401(k) · DOL Form 5500 · 2023
Options for Southern Oregon, Inc. 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 457
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $52,650
- Avg per participant Low balance/head
Official DOL plan name: Options for Southern Oregon, Inc. 403(b) Plan · Sponsored by Options for Southern Oregon, Inc. · Oregon · Healthcare & Social Assistance
$24M in assets, 457 participants
Options for Southern Oregon, Inc.'s Options for Southern Oregon, Inc. 403(b) Plan reported $24M in total assets and 457 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #14,080 in Healthcare & Social Assistance (17,684 peers)
Where Options for Southern Oregon, Inc. 403(b) Plan sits by assets
Options for Southern Oregon, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $24M for 457 participants (~$52,650/participant), up 16.1% in 2023.
- #14,080
- in Healthcare & Social Assistance (17,684 peers)
- +16.1%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Options for Southern Oregon, Inc. 403(b) Plan's outsized position by total assets
Options for Southern Oregon, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,061,026 Top 24% higher than 76% 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
Options for Southern Oregon, 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. Options for Southern Oregon, Inc. 403(b) Plan sits mid-pack in the medium band (457 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Options for Southern Oregon, Inc. 403(b) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Options for Southern Oregon, Inc. 403(b) Plan reported participants rose from 408 in the plan year 2022 filing to 457 in the plan year 2023 filing.
- Options for Southern Oregon, Inc. 403(b) Plan reported net income rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 930804385 · Options for Southern Oregon, Inc. PY 2023 · 401(k)
Options for Southern Oregon, Inc. 403(b) Plan · $24M · 457 · 76th
- IND $24M
- IND 457
- IND 76th
- IND 401(k)
- IND near Fairlead Integrated, LLC 401(k) Plan
- IND ind #14080
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 →
Options for Southern Oregon, Inc. 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 930804385 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Options for Southern Oregon, Inc.)
Sponsor-wide plan assets over time
All Options for Southern Oregon, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 38.71914248790905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 408 | $21M |
| 2023 | 1 | 457 | $24M |
| 2024 | 1 | 494 | $29M |
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
Options for Southern Oregon, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Fairlead Integrated, LLC 401(k) Plan in VA ($24M); by covered participants it is Tol 401(k) Retirement Plan in TX (457 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Fairlead Integrated, LLC 401(k) Plan (VA) $24M · 386
- Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan (TX) $24M · 119
- Brain Corporation 401(k) Plan (CA) $24M · 206
- Legal Aid Bureau, Inc. 401(k) Plan (MD) $24M · 343
Similar participant headcount
Nearest other-state filings by covered participants (457 participants); asset peers above are excluded.
- Tol 401(k) Retirement Plan (TX) 457 · 0 off
- Wb Holdings, Inc. 401(k) Plan (WI) 457 · 0 off
- Puckett Machinery Company 401(k) Retirement Savings Plan and Trust (MS) 457 · 0 off
- Lexipol Company Retirement Readiness 401(k) Plan (TX) 457 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.