401(k) · DOL Form 5500 · 2023
O Bee Credit Union 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 129
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $94,373
- Avg per participant Below avg balance/head
Official DOL plan name: O Bee Credit Union 401(k) Plan · Sponsored by O Bee Credit Union · Washington · Finance & Insurance
$12M in assets, 129 participants
O Bee Credit Union's O Bee Credit Union 401(k) Plan reported $12M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #4,236 in Finance & Insurance (8,869 peers)
Coverage in Washington
O Bee Credit Union 401(k) Plan covers 129 participants in Washington, about 9% of the average Washington filer (state average ~1,476 per filing). Assets: $12M.
- #4,236
- in Finance & Insurance (8,869 peers)
- +21.0%
- assets growth YoY
O Bee Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
O Bee Credit Union 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,174,173 Top 37% higher than 63% 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
O Bee Credit Union 401(k) 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. O Bee Credit Union 401(k) Plan sits mid-pack in the medium band (129 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- O Bee Credit Union 401(k) Plan reported net income rose from -$197K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- O Bee Credit Union 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- O Bee Credit Union 401(k) Plan reported participants rose from 116 in the plan year 2022 filing to 129 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 910639210 · O Bee Credit Union PY 2023 · 401(k)
O Bee Credit Union 401(k) Plan · $12M · 129 · 63rd
- BOY $12M
- BOY 129
- BOY 63rd
- BOY 401(k)
- BOY near Mcneill Baur PLLC 401(k) Plan
- BOY ind #4236
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 Washington →
O Bee Credit Union 401(k) Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 910639210 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O Bee Credit Union)
Sponsor-wide plan assets over time
All O Bee Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 38.58419262025866% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 116 | $10M |
| 2023 | 1 | 129 | $12M |
| 2024 | 1 | 128 | $14M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
O Bee Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Mcneill Baur PLLC 401(k) Plan in PA ($12M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Mcneill Baur PLLC 401(k) Plan (PA) $12M · 52
- Terma Inc. 401(k) Profit Sharing Plan and Trust (GA) $12M · 72
- Deployed Resources LLC 401(k) Plan (NY) $12M · 600
- Makeready 401(k) Plan (TX) $12M · 935
Similar participant headcount
Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.
- Agmus Ventures Retirement Plan (FL) 129 · 0 off
- Moulton Logistics Management (CA) 129 · 0 off
- Southland Envelope Company, Inc. 401(k) Profit Sharing Plan (CA) 129 · 0 off
- Pml, Inc. 401(k) Retirement Plan (TN) 129 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.