401(k) · DOL Form 5500 · 2023

Pacific Office Automation, Inc. 401(k) Plan

Data updated 2026-08-25

$134M
Total assets Near avg plan size
1,221
Participants Near avg headcount
93rd
Percentile by assets National rank
$109,420
Avg per participant Below avg balance/head
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Official DOL plan name: Pacific Office Automation Capital Accumulation Plan · Sponsored by Pacific Office Automation, Inc. · Oregon · Retail Trade

$134M in assets, 1,221 participants

Pacific Office Automation, Inc.'s Pacific Office Automation Capital Accumulation Plan reported $134M in total assets and 1,221 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,079 in Retail Trade (8,414 peers)

Coverage in Oregon

Pacific Office Automation Capital Accumulation Plan covers 1,221 participants in Oregon, 2.8x the typical Oregon plan (state average ~443 per filing). Assets: $134M.

#8,079
in Retail Trade (8,414 peers)
+33.9%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Pacific Office Automation Capital Accumulation Plan's outsized position by total assets

Pacific Office Automation Capital Accumulation Plan vs every filed plan by assets

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

$133,602,033 Top 7% higher than 93% 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

Pacific Office Automation Capital Accumulation 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. Pacific Office Automation Capital Accumulation Plan lands in the large band (1,221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pacific Office Automation Capital Accumulation Plan reported net income rose from -$73M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Pacific Office Automation Capital Accumulation Plan end-of-year assets rose from $100M in the plan year 2022 filing to $134M in the plan year 2023 filing.
  • Pacific Office Automation Capital Accumulation Plan reported participants rose from 940 in the plan year 2022 filing to 1,221 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930665413 · Pacific Office Automation, Inc. PY 2023 · 401(k)

Pacific Office Automation Capital Accumulation Plan · $134M · 1,221 · 93rd

  • BOY $134M
  • BOY 1,221
  • BOY 93rd
  • BOY 401(k)
  • BOY near Moss & Barnett Profit Sharing and 401(k) Plan
  • BOY ind #8079

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 Retail Trade retirement plans → · Plans in Oregon →

Pacific Office Automation Capital Accumulation Plan in the asset neighbourhood

Heritage Medical Associates, P.C. 401(k) Profit Sharing PlanHeritage Medical Associates,…$134MNektar Therapeutics 401(k) PlanNektar Therapeutics 401(k) P…$134MPacific Office Automation Capital Accumulation PlanPacific Office Automation Ca…$134MMoss & Barnett Profit Sharing and 401(k) PlanMoss & Barnett Profit Sharin…$134MFidelity & Guaranty Life 401(k) PlanFidelity & Guaranty Life 401…$134M
End-of-year total assets ($M) among Pacific Office Automation Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$134M
Net Income$34M
Employer EIN930665413
Plan Effective Date1986-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pacific Office Automation, Inc.)

Sponsor-wide plan assets over time

All Pacific Office Automation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$157M 57.780969357910315% vs 2022
2024 filing year
$80M$100M$120M$140M$160M$180M 202220232024 $99.8M $157M ▲ +57.8%
Year Plans Participants Total Assets
2022 1 940 $100M
2023 1 1,221 $134M
2024 1 1,296 $157M

Nearby 401(k) Plans in Oregon

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

Pacific Office Automation Capital Accumulation Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Pacific Office Automation Capital Accumulation Plan, Total assets ($B): 0.133602033 · Participants: 1221Pacific Office Automation Capital Accumulation 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
Pacific Office Automation Capital Accumulation Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

Pacific Office Automation Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Moss & Barnett Profit Sharing and 401(k) Plan in MN ($134M); by covered participants it is Zep Inc. 401(k) Plan in GA (1,221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,221 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 Pacific Office Automation Capital Accumulation Plan assets move in 2023?
Pacific Office Automation Capital Accumulation Plan surged - up 33.9% during 2023, from $100M to $134M. Reported net income was $34M.
How have Pacific Office Automation, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Pacific Office Automation, Inc.'s sponsor-wide assets grew 57.8%, from $100M to $157M.
Where does Pacific Office Automation Capital Accumulation Plan rank by assets among Form 5500 filers?
Pacific Office Automation Capital Accumulation Plan ranks in the 93rd 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 Pacific Office Automation Capital Accumulation Plan?
Among 401(k) plans in other states, the closest by assets is Moss & Barnett Profit Sharing and 401(k) Plan in MN ($134M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Pacific Office Automation Capital Accumulation Plan?
Among 401(k) plans in other states, the closest by covered participants is Zep Inc. 401(k) Plan in GA (1,221 participants, $154M in assets).