401(k) · DOL Form 5500 · 2023

Careoregon, Inc. 401(k) Plan

Data updated 2026-08-25

$151M
Total assets Near avg plan size
1,227
Participants Near avg headcount
94th
Percentile by assets National rank
$123,019
Avg per participant Near avg balance/head
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Official DOL plan name: Careoregon, Inc. 401(k) Plan · Sponsored by Careoregon, Inc. · Oregon · Finance & Insurance

$151M in assets, 1,227 participants

Careoregon, Inc.'s Careoregon, Inc. 401(k) Plan reported $151M in total assets and 1,227 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,980 in Finance & Insurance (8,869 peers)

Coverage in Oregon

Careoregon, Inc. 401(k) Plan covers 1,227 participants in Oregon, 2.8x the typical Oregon plan (state average ~443 per filing). Assets: $151M.

#7,980
in Finance & Insurance (8,869 peers)
+31.1%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Careoregon, Inc. 401(k) Plan's outsized position by total assets

Careoregon, Inc. 401(k) Plan vs every filed plan by assets

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

$150,944,602 Top 6% higher than 94% 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

Careoregon, Inc. 401(k) 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. Careoregon, Inc. 401(k) Plan lands in the large band (1,227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Careoregon, Inc. 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Careoregon, Inc. 401(k) Plan end-of-year assets rose from $115M in the plan year 2022 filing to $151M in the plan year 2023 filing.
  • Careoregon, Inc. 401(k) Plan reported participants rose from 1,059 in the plan year 2022 filing to 1,227 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 930933975 · Careoregon, Inc. PY 2023 · 401(k)

Careoregon, Inc. 401(k) Plan · $151M · 1,227 · 94th

  • 5500 $151M
  • ASSETS 1,227
  • PCT 94th
  • EIN 401(k)
  • RANK near Sunsource Savings and Investment Plan
  • PHOTO ind #7980

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 →

Careoregon, Inc. 401(k) Plan in the asset neighbourhood

Sunsource Savings and Investment PlanSunsource Savings and Invest…$151MBrp US Inc. 401(k) Savings PlanBrp US Inc. 401(k) Savings P…$151MCareoregon, Inc. 401(k) Plan$151MRicoh Electronics, Inc. Employees' Savings and Retirement PlanRicoh Electronics, Inc. Empl…$151MPathward, National Association 401(k) PlanPathward, National Associati…$151M
End-of-year total assets ($M) among Careoregon, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$151M
Net Income$36M
Employer EIN930933975
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Careoregon, Inc.)

Sponsor-wide plan assets over time

All Careoregon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$188M 63.17892030734451% vs 2022
2024 filing year
$100M$150M$200M 202220232024 $115M $188M ▲ +63.2%
Year Plans Participants Total Assets
2022 1 1,059 $115M
2023 1 1,227 $151M
2024 1 1,486 $188M

Nearby 401(k) Plans in Oregon

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

Careoregon, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Careoregon, Inc. 401(k) Plan, Total assets ($B): 0.150944602 · Participants: 1227Careoregon, Inc. 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
Careoregon, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Careoregon, Inc. 401(k) Plan side-by-side with 3 peers →

Careoregon, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Sunsource Savings and Investment Plan in IL ($151M); by covered participants it is The Imagine Group 401(k) Savings Plan in MN (1,227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($151M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,227 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 Careoregon, Inc. 401(k) Plan assets move in 2023? ▼
Careoregon, Inc. 401(k) Plan surged - up 31.1% during 2023, from $115M to $151M. Reported net income was $36M.
How have Careoregon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Careoregon, Inc.'s sponsor-wide assets grew 63.2%, from $115M to $188M.
Where does Careoregon, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Careoregon, Inc. 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Careoregon, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunsource Savings and Investment Plan in IL ($151M, 758 participants).
Which 401(k) plans cover a similar participant headcount to Careoregon, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Imagine Group 401(k) Savings Plan in MN (1,227 participants, $102M 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 930933975.

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.