401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$127M
Total assets Near avg plan size
2,176
Participants Above avg headcount
93rd
Percentile by assets National rank
$58,451
Avg per participant Low balance/head
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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.

  • #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.

#7,666
in Other Services (7,857 peers)
+23.0%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust's outsized position 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 $2,050,000,000 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

Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust'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. Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust lands in the large band (2,176 participants).

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 →

DOL schedule card

Filing strip 930624734 · Confederated Tribes of the Umatilla Indian Reservation PY 2023 · 401(k)

Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust · $127M · 2,176 · 93rd

  • NET $127M
  • BOOK 2,176
  • VS-ST 93rd
  • BOY 401(k)
  • SCH near The Campbell Clinic, P.C. Employees' Retirement Plan and Trust
  • EBSA ind #7666

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 Other Services retirement plans → · Plans in Oregon →

Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

The Campbell Clinic, P.C. Employees' Retirement Plan and TrustThe Campbell Clinic, P.C. Em…$127MGreat Plains Manufacturing Inc. Profit Sharing 401(k) PlanGreat Plains Manufacturing I…$127MConfederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and TrustConfederated Tribes of the U…$127MInterdigital Savings and Protection PlanInterdigital Savings and Pro…$127MWoodruff-Sawyer & Co. Profit-Sharing and Pre-Tax Savings PlanWoodruff-Sawyer & Co. Profit…$127M
End-of-year total assets ($M) among Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Confederated Tribes of the Umatilla Indian Reservation plans reported in each filing year

Latest sponsor-wide plan assets
$150M 45.263635217829936% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $103M $150M ▲ +45.3%
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 Scatter plot of 6 data points. 01000020000300004000050000 -202468 Total assets ($B) Participants Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.127189451 · Participants: 2176Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust401(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
Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is The Campbell Clinic, P.C. Employees' Retirement Plan and Trust in TN ($127M); by covered participants it is Baylor Affiliated Services Retirement Savings Plan in TX (2,177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,176 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 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).
Which 401(k) plans cover a similar participant headcount 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 covered participants is Baylor Affiliated Services Retirement Savings Plan in TX (2,177 participants, $205M 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 930624734.

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.