401(k) · DOL Form 5500 · 2023
Aaa Oregon/Idaho 401(k) Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 444
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $100,196
- Avg per participant Below avg balance/head
Official DOL plan name: Aaa Oregon/Idaho Qualified Employee Savings Plan · Sponsored by Aaa Oregon/Idaho · Oregon · Finance & Insurance
$44M in assets, 444 participants
Aaa Oregon/Idaho's Aaa Oregon/Idaho Qualified Employee Savings Plan reported $44M in total assets and 444 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #6,734 in Finance & Insurance (8,869 peers)
Where Aaa Oregon/Idaho Qualified Employee Savings Plan sits by assets
Aaa Oregon/Idaho Qualified Employee Savings Plan sits in the top quartile of all filed plans by assets, $44M for 444 participants (~$100,196/participant), up 18.2% in 2023.
- #6,734
- in Finance & Insurance (8,869 peers)
- +18.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Aaa Oregon/Idaho Qualified Employee Savings Plan's outsized position by total assets
Aaa Oregon/Idaho Qualified Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$44,486,901 Top 16% higher than 84% 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
Aaa Oregon/Idaho Qualified Employee Savings 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. Aaa Oregon/Idaho Qualified Employee Savings Plan sits mid-pack in the medium band (444 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Aaa Oregon/Idaho Qualified Employee Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Aaa Oregon/Idaho Qualified Employee Savings Plan end-of-year assets rose from $38M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Aaa Oregon/Idaho Qualified Employee Savings Plan reported participants rose from 398 in the plan year 2022 filing to 444 in the plan year 2023 filing.
DOL schedule card
Filing strip 930243420 · Aaa Oregon/Idaho PY 2023 · 401(k)
Aaa Oregon/Idaho Qualified Employee Savings Plan · $44M · 444 · 84th
- BOY $44M
- BOY 444
- BOY 84th
- BOY 401(k)
- BOY near Revere Electric Supply Co. Incentive Savings Plan
- BOY ind #6734
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 →
Aaa Oregon/Idaho Qualified Employee Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $7M |
| Employer EIN | 930243420 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aaa Oregon/Idaho)
Sponsor-wide plan assets over time
All Aaa Oregon/Idaho plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 36.527942817628855% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 398 | $38M |
| 2023 | 1 | 444 | $44M |
| 2024 | 1 | 468 | $51M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Aaa Oregon/Idaho Qualified Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Revere Electric Supply Co. Incentive Savings Plan in IL ($44M); by covered participants it is Hanna Steel Corporation Profit Sharing Plan in AL (444 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
Similar participant headcount
Nearest other-state filings by covered participants (444 participants); asset peers above are excluded.
- Hanna Steel Corporation Profit Sharing Plan (AL) 444 · 0 off
- Marathon Electrical Contractors, LLC 401(k) Plan (AL) 444 · 0 off
- Antea USA, Inc. Profit Sharing 401(k) Thrift Plan (MN) 444 · 0 off
- Rycon Construction 401(k) Plan (PA) 444 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.