401(k) · DOL Form 5500 · 2023

Bank of Eastern Oregon 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
149
Participants Small participant base
76th
Percentile by assets National rank
$159,124
Avg per participant Above avg balance/head
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Official DOL plan name: Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan · Sponsored by Bank of Eastern Oregon · Oregon · Finance & Insurance

$24M in assets, 149 participants

Bank of Eastern Oregon's Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan reported $24M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,600 in Finance & Insurance (8,869 peers)

Coverage in Oregon

Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan covers 149 participants in Oregon, about 34% of the average Oregon filer (state average ~443 per filing). Assets: $24M.

#5,600
in Finance & Insurance (8,869 peers)
+10.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan's outsized position by total assets

Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan vs every filed plan by assets

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

$23,709,412 Top 24% higher than 76% 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

Bank of Eastern Oregon 401(k) and Employee Stock Ownership 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. Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan reported net income rose from -$553K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan reported participants fell from 152 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 930326895 · Bank of Eastern Oregon PY 2023 · 401(k)

Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan · $24M · 149 · 76th

  • PART $24M
  • TYPE 149
  • NET 76th
  • BOOK 401(k)
  • VS-ST near Austin, Tsutsumi & Associates, Inc. 401(k) Profit Sharing Plan
  • BOY ind #5600

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 →

Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan in the asset neighbourhood

Bank of Eastern Oregon 401(k) and Employee Stock Ownership PlanBank of Eastern Oregon 401(k…$24MAustin, Tsutsumi & Associates, Inc. 401(k) Profit Sharing PlanAustin, Tsutsumi & Associate…$24MDeshazo 401(k) Plan$24MStauffers of Kissel Hill Employee Savings and Retirement PlanStauffers of Kissel Hill Emp…$24MJain America Holdings, Inc. 401(k) Profit Sharing PlanJain America Holdings, Inc. …$24M
End-of-year total assets ($M) among Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN930326895
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank of Eastern Oregon)

Sponsor-wide plan assets over time

All Bank of Eastern Oregon plans reported in each filing year

Latest sponsor-wide plan assets
$29M 33.77542300127993% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $21.5M $28.8M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 152 $22M
2023 1 149 $24M
2024 1 149 $29M

Nearby 401(k) Plans in Oregon

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

Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.023709412 · Participants: 149Bank of Eastern Oregon 401(k) and Employee Stock Ownership 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
Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan side-by-side with 3 peers →

Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Austin, Tsutsumi & Associates, Inc. 401(k) Profit Sharing Plan in HI ($24M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan assets move in 2023? ▼
Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan grew at a solid clip - up 10.1% during 2023, from $22M to $24M. Reported net income was $2M.
How have Bank of Eastern Oregon plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Eastern Oregon's sponsor-wide assets grew 33.8%, from $22M to $29M.
Where does Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan ranks in the 76th 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 Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Austin, Tsutsumi & Associates, Inc. 401(k) Profit Sharing Plan in HI ($24M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M 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 930326895.

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.