401(k) · DOL Form 5500 · 2023

PACIFICSOURCE 401(k) Plan

Data updated 2026-08-25

$148M
Total assets Near avg plan size
1,787
Participants Near avg headcount
93rd
Percentile by assets National rank
$82,600
Avg per participant Below avg balance/head
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Official DOL plan name: Pacificsource 401(k) Plan · Sponsored by PACIFICSOURCE · Oregon · Finance & Insurance

$148M in assets, 1,787 participants

PACIFICSOURCE's Pacificsource 401(k) Plan reported $148M in total assets and 1,787 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.

  • #7,963 in Finance & Insurance (8,869 peers)

Coverage in Oregon

Pacificsource 401(k) Plan covers 1,787 participants in Oregon, 4.0x the typical Oregon plan (state average ~443 per filing). Assets: $148M.

#7,963
in Finance & Insurance (8,869 peers)
+28.4%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Pacificsource 401(k) Plan's outsized position by total assets

Pacificsource 401(k) Plan vs every filed plan by assets

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

$147,606,328 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

Pacificsource 401(k) Plan'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. Pacificsource 401(k) Plan lands in the large band (1,787 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pacificsource 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Pacificsource 401(k) Plan end-of-year assets rose from $115M in the plan year 2022 filing to $148M in the plan year 2023 filing.
  • Pacificsource 401(k) Plan reported participants rose from 1,630 in the plan year 2022 filing to 1,787 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 463939584 · PACIFICSOURCE PY 2023 · 401(k)

Pacificsource 401(k) Plan · $148M · 1,787 · 93rd

  • RANK $148M
  • RANK 1,787
  • RANK 93rd
  • RANK 401(k)
  • RANK near Israel Discount Bank of New York Savings and Investment Plan
  • RANK ind #7963

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 →

Pacificsource 401(k) Plan in the asset neighbourhood

Danfoss USA Savings Plan II$148MErlanger Health 401(a) Retirement Savings PlanErlanger Health 401(a) Retir…$148MIsrael Discount Bank of New York Savings and Investment PlanIsrael Discount Bank of New …$148MPacificsource 401(k) Plan$148MCalifornia Machinists 401(k) PlanCalifornia Machinists 401(k)…$148M
End-of-year total assets ($M) among Pacificsource 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$148M
Net Income$33M
Employer EIN463939584
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PACIFICSOURCE)

Sponsor-wide plan assets over time

All PACIFICSOURCE plans reported in each filing year

Latest sponsor-wide plan assets
$211M 41.10816003249777% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $149M $211M ▲ +41.1%
Year Plans Participants Total Assets
2022 2 1,838 $149M
2023 2 1,980 $185M
2024 2 2,157 $211M

Nearby 401(k) Plans in Oregon

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

Pacificsource 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Pacificsource 401(k) Plan, Total assets ($B): 0.147606328 · Participants: 1787Pacificsource 401(k) 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
Pacificsource 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Pacificsource 401(k) Plan side-by-side with 3 peers →

Pacificsource 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Israel Discount Bank of New York Savings and Investment Plan in NY ($148M); by covered participants it is Wilmer Cutler Pickering Hale and Dorr LLP Savings and Retirement Plan in MA (1,787 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($148M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,787 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 Pacificsource 401(k) Plan assets move in 2023? ▼
Pacificsource 401(k) Plan grew sharply - up 28.4% during 2023, from $115M to $148M. Reported net income was $33M.
How have PACIFICSOURCE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), PACIFICSOURCE's sponsor-wide assets grew 41.1%, from $149M to $211M.
Where does Pacificsource 401(k) Plan rank by assets among Form 5500 filers? ▼
Pacificsource 401(k) Plan 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 Pacificsource 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Israel Discount Bank of New York Savings and Investment Plan in NY ($148M, 575 participants).
Which 401(k) plans cover a similar participant headcount to Pacificsource 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wilmer Cutler Pickering Hale and Dorr LLP Savings and Retirement Plan in MA (1,787 participants, $1.1B 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 463939584.

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.