401(k) · DOL Form 5500 · 2023

Southern Oregon Aspire Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
171
Participants Small participant base
30th
Percentile by assets National rank
$11,139
Avg per participant Low balance/head
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Official DOL plan name: Southern Oregon Aspire Inc 403(b) Plan · Sponsored by Southern Oregon Aspire Inc · Oregon · Healthcare & Social Assistance

$2M in assets, 171 participants

Southern Oregon Aspire Inc's Southern Oregon Aspire Inc 403(b) Plan reported $2M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,015 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Southern Oregon Aspire Inc 403(b) Plan covers 171 participants in Oregon, about 39% of the average Oregon filer (state average ~443 per filing). Assets: $2M.

#5,015
in Healthcare & Social Assistance (17,684 peers)
+22.5%
assets growth YoY

Southern Oregon Aspire Inc 403(b) Plan among the smaller filed plans by assets

Southern Oregon Aspire Inc 403(b) Plan vs every filed plan by assets

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

$1,904,724 30th percentile higher than 30% 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

Southern Oregon Aspire Inc 403(b) 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. Southern Oregon Aspire Inc 403(b) Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Oregon Aspire Inc 403(b) Plan reported net income rose from -$160K in the plan year 2022 filing to $349K in the plan year 2023 filing.
  • Southern Oregon Aspire Inc 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930654596 · Southern Oregon Aspire Inc PY 2023 · 401(k)

Southern Oregon Aspire Inc 403(b) Plan · $2M · 171 · 30th

  • IND $2M
  • EOY 171
  • 5500 30th
  • ASSETS 401(k)
  • PCT near Walter Jew Cpa PC 401(k) Plan
  • EIN ind #5015

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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Southern Oregon Aspire Inc 403(b) Plan in the asset neighbourhood

Southern Oregon Aspire Inc 403(b) PlanSouthern Oregon Aspire Inc 4…$2MWalter Jew Cpa PC 401(k) Plan$2MSouthwest Corrugated, Inc. 401(k) PlanSouthwest Corrugated, Inc. 4…$2MDk-Ga Retirement Plan$2MAdvantage Technology Systems, LLC 401(k) Profit Sharing PlanAdvantage Technology Systems…$2M
End-of-year total assets ($M) among Southern Oregon Aspire Inc 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$349K
Employer EIN930654596
Plan Effective Date1998-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Oregon Aspire Inc)

Sponsor-wide plan assets over time

All Southern Oregon Aspire Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 26.068720595477345% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.56M $1.96M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 170 $2M
2023 1 171 $2M
2024 1 166 $2M

Nearby 401(k) Plans in Oregon

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

Southern Oregon Aspire Inc 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Southern Oregon Aspire Inc 403(b) Plan, Total assets ($B): 0.001904724 · Participants: 171Southern Oregon Aspire Inc 403(b) 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
Southern Oregon Aspire Inc 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Southern Oregon Aspire Inc 403(b) Plan side-by-side with 3 peers →

Southern Oregon Aspire Inc 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Walter Jew Cpa PC 401(k) Plan in MD ($2M); by covered participants it is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Southern Oregon Aspire Inc 403(b) Plan assets move in 2023? ▼
Southern Oregon Aspire Inc 403(b) Plan grew sharply - up 22.5% during 2023, from $2M to $2M. Reported net income was $349K.
How have Southern Oregon Aspire Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Oregon Aspire Inc's sponsor-wide assets grew 26.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Southern Oregon Aspire Inc 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Walter Jew Cpa PC 401(k) Plan in MD ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Southern Oregon Aspire Inc 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants, $117M 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 930654596.

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.