401(k) · DOL Form 5500 · 2024
Zupan Enterprises Oregon Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 215
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $54,192
- Avg per participant Low balance/head
Official DOL plan name: Zupan Stores Savings & Investment Plan · Sponsored by Zupan Enterprises Oregon Inc. · Oregon · Retail Trade
$12M in assets, 215 participants
Zupan Enterprises Oregon Inc.'s Zupan Stores Savings & Investment Plan reported $12M in total assets and 215 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #5,638 in Retail Trade (8,048 peers)
Coverage in Oregon
Zupan Stores Savings & Investment Plan covers 215 participants in Oregon, about 48% of the average Oregon filer (state average ~443 per filing). Assets: $12M.
- #5,638
- in Retail Trade (8,048 peers)
- +19.2%
- assets growth YoY
Zupan Stores Savings & Investment Plan's mid-pack asset rank among Retail Trade and all filers
Zupan Stores Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,651,351 Top 41% higher than 59% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Zupan Stores Savings & Investment Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zupan Stores Savings & Investment Plan sits mid-pack in the medium band (215 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zupan Stores Savings & Investment Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Zupan Stores Savings & Investment Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Zupan Stores Savings & Investment Plan reported participants rose from 210 in the plan year 2023 filing to 215 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 823755798 · Zupan Enterprises Oregon Inc. PY 2024 · 401(k)
Zupan Stores Savings & Investment Plan · $12M · 215 · 59th
- PHOTO $12M
- PHOTO 215
- PHOTO 59th
- PHOTO 401(k)
- PHOTO near Hatteras Press, Inc. 401(k) Retirement Plan & Trust
- PHOTO ind #5638
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 Retail Trade retirement plans → · Plans in Oregon →
Zupan Stores Savings & Investment Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 823755798 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zupan Enterprises Oregon Inc.)
Sponsor-wide plan assets over time
All Zupan Enterprises Oregon Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 39.1278519096636% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 204 | $8M |
| 2023 | 1 | 210 | $10M |
| 2024 | 1 | 215 | $12M |
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 · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Zupan Stores Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Hatteras Press, Inc. 401(k) Retirement Plan & Trust in NJ ($12M); by covered participants it is Systel Business Equipment Co., Inc. 401(k) Psp in NC (215 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Hatteras Press, Inc. 401(k) Retirement Plan & Trust (NJ) $12M · 227
- Pedulla Excavating and Paving, Inc.401(k) Profit Sharing Plan (NC) $12M · 133
- Printograph, Inc. 401(k) Plan (CA) $12M · 291
- Vroom 401(k) Plan (CA) $12M · 794
Similar participant headcount
Nearest other-state filings by covered participants (215 participants); asset peers above are excluded.
- Systel Business Equipment Co., Inc. 401(k) Psp (NC) 215 · 0 off
- Caran Precision Eng. & Mfg. Corp. Retirement Savings Plan (CA) 215 · 0 off
- Slawson Companies, Inc. Tax Advantage Plan (KS) 215 · 0 off
- Keystone Technologies, LLC 401(k) Plan (PA) 215 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.