401(k) · DOL Form 5500 · 2023
Western States 401(k) Retirement Fund of the Opeiu Board of Trustee 401(k) Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 1,477
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $44,000
- Avg per participant Low balance/head
Official DOL plan name: Western States 401(k) Retirement Fund of the Opeiu · Sponsored by Western States 401(k) Retirement Fund of the Opeiu Board of Trustee · Oregon · Administrative & Support Services
$65M in assets, 1,477 participants
Western States 401(k) Retirement Fund of the Opeiu Board of Trustee's Western States 401(k) Retirement Fund of the Opeiu reported $65M in total assets and 1,477 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #4,117 in Administrative & Support Services (4,372 peers)
Coverage in Oregon
Western States 401(k) Retirement Fund of the Opeiu covers 1,477 participants in Oregon, 3.3x the typical Oregon plan (state average ~443 per filing). Assets: $65M.
- #4,117
- in Administrative & Support Services (4,372 peers)
- +14.0%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Western States 401(k) Retirement Fund of the Opeiu's outsized position by total assets
Western States 401(k) Retirement Fund of the Opeiu vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$64,988,301 Top 12% higher than 88% 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
Western States 401(k) Retirement Fund of the Opeiu'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. Western States 401(k) Retirement Fund of the Opeiu lands in the large band (1,477 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Western States 401(k) Retirement Fund of the Opeiu reported net income rose from -$15M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Western States 401(k) Retirement Fund of the Opeiu end-of-year assets rose from $57M in the plan year 2022 filing to $65M in the plan year 2023 filing.
- Western States 401(k) Retirement Fund of the Opeiu reported participants fell from 1,555 in the plan year 2022 filing to 1,477 in the plan year 2023 filing.
DOL schedule card
Filing strip 936026077 · Western States 401(k) Retirement Fund of the Opeiu Board of Trustee PY 2023 · 401(k)
Western States 401(k) Retirement Fund of the Opeiu · $65M · 1,477 · 88th
- NET $65M
- NET 1,477
- NET 88th
- NET 401(k)
- NET near Parkhill, Smith & Cooper, Inc. Employees' Retirement Plan and Trust
- NET ind #4117
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 Administrative & Support Services retirement plans → · Plans in Oregon →
Western States 401(k) Retirement Fund of the Opeiu in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | $8M |
| Employer EIN | 936026077 |
| Plan Effective Date | 1959-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western States 401(k) Retirement Fund of the Opeiu Board of Trustee)
Sponsor-wide plan assets over time
All Western States 401(k) Retirement Fund of the Opeiu Board of Trustee plans reported in each filing year
- Latest sponsor-wide plan assets
- $69M 20.33948799610338% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,555 | $57M |
| 2023 | 1 | 1,477 | $65M |
| 2024 | 1 | 488 | $69M |
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
Western States 401(k) Retirement Fund of the Opeiu's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Parkhill, Smith & Cooper, Inc. Employees' Retirement Plan and Trust in TX ($65M); by covered participants it is Evolution's Retirement Savings Plan in NJ (1,477 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
- Parkhill, Smith & Cooper, Inc. Employees' Retirement Plan and Trust (TX) $65M · 535
- Forever Living Products International, LLC Profit Sharing & 401(k) Plan (AZ) $65M · 433
- Fisher & Company, Incorporated 401(k) Plan (MI) $65M · 1,176
- Woolf, Mcclane, Bright, Allen & Carpenter, PLLC, 401 (K) Profit Sharing Plan (TN) $65M · 49
Similar participant headcount
Nearest other-state filings by covered participants (1,477 participants); asset peers above are excluded.
- Evolution's Retirement Savings Plan (NJ) 1,477 · 0 off
- I3 Verticals Management Services, Inc. 401(k) Plan (TN) 1,477 · 0 off
- 42 North Dental, LLC 401(k) Plan (MA) 1,476 · 1 off
- Paramount Health Resources Inc 401(k) Profit Sharing Plan & Trust (PA) 1,476 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.