401(k) · DOL Form 5500 · 2023

Shoestring Valley Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
395
Participants Below avg headcount
91st
Percentile by assets National rank
$231,778
Avg per participant Above avg balance/head
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Official DOL plan name: Shoestring Valley Holdings Retirement Plan · Sponsored by Shoestring Valley Holdings Inc. · Oregon · Construction

$92M in assets, 395 participants

Shoestring Valley Holdings Inc.'s Shoestring Valley Holdings Retirement Plan reported $92M in total assets and 395 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,030 in Construction (9,030 peers)

Where Shoestring Valley Holdings Retirement Plan sits by assets

Shoestring Valley Holdings Retirement Plan sits in the top 10% of all filed plans by assets, $92M for 395 participants (~$231,778/participant), up 18.8% in 2023.

#8,030
in Construction (9,030 peers)
+18.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Shoestring Valley Holdings Retirement Plan's outsized position by total assets

Shoestring Valley Holdings Retirement Plan vs every filed plan by assets

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

$91,552,289 Top 9% higher than 91% 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

Shoestring Valley Holdings Retirement 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. Shoestring Valley Holdings Retirement Plan sits mid-pack in the medium band (395 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shoestring Valley Holdings Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Shoestring Valley Holdings Retirement Plan end-of-year assets rose from $77M in the plan year 2022 filing to $92M in the plan year 2023 filing.
  • Shoestring Valley Holdings Retirement Plan reported participants rose from 361 in the plan year 2022 filing to 395 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930422424 · Shoestring Valley Holdings Inc. PY 2023 · 401(k)

Shoestring Valley Holdings Retirement Plan · $92M · 395 · 91st

  • 5500 $92M
  • ASSETS 395
  • PCT 91st
  • EIN 401(k)
  • RANK near The Marcus Corp 401(k) Retirement Savings Plan
  • PHOTO ind #8030

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 Construction retirement plans → · Plans in Oregon →

Shoestring Valley Holdings Retirement Plan in the asset neighbourhood

Providence Medical Group, Northern California 401(k) Profit Sharing PlanProvidence Medical Group, No…$92MWorld Insurance Associates LLC Retirement TrustWorld Insurance Associates L…$92MHarley Ellis Devereaux Employees' Savings PlanHarley Ellis Devereaux Emplo…$92MThe Marcus Corp 401(k) Retirement Savings PlanThe Marcus Corp 401(k) Retir…$92MShoestring Valley Holdings Retirement PlanShoestring Valley Holdings R…$92M
End-of-year total assets ($M) among Shoestring Valley Holdings Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$92M
Net Income$14M
Employer EIN930422424
Plan Effective Date1959-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shoestring Valley Holdings Inc.)

Sponsor-wide plan assets over time

All Shoestring Valley Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$105M 36.122186237903705% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77M $105M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 361 $77M
2023 2 689 $93M
2024 2 736 $105M

Nearby 401(k) Plans in Oregon

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

Shoestring Valley Holdings Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Shoestring Valley Holdings Retirement Plan, Total assets ($B): 0.091552289 · Participants: 395Shoestring Valley Holdings Retirement 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
Shoestring Valley Holdings Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Shoestring Valley Holdings Retirement Plan side-by-side with 3 peers →

Shoestring Valley Holdings Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is The Marcus Corp 401(k) Retirement Savings Plan in WI ($92M); by covered participants it is Employ, Inc. 401(k) Plan in IN (395 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (395 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 Shoestring Valley Holdings Retirement Plan assets move in 2023? ▼
Shoestring Valley Holdings Retirement Plan grew sharply - up 18.8% during 2023, from $77M to $92M. Reported net income was $14M.
How have Shoestring Valley Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shoestring Valley Holdings Inc.'s sponsor-wide assets grew 36.1%, from $77M to $105M.
Where does Shoestring Valley Holdings Retirement Plan rank by assets among Form 5500 filers? ▼
Shoestring Valley Holdings Retirement Plan ranks in the 91st 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 Shoestring Valley Holdings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Marcus Corp 401(k) Retirement Savings Plan in WI ($92M, 4,900 participants).
Which 401(k) plans cover a similar participant headcount to Shoestring Valley Holdings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employ, Inc. 401(k) Plan in IN (395 participants, $30M 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 930422424.

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.