401(k) · DOL Form 5500 · 2023

Careoregon, Inc. 401(k) Plan

Data updated 2026-08-11

$151M
Total assets: 1,227
Participants: 94th
Percentile by assets: $123,019
Avg per participant

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.

94th percentile by assets (of 127,072 plans)
#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.

$151M
total plan assets (2023 EOY): 1,227
covered participants: 94th
percentile by assets (of 127,072 plans): $123,019
avg assets per participant

Where Careoregon, Inc. 401(k) Plan sits 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

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 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 →

State

Oregon

Industry

Finance & Insurance

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Careoregon, Inc. 401(k) Plan reports 1,227 participants - 2.8x that state average ($151M EOY assets).

Oregon filing particulars

Total Assets (Beginning of Year)	$115M
Net Assets (End of Year)	$151M
Net Income	$36M
Employer EIN	930933975
Plan Effective Date	1997-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Careoregon, Inc.)

Total plan assets by year, all Careoregon, Inc. plans on file

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

401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
Xpo Logistics Retirement Savings Plan $1.8B · 6,189
Pacificorp K Plus Employee Savings Plan $1.6B · 4,968

Compare Careoregon, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Careoregon, Inc. 401(k) Plan by total assets, not by location.

Sunsource Savings and Investment Plan (IL) $151M · 758
Brp US Inc. 401(k) Savings Plan (WI) $151M · 1,923
Ricoh Electronics, Inc. Employees' Savings and Retirement Plan (GA) $151M · 611
Pathward, National Association 401(k) Plan (SD) $151M · 1,195

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).

Next read for Careoregon, Inc. 401(k) Plan

Filing takeaways

Ways to act on Careoregon, Inc. 401(k) Plan's numbers.

By total assets, Careoregon, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Oregon. Compare plans
Careoregon, Inc.'s sponsor-wide assets have grown 63.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.