401(k)
2023 plan-year 401(k) DOL Form 5500

PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

PORTLAND GENERAL ELECTRIC COMPANY

This 401(k) plan holds $1.1B in total assets and serves 2,935 participants as of 2023. It is sponsored by PORTLAND GENERAL ELECTRIC COMPANY in Oregon. The plan reported positive net income of $134M for the year.

Total Assets (2023)
$1.1B
Participants
2,935
State
Industry
Utilities

What the Filing Says About PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN

PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN is a 401(k) retirement plan sponsored by PORTLAND GENERAL ELECTRIC COMPANY, headquartered in Oregon. As of the 2023 Form 5500 filing, the plan reports $1.1B in total end-of-year assets and covers 2,935 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 930256820, and the plan has been effective since 2005-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $972M at the beginning of 2023 to $1.1B at year-end — a gain of 13.7%. Net assets (after liabilities) closed the year at $1.1B, with reported net income of $134M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$972M
Total Assets (End of Year)$1.1B
Net Assets (End of Year)$1.1B
Net Income$134M
Plan Type401(k)
Employer EIN930256820
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PORTLAND GENERAL ELECTRIC COMPANY)

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

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Frequently Asked Questions

How much money is in the PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN?
As of the 2023 Form 5500 filing, PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN holds $1.1B in total assets with 2,935 participants. It is sponsored by PORTLAND GENERAL ELECTRIC COMPANY.
What type of plan is PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN?
PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN is a 401(k) plan. It has been effective since 2005-01-01. The plan is filed with the U.S. Department of Labor under EIN 930256820.
Who sponsors the PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN?
PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN is sponsored by PORTLAND GENERAL ELECTRIC COMPANY, located in Oregon. The sponsor's EIN is 930256820 and the plan operates in the Utilities industry.
How did PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN perform in 2023?
PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN grew by 13.7% during 2023, moving from $972M to $1.1B in total assets. Net income was $134M.
Where can I find official filings for PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN?
Official Form 5500 filings for PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 930256820 or plan name at efast.dol.gov.
How does PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN compare to other plans?
You can compare PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN against other 401(k) plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 930256820.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.