401(k) · DOL Form 5500 · 2023

Outside in 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
196
Participants Below avg headcount
45th
Percentile by assets National rank
$26,823
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Outside in 403(b) Plan · Sponsored by Outside in · Oregon · Healthcare & Social Assistance

$5M in assets, 196 participants

Outside in's Outside in 403(b) Plan reported $5M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,749 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Outside in 403(b) Plan covers 196 participants in Oregon, about 44% of the average Oregon filer (state average ~443 per filing). Assets: $5M.

#8,749
in Healthcare & Social Assistance (17,684 peers)
+33.0%
assets growth YoY

Outside in 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Outside in 403(b) Plan vs every filed plan by assets

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

$5,257,212 45th percentile higher than 45% 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

Outside in 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. Outside in 403(b) Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Outside in 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Outside in 403(b) Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Outside in 403(b) Plan reported participants rose from 168 in the plan year 2022 filing to 196 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930567549 · Outside in PY 2023 · 401(k)

Outside in 403(b) Plan · $5M · 196 · 45th

  • PCT $5M
  • EIN 196
  • RANK 45th
  • PHOTO 401(k)
  • IND near Carlton Enterprises, Inc. 401(k) Retirement Savings Plan
  • EOY ind #8749

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 →

Outside in 403(b) Plan in the asset neighbourhood

Outside in 403(b) Plan$5MCarlton Enterprises, Inc. 401(k) Retirement Savings PlanCarlton Enterprises, Inc. 40…$5MC.H. Hanson Co. Employees Profit Sharing & 401(k) Savings PlanC.H. Hanson Co. Employees Pr…$5MPferd Inc. 401(k) Profit Sharing PlanPferd Inc. 401(k) Profit Sha…$5MFuyao Automotive North America 401(k) PlanFuyao Automotive North Ameri…$5M
End-of-year total assets ($M) among Outside in 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN930567549
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Outside in)

Sponsor-wide plan assets over time

All Outside in plans reported in each filing year

Latest sponsor-wide plan assets
$7M 70.42735994170984% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $3.95M $6.74M ▲ +70.6%
Year Plans Participants Total Assets
2022 1 168 $4M
2023 1 196 $5M
2024 1 214 $7M

Nearby 401(k) Plans in Oregon

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

Outside in 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Outside in 403(b) Plan, Total assets ($B): 0.005257212 · Participants: 196Outside in 403(b) 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
Outside in 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Outside in 403(b) Plan side-by-side with 3 peers →

Outside in 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Carlton Enterprises, Inc. 401(k) Retirement Savings Plan in OK ($5M); by covered participants it is Logicworks 401(k) Plan in NY (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Outside in 403(b) Plan assets move in 2023? ▼
Outside in 403(b) Plan surged - up 33.0% during 2023, from $4M to $5M. Reported net income was $1M.
How have Outside in plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Outside in's sponsor-wide assets grew 70.4%, from $4M to $7M.
Which 401(k) plans are similar in size to Outside in 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carlton Enterprises, Inc. 401(k) Retirement Savings Plan in OK ($5M, 54 participants).
Which 401(k) plans cover a similar participant headcount to Outside in 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Logicworks 401(k) Plan in NY (196 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 930567549.

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.