401(k) · DOL Form 5500 · 2023

Confederated Tribes of the Umatilla Indian Reservation 401(k) Plan

Data updated 2026-08-11

$127M
Total assets
2,176
Participants
93rd
Percentile by assets
$58,451
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust · Sponsored by Confederated Tribes of the Umatilla Indian Reservation · Oregon · Other Services

$127M in assets, 2,176 participants

Confederated Tribes of the Umatilla Indian Reservation's Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust reported $127M in total assets and 2,176 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #7,666 in Other Services (7,857 peers)

Coverage in Oregon

Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust covers 2,176 participants in Oregon, 4.9x the typical Oregon plan (state average ~443 per filing). Assets: $127M.

$127M
total plan assets (2023 EOY)
2,176
covered participants
93rd
percentile by assets (of 127,072 plans)
$58,451
avg assets per participant

Where Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust sits by total assets

Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$127,189,451 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust reported net income rose from -$9M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $103M in the plan year 2022 filing to $127M in the plan year 2023 filing.
  • Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust reported participants rose from 2,128 in the plan year 2022 filing to 2,176 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust reports 2,176 participants - 4.9x that state average ($127M EOY assets).

Oregon filing particulars

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$127M
Net Income$24M
Employer EIN930624734
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Confederated Tribes of the Umatilla Indian Reservation)

$80M$100M$120M$140M$160M 202220232024 $103M $150M ▲ +45.3%
Total plan assets by year, all Confederated Tribes of the Umatilla Indian Reservation plans on file
Year Plans Participants Total Assets
2022 1 2,128 $103M
2023 1 2,176 $127M
2024 1 2,347 $150M

Nearby 401(k) Plans in Oregon

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

Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants

Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -202468 Total assets ($B) Participants Confederated Tribes …401(k) Savings and P…Daimler Truck North …Precision Castparts …Xpo Logistics Retire…Pacificorp K Plus Em…
Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust assets move in 2023?
Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust grew sharply - up 23.0% during 2023, from $103M to $127M. Reported net income was $24M.
How have Confederated Tribes of the Umatilla Indian Reservation plan assets changed over time?
Across 3 plan years on file (2022-2024), Confederated Tribes of the Umatilla Indian Reservation's sponsor-wide assets grew 45.3%, from $103M to $150M.
Where does Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is The Campbell Clinic, P.C. Employees' Retirement Plan and Trust in TN ($127M, 563 participants).

Next read for Confederated Tribes of the Umatilla Indi…

Filing takeaways

Ways to act on Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust's numbers.

  • By total assets, Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Oregon. Compare plans
  • Confederated Tribes of the Umatilla Indian Reservation's sponsor-wide assets have grown 45.3% since 2022 across 3 plan years on file. More Other Services plans