401(k) · DOL Form 5500 · 2023

Oregon Education Association 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
88
Participants Small participant base
69th
Percentile by assets National rank
$187,752
Avg per participant Above avg balance/head
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Official DOL plan name: Oregon Education Association 401(k) Plan · Sponsored by Oregon Education Association · Oregon · Other Services

$17M in assets, 88 participants

Oregon Education Association's Oregon Education Association 401(k) Plan reported $17M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,511 in Other Services (7,857 peers)

Oregon Education Association multi-year trail

Oregon Education Association's plans moved +14.1% in assets from 2022 to 2024; this filing shows Oregon Education Association 401(k) Plan at $17M / 88 participants.

#6,511
in Other Services (7,857 peers)
+19.5%
assets growth YoY

Oregon Education Association 401(k) Plan's outsized position by total assets

Oregon Education Association 401(k) Plan vs every filed plan by assets

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

$16,522,193 Top 31% higher than 69% 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

Oregon Education Association 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oregon Education Association 401(k) Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oregon Education Association 401(k) Plan reported net income rose from $709K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Oregon Education Association 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Oregon Education Association 401(k) Plan reported participants fell from 94 in the plan year 2022 filing to 88 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930243443 · Oregon Education Association PY 2023 · 401(k)

Oregon Education Association 401(k) Plan · $17M · 88 · 69th

  • PART $17M
  • TYPE 88
  • NET 69th
  • BOOK 401(k)
  • VS-ST near Pan Communications, Inc. 401(k) Profit Sharing Plan & Trust
  • BOY ind #6511

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 Other Services retirement plans → · Plans in Oregon →

Oregon Education Association 401(k) Plan in the asset neighbourhood

Oregon Education Association 401(k) PlanOregon Education Association…$17MPan Communications, Inc. 401(k) Profit Sharing Plan & TrustPan Communications, Inc. 401…$17MSimplythick, LLC 401(k) Plan$17MBluware 401(k) Plan$17MThe Magnet Group 401(k) Benefit PlanThe Magnet Group 401(k) Bene…$17M
End-of-year total assets ($M) among Oregon Education Association 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon Education Association multi-year asset trail

Sponsor-wide plan assets over time

All Oregon Education Association plans reported in each filing year

Latest sponsor-wide plan assets
$63M 14.090656324577791% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $55.1M $62.9M ▲ +14.1%
Year Plans Participants Total Assets
2022 2 180 $55M
2023 2 166 $61M
2024 2 175 $63M

Oregon Education Association filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN930243443
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Oregon Education Association 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Oregon Education Association 401(k) Plan, Total assets ($B): 0.016522193 · Participants: 88Oregon Education Association 401(k) 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
Oregon Education Association 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Oregon Education Association 401(k) Plan side-by-side with 3 peers →

Oregon Education Association 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Pan Communications, Inc. 401(k) Profit Sharing Plan & Trust in MA ($17M); by covered participants it is Martines Palmeiro Construction 401(k) Plan in CO (88 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Oregon Education Association 401(k) Plan assets move in 2023? ▼
Oregon Education Association 401(k) Plan grew sharply - up 19.5% during 2023, from $14M to $17M. Reported net income was $3M.
How have Oregon Education Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon Education Association's sponsor-wide assets grew 14.1%, from $55M to $63M.
Which 401(k) plans are similar in size to Oregon Education Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pan Communications, Inc. 401(k) Profit Sharing Plan & Trust in MA ($17M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Oregon Education Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Martines Palmeiro Construction 401(k) Plan in CO (88 participants, N/A 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 930243443.

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.