401(k) · DOL Form 5500 · 2023

Oregon Tool, Inc. 401(k) Plan

Data updated 2026-08-25

$270M
Total assets Near avg plan size
1,285
Participants Near avg headcount
96th
Percentile by assets National rank
$210,383
Avg per participant Above avg balance/head
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Official DOL plan name: Oregon Tool 401(k) Retirement Profit Sharing Plus Plan · Sponsored by Oregon Tool, Inc. · Oregon · Manufacturing

$270M in assets, 1,285 participants

Oregon Tool, Inc.'s Oregon Tool 401(k) Retirement Profit Sharing Plus Plan reported $270M in total assets and 1,285 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,485 in Manufacturing (18,722 peers)

Coverage in Oregon

Oregon Tool 401(k) Retirement Profit Sharing Plus Plan covers 1,285 participants in Oregon, 2.9x the typical Oregon plan (state average ~443 per filing). Assets: $270M.

#17,485
in Manufacturing (18,722 peers)
+6.3%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Oregon Tool 401(k) Retirement Profit Sharing Plus Plan's outsized position by total assets

Oregon Tool 401(k) Retirement Profit Sharing Plus Plan vs every filed plan by assets

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

$270,342,450 Top 4% higher than 96% 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

Oregon Tool 401(k) Retirement Profit Sharing Plus 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. Oregon Tool 401(k) Retirement Profit Sharing Plus Plan lands in the large band (1,285 participants).

Published 5500 schedule card

Filing strip 630593908 · Oregon Tool, Inc. PY 2023 · 401(k)

Oregon Tool 401(k) Retirement Profit Sharing Plus Plan · $270M · 1,285 · 96th

  • BOOK $270M
  • VS-ST 1,285
  • BOY 96th
  • SCH 401(k)
  • EBSA near Mosaic Union Savings Plan
  • PART ind #17485

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 Manufacturing retirement plans → · Plans in Oregon →

Oregon Tool 401(k) Retirement Profit Sharing Plus Plan in the asset neighbourhood

3M Savings Plan$271MOmron Savings and Retirement PlanOmron Savings and Retirement…$270MOregon Tool 401(k) Retirement Profit Sharing Plus PlanOregon Tool 401(k) Retiremen…$270MMosaic Union Savings Plan$270MWind River Systems, Inc. 401(k) PlanWind River Systems, Inc. 401…$270M
End-of-year total assets ($M) among Oregon Tool 401(k) Retirement Profit Sharing Plus Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$254M
Net Assets (End of Year)$270M
Net Income$16M
Employer EIN630593908
Plan Effective Date1976-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon Tool, Inc.)

Sponsor-wide plan assets over time

All Oregon Tool, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$357M 6.202839166117865% vs 2023
2024 filing year
$330M$340M$350M$360M 20232024 $336M $357M ▲ +6.2%
Year Plans Participants Total Assets
2023 2 1,455 $336M
2024 2 1,247 $357M

Nearby 401(k) Plans in Oregon

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

Oregon Tool 401(k) Retirement Profit Sharing Plus Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Oregon Tool 401(k) Retirement Profit Sharing Plus Plan, Total assets ($B): 0.27034245 · Participants: 1285Oregon Tool 401(k) Retirement Profit Sharing Plus 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
Oregon Tool 401(k) Retirement Profit Sharing Plus Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Oregon Tool 401(k) Retirement Profit Sharing Plus Plan side-by-side with 3 peers →

Oregon Tool 401(k) Retirement Profit Sharing Plus Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Mosaic Union Savings Plan in FL ($270M); by covered participants it is Flow Companies 401(k) Retirement Plan in NC (1,285 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($270M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,285 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 Oregon Tool 401(k) Retirement Profit Sharing Plus Plan assets move in 2023? ▼
Oregon Tool 401(k) Retirement Profit Sharing Plus Plan grew at a solid clip - up 6.3% during 2023, from $254M to $270M. Reported net income was $16M.
How have Oregon Tool, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Oregon Tool, Inc.'s sponsor-wide assets grew 6.2%, from $336M to $357M.
Where does Oregon Tool 401(k) Retirement Profit Sharing Plus Plan rank by assets among Form 5500 filers? ▼
Oregon Tool 401(k) Retirement Profit Sharing Plus Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Oregon Tool 401(k) Retirement Profit Sharing Plus Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mosaic Union Savings Plan in FL ($270M, 1,767 participants).
Which 401(k) plans cover a similar participant headcount to Oregon Tool 401(k) Retirement Profit Sharing Plus Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flow Companies 401(k) Retirement Plan in NC (1,285 participants, $32M 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 630593908.

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.