401(k) · DOL Form 5500 · 2023

Wauna Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
106
Participants Small participant base
55th
Percentile by assets National rank
$80,361
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wauna Federal Credit Union Savings and Investment Plan · Sponsored by Wauna Federal Credit Union · Oregon · Finance & Insurance

$9M in assets, 106 participants

Wauna Federal Credit Union's Wauna Federal Credit Union Savings and Investment Plan reported $9M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,546 in Finance & Insurance (8,869 peers)

Coverage in Oregon

Wauna Federal Credit Union Savings and Investment Plan covers 106 participants in Oregon, about 24% of the average Oregon filer (state average ~443 per filing). Assets: $9M.

#3,546
in Finance & Insurance (8,869 peers)
+22.1%
assets growth YoY

Wauna Federal Credit Union Savings and Investment Plan's mid-pack asset rank among Finance & Insurance and all filers

Wauna Federal Credit Union Savings and Investment Plan vs every filed plan by assets

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

$8,518,235 Top 45% higher than 55% 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

Wauna Federal Credit Union Savings and 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. Wauna Federal Credit Union Savings and Investment Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wauna Federal Credit Union Savings and Investment Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wauna Federal Credit Union Savings and Investment Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Wauna Federal Credit Union Savings and Investment Plan reported participants fell from 109 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 930562551 · Wauna Federal Credit Union PY 2023 · 401(k)

Wauna Federal Credit Union Savings and Investment Plan · $9M · 106 · 55th

  • PHOTO $9M
  • IND 106
  • EOY 55th
  • 5500 401(k)
  • ASSETS near Factory Direct Furniture 401(k) Plan
  • PCT ind #3546

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 →

Wauna Federal Credit Union Savings and Investment Plan in the asset neighbourhood

Wauna Federal Credit Union Savings and Investment PlanWauna Federal Credit Union S…$9MFactory Direct Furniture 401(k) PlanFactory Direct Furniture 401…$9MHope International 401(k) PlanHope International 401(k) Pl…$9MCentrifuge-Systems, LLC 401(k) PlanCentrifuge-Systems, LLC 401(…$9MJ. Kennedy and Associates, Inc. 401(k) Profit Sharing PlanJ. Kennedy and Associates, I…$9M
End-of-year total assets ($M) among Wauna Federal Credit Union Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN930562551
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wauna Federal Credit Union)

Sponsor-wide plan assets over time

All Wauna Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$9M 35.2505084084619% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.98M $9.44M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 109 $7M
2023 1 106 $9M
2024 1 120 $9M

Nearby 401(k) Plans in Oregon

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

Wauna Federal Credit Union Savings and Investment Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Wauna Federal Credit Union Savings and Investment Plan, Total assets ($B): 0.008518235 · Participants: 106Wauna Federal Credit Union Savings and 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
Wauna Federal Credit Union Savings and Investment Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Wauna Federal Credit Union Savings and Investment Plan side-by-side with 3 peers →

Wauna Federal Credit Union Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Factory Direct Furniture 401(k) Plan in NJ ($9M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Wauna Federal Credit Union Savings and Investment Plan assets move in 2023? ▼
Wauna Federal Credit Union Savings and Investment Plan grew sharply - up 22.1% during 2023, from $7M to $9M. Reported net income was $2M.
How have Wauna Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wauna Federal Credit Union's sponsor-wide assets grew 35.3%, from $7M to $9M.
Which 401(k) plans are similar in size to Wauna Federal Credit Union Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Factory Direct Furniture 401(k) Plan in NJ ($9M, 456 participants).
Which 401(k) plans cover a similar participant headcount to Wauna Federal Credit Union Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 participants, N/A 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 930562551.

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.