401(k) · DOL Form 5500 · 2023

Oregon State Credit Union 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
258
Participants Below avg headcount
84th
Percentile by assets National rank
$169,180
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oregon State Credit Union 401(k) Plan · Sponsored by Oregon State Credit Union · Oregon · Finance & Insurance

$44M in assets, 258 participants

Oregon State Credit Union's Oregon State Credit Union 401(k) Plan reported $44M in total assets and 258 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.

  • #6,700 in Finance & Insurance (8,869 peers)

Where Oregon State Credit Union 401(k) Plan sits by assets

Oregon State Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $44M for 258 participants (~$169,180/participant), up 16.0% in 2023.

#6,700
in Finance & Insurance (8,869 peers)
+16.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Oregon State Credit Union 401(k) Plan's outsized position by total assets

Oregon State Credit Union 401(k) Plan vs every filed plan by assets

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

$43,648,406 Top 16% higher than 84% 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 State Credit Union 401(k) 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. Oregon State Credit Union 401(k) Plan sits mid-pack in the medium band (258 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oregon State Credit Union 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Oregon State Credit Union 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Oregon State Credit Union 401(k) Plan reported participants rose from 244 in the plan year 2022 filing to 258 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930444581 · Oregon State Credit Union PY 2023 · 401(k)

Oregon State Credit Union 401(k) Plan · $44M · 258 · 84th

  • EBSA $44M
  • EBSA 258
  • EBSA 84th
  • EBSA 401(k)
  • EBSA near Entrust Global Partners Offshore LP 401(k) Plan
  • EBSA ind #6700

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 →

Oregon State Credit Union 401(k) Plan in the asset neighbourhood

Oregon State Credit Union 401(k) PlanOregon State Credit Union 40…$44MEntrust Global Partners Offshore LP 401(k) PlanEntrust Global Partners Offs…$44MSecure-24 Retirement Plan$44MBelz Investco 401(k) Profit Sharing PlanBelz Investco 401(k) Profit …$44MSparton Corporation 401(k) PlanSparton Corporation 401(k) P…$44M
End-of-year total assets ($M) among Oregon State Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$44M
Net Income$6M
Employer EIN930444581
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon State Credit Union)

Sponsor-wide plan assets over time

All Oregon State Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$47M 24.75975226159315% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.6M $47M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 244 $38M
2023 1 258 $44M
2024 1 270 $47M

Nearby 401(k) Plans in Oregon

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

Oregon State Credit Union 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Oregon State Credit Union 401(k) Plan, Total assets ($B): 0.043648406 · Participants: 258Oregon State Credit Union 401(k) 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 State Credit Union 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Oregon State Credit Union 401(k) Plan side-by-side with 3 peers →

Oregon State Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Entrust Global Partners Offshore LP 401(k) Plan in NY ($44M); by covered participants it is Validatek Retirement Savings Plan in VA (258 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 (258 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 State Credit Union 401(k) Plan assets move in 2023? ▼
Oregon State Credit Union 401(k) Plan grew sharply - up 16.0% during 2023, from $38M to $44M. Reported net income was $6M.
How have Oregon State Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon State Credit Union's sponsor-wide assets grew 24.8%, from $38M to $47M.
Where does Oregon State Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Oregon State Credit Union 401(k) Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Oregon State Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Entrust Global Partners Offshore LP 401(k) Plan in NY ($44M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Oregon State Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Validatek Retirement Savings Plan in VA (258 participants, $23M 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 930444581.

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.