401(k) · DOL Form 5500 · 2023

Rogue Credit Union 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
626
Participants Below avg headcount
84th
Percentile by assets National rank
$72,351
Avg per participant Below avg balance/head
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Official DOL plan name: Rogue Credit Union Capital Accumulation Plan · Sponsored by Rogue Credit Union · Oregon · Finance & Insurance

$45M in assets, 626 participants

Rogue Credit Union's Rogue Credit Union Capital Accumulation Plan reported $45M in total assets and 626 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.

  • #6,761 in Finance & Insurance (8,869 peers)

Where Rogue Credit Union Capital Accumulation Plan sits by assets

Rogue Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $45M for 626 participants (~$72,351/participant), up 16.9% in 2023.

#6,761
in Finance & Insurance (8,869 peers)
+16.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Rogue Credit Union Capital Accumulation Plan's outsized position by total assets

Rogue Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$45,291,552 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

Rogue Credit Union Capital Accumulation 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. Rogue Credit Union Capital Accumulation Plan sits mid-pack in the medium band (626 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rogue Credit Union Capital Accumulation Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Rogue Credit Union Capital Accumulation Plan end-of-year assets rose from $39M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Rogue Credit Union Capital Accumulation Plan reported participants rose from 556 in the plan year 2022 filing to 626 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930491115 · Rogue Credit Union PY 2023 · 401(k)

Rogue Credit Union Capital Accumulation Plan · $45M · 626 · 84th

  • EOY $45M
  • EOY 626
  • EOY 84th
  • EOY 401(k)
  • EOY near Purity Wholesale Grocers, Inc. 401(k) Retirement Plan
  • EOY ind #6761

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 →

Rogue Credit Union Capital Accumulation Plan in the asset neighbourhood

Purity Wholesale Grocers, Inc. 401(k) Retirement PlanPurity Wholesale Grocers, In…$45MRadiologists, P.a. Profit Sharing PlanRadiologists, P.a. Profit Sh…$45MAl Jazeera International (USA) 401(k) Retirement PlanAl Jazeera International (US…$45MRogue Credit Union Capital Accumulation PlanRogue Credit Union Capital A…$45MNorth Arkansas Regional Medical Center 401(k) PlanNorth Arkansas Regional Medi…$45M
End-of-year total assets ($M) among Rogue Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$45M
Net Income$7M
Employer EIN930491115
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rogue Credit Union)

Sponsor-wide plan assets over time

All Rogue Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$53M 37.28268763300127% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.7M $53.2M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 556 $39M
2023 1 626 $45M
2024 1 632 $53M

Nearby 401(k) Plans in Oregon

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

Rogue Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Rogue Credit Union Capital Accumulation Plan, Total assets ($B): 0.045291552 · Participants: 626Rogue Credit Union 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
Rogue Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Rogue Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Rogue Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Purity Wholesale Grocers, Inc. 401(k) Retirement Plan in FL ($45M); by covered participants it is Romac Industries, Inc. 401(k) & Profit Sharing Plan in WA (626 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (626 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 Rogue Credit Union Capital Accumulation Plan assets move in 2023? ▼
Rogue Credit Union Capital Accumulation Plan grew sharply - up 16.9% during 2023, from $39M to $45M. Reported net income was $7M.
How have Rogue Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rogue Credit Union's sponsor-wide assets grew 37.3%, from $39M to $53M.
Where does Rogue Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Rogue Credit Union Capital Accumulation 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 Rogue Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Purity Wholesale Grocers, Inc. 401(k) Retirement Plan in FL ($45M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Rogue Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Romac Industries, Inc. 401(k) & Profit Sharing Plan in WA (626 participants, $36M 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 930491115.

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.