401(k) · DOL Form 5500 · 2023
Portland General Electric Company 401(k) Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 2,935
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $376,575
- Avg per participant High balance/head
Official DOL plan name: Portland General Electric Company 401(k) Plan · Sponsored by Portland General Electric Company · Oregon · Utilities
$1.1B in assets, 2,935 participants
Portland General Electric Company's Portland General Electric Company 401(k) Plan reported $1.1B in total assets and 2,935 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #647 in Utilities (721 peers)
Coverage in Oregon
Portland General Electric Company 401(k) Plan covers 2,935 participants in Oregon, 6.6x the typical Oregon plan (state average ~443 per filing). Assets: $1.1B.
- #647
- in Utilities (721 peers)
- +13.7%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Portland General Electric Company 401(k) Plan's outsized position by total assets
Portland General Electric Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,105,246,502 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Portland General Electric Company 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. Portland General Electric Company 401(k) Plan lands in the large band (2,935 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Portland General Electric Company 401(k) Plan reported net income rose from -$220M in the plan year 2022 filing to $134M in the plan year 2023 filing.
- Portland General Electric Company 401(k) Plan end-of-year assets rose from $972M in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 930256820 · Portland General Electric Company PY 2023 · 401(k)
Portland General Electric Company 401(k) Plan · $1.1B · 2,935 · 99th
- BOOK $1.1B
- BOOK 2,935
- BOOK 99th
- BOOK 401(k)
- BOOK near Wilmer Cutler Pickering Hale and Dorr LLP Savings and Retirement Plan
- BOOK ind #647
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 Utilities retirement plans → · Plans in Oregon →
Portland General Electric Company 401(k) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $972M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $134M |
| Employer EIN | 930256820 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Portland General Electric Company)
Sponsor-wide plan assets over time
All Portland General Electric Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.7B 13.658053148097075% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,842 | $1.5B |
| 2023 | 2 | 3,759 | $1.6B |
| 2024 | 2 | 3,634 | $1.7B |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Portland General Electric Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Wilmer Cutler Pickering Hale and Dorr LLP Savings and Retirement Plan in MA ($1.1B); by covered participants it is Matrix Medical Network 401(k) Plan in TN (2,934 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Wilmer Cutler Pickering Hale and Dorr LLP Savings and Retirement Plan (MA) $1.1B · 1,787
- Arkema Inc. Employees' Retirement Savings (401(k)) Plan (PA) $1.1B · 2,978
- Allegheny Health Network 401(k) Plan (PA) $1.1B · 20,362
- Electrical Workers Local No. 292 Defined Contribution and 401(k) Plan (MN) $1.1B · 5,480
Similar participant headcount
Nearest other-state filings by covered participants (2,935 participants); asset peers above are excluded.
- Matrix Medical Network 401(k) Plan (TN) 2,934 · 1 off
- United Community Banks, Inc. 401(k) Plan (GA) 2,934 · 1 off
- Benchmark Electronics, Inc. 401(k) Employee Savings Plan (AZ) 2,936 · 1 off
- Premium Transportation Group, Inc. 401(k) Plan (OH) 2,933 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.