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
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
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.
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
Oregon filing particulars
| Total Assets (Beginning of Year) | $100M |
|---|---|
| Net Assets (End of Year) | $134M |
| Net Income | $34M |
| Employer EIN | 930665413 |
| Plan Effective Date | 1986-06-01 |
| Filing Status | FILING 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
| 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.
- 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
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($134M here).
- Moss & Barnett Profit Sharing and 401(k) Plan (MN) $134M · 146
- Nektar Therapeutics 401(k) Plan (CA) $134M · 212
- Fidelity & Guaranty Life 401(k) Plan (IA) $134M · 877
- Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan (TN) $134M · 700
Similar participant headcount
Nearest other-state filings by covered participants (1,221 participants); asset peers above are excluded.
- Zep Inc. 401(k) Plan (GA) 1,221 · 0 off
- Hensley & Company Profit Sharing Plan and Trust (AZ) 1,221 · 0 off
- Yellow Checker Star Fleet 401(k) Plan (NV) 1,221 · 0 off
- Stefanini Retirement Savings Plan (MI) 1,221 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.