Electric Corp. Retirement Readiness 401(k) PlanWeg Electric Corp. Retiremen…$5MTinco Sheet Metal 401(k) Plan$5MMulti-Pure 401(k) Employee Retirement PlanMulti-Pure 401(k) Employee R…$5M
End-of-year total assets ($M) among Oregonians Credit Union Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregonians Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Oregonians Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$6M 44.73485337722902% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $4M $5.79M ▲ +44.8%
Year Plans Participants Total Assets
2022 1 55 $4M
2023 1 53 $5M
2024 1 51 $6M

Oregonians Credit Union filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$705K
Employer EIN930241933
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Oregonians Credit Union Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Oregonians Credit Union Retirement Plan, Total assets ($B): 0.004708298 · Participants: 53Oregonians Credit Union Retirement 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
Oregonians Credit Union Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Oregonians Credit Union Retirement Plan side-by-side with 3 peers →

Oregonians Credit Union Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust in IL ($5M); by covered participants it is Stuart Hose & Pipe Company, Ltd. 401(k) Profit Sharing Plan in TX (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Oregonians Credit Union Retirement Plan assets move in 2023? ▼
Oregonians Credit Union Retirement Plan grew sharply - up 17.6% during 2023, from $4M to $5M. Reported net income was $705K.
How have Oregonians Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregonians Credit Union's sponsor-wide assets grew 44.7%, from $4M to $6M.
Which 401(k) plans are similar in size to Oregonians Credit Union Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Martin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & Trust in IL ($5M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Oregonians Credit Union Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stuart Hose & Pipe Company, Ltd. 401(k) Profit Sharing Plan in TX (53 participants, $4M 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 930241933.

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.