401(k) · DOL Form 5500 · 2023

United Way of the Columbia-Willamette 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
44
Participants Small participant base
49th
Percentile by assets National rank
$147,712
Avg per participant Above avg balance/head
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Official DOL plan name: Employee Benefit Plan of United Way of the Columbia-Willamette · Sponsored by United Way of the Columbia-Willamette · Oregon · Healthcare & Social Assistance

$6M in assets, 44 participants

United Way of the Columbia-Willamette's Employee Benefit Plan of United Way of the Columbia-Willamette reported $6M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,672 in Healthcare & Social Assistance (17,684 peers)

United Way of the Columbia-Willamette multi-year trail

United Way of the Columbia-Willamette's plans moved +27.5% in assets from 2022 to 2024; this filing shows Employee Benefit Plan of United Way of the Columbia-Willamette at $6M / 44 participants.

#9,672
in Healthcare & Social Assistance (17,684 peers)
+18.7%
assets growth YoY

Employee Benefit Plan of United Way of the Columbia-Willamette's mid-pack asset rank among Healthcare & Social Assistance and all filers

Employee Benefit Plan of United Way of the Columbia-Willamette vs every filed plan by assets

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

$6,499,336 49th percentile higher than 49% 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

Employee Benefit Plan of United Way of the Columbia-Willamette among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefit Plan of United Way of the Columbia-Willamette is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of United Way of the Columbia-Willamette reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Employee Benefit Plan of United Way of the Columbia-Willamette end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Employee Benefit Plan of United Way of the Columbia-Willamette reported participants rose from N/A in the plan year 2022 filing to 44 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930582124 · United Way of the Columbia-Willamette PY 2023 · 401(k)

Employee Benefit Plan of United Way of the Columbia-Willamette · $6M · 44 · 49th

  • TYPE $6M
  • NET 44
  • BOOK 49th
  • VS-ST 401(k)
  • BOY near Near North Health Service Corporation
  • SCH ind #9672

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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Employee Benefit Plan of United Way of the Columbia-Willamette in the asset neighbourhood

Employee Benefit Plan of United Way of the Columbia-WillametteEmployee Benefit Plan of Uni…$6MNear North Health Service CorporationNear North Health Service Co…$6MJarrett Logistics Systems, Inc. 401(k) PlanJarrett Logistics Systems, I…$6MBryant Heating & Cooling, Inc. 401(k) PlanBryant Heating & Cooling, In…$7MThe 1911 Trust Company 401(k) Profit Sharing PlanThe 1911 Trust Company 401(k…$6M
End-of-year total assets ($M) among Employee Benefit Plan of United Way of the Columbia-Willamette and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

United Way of the Columbia-Willamette multi-year asset trail

Sponsor-wide plan assets over time

All United Way of the Columbia-Willamette plans reported in each filing year

Latest sponsor-wide plan assets
$7M 27.474520700965876% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.48M $6.98M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 N/A $5M
2023 1 44 $6M
2024 1 51 $7M

United Way of the Columbia-Willamette filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN930582124
Plan Effective Date2000-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Employee Benefit Plan of United Way of the Columbia-Willamette vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Employee Benefit Plan of United Way of the Columbia-Willamette, Total assets ($B): 0.006499336 · Participants: 44Employee Benefit Plan of United Way of the Columbia-Willamette401(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
Employee Benefit Plan of United Way of the Columbia-Willamette vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Employee Benefit Plan of United Way of the Columbia-Willamette side-by-side with 3 peers →

Employee Benefit Plan of United Way of the Columbia-Willamette's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Near North Health Service Corporation in IL ($6M); by covered participants it is Stancy Health Care Corp. 401(k) Plan in AZ (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Employee Benefit Plan of United Way of the Columbia-Willamette assets move in 2023? ▼
Employee Benefit Plan of United Way of the Columbia-Willamette grew sharply - up 18.7% during 2023, from $5M to $6M. Reported net income was $1M.
How have United Way of the Columbia-Willamette plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of the Columbia-Willamette's sponsor-wide assets grew 27.5%, from $5M to $7M.
Which 401(k) plans are similar in size to Employee Benefit Plan of United Way of the Columbia-Willamette? ▼
Among 401(k) plans in other states, the closest by assets is Near North Health Service Corporation in IL ($6M, 241 participants).
Which 401(k) plans cover a similar participant headcount to Employee Benefit Plan of United Way of the Columbia-Willamette? ▼
Among 401(k) plans in other states, the closest by covered participants is Stancy Health Care Corp. 401(k) Plan in AZ (44 participants, $1M 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 930582124.

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.