401(k) · DOL Form 5500 · 2024

Aaa Oregon/Idaho 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
468
Participants Below avg headcount
84th
Percentile by assets National rank
$109,752
Avg per participant Below avg balance/head
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Official DOL plan name: Aaa Oregon/Idaho Qualified Employee Savings Plan · Sponsored by Aaa Oregon/Idaho · Oregon · Finance & Insurance

$51M in assets, 468 participants

Aaa Oregon/Idaho's Aaa Oregon/Idaho Qualified Employee Savings Plan reported $51M in total assets and 468 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,494 in Finance & Insurance (8,549 peers)

Where Aaa Oregon/Idaho Qualified Employee Savings Plan sits by assets

Aaa Oregon/Idaho Qualified Employee Savings Plan sits in the top quartile of all filed plans by assets, $51M for 468 participants (~$109,752/participant), up 15.5% in 2024.

#6,494
in Finance & Insurance (8,549 peers)
+15.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Aaa Oregon/Idaho Qualified Employee Savings Plan's outsized position by total assets

Aaa Oregon/Idaho Qualified Employee Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$51,363,703 Top 16% higher than 84% of 123,620 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 2024

Aaa Oregon/Idaho Qualified Employee Savings 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. Aaa Oregon/Idaho Qualified Employee Savings Plan sits mid-pack in the medium band (468 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aaa Oregon/Idaho Qualified Employee Savings Plan end-of-year assets rose from $44M in the plan year 2023 filing to $51M in the plan year 2024 filing.
  • Aaa Oregon/Idaho Qualified Employee Savings Plan reported participants rose from 444 in the plan year 2023 filing to 468 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 930243420 · Aaa Oregon/Idaho PY 2024 · 401(k)

Aaa Oregon/Idaho Qualified Employee Savings Plan · $51M · 468 · 84th

  • 5500 $51M
  • 5500 468
  • 5500 84th
  • 5500 401(k)
  • 5500 near West Liberty Foods, L.L.C. Employee Savings Plan
  • 5500 ind #6494

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 Oregon →

Aaa Oregon/Idaho Qualified Employee Savings Plan in the asset neighbourhood

Sbm Management Services, LP 401(k) Savings PlanSbm Management Services, LP …$51MAaa Oregon/Idaho Qualified Employee Savings PlanAaa Oregon/Idaho Qualified E…$51MWest Liberty Foods, L.L.C. Employee Savings PlanWest Liberty Foods, L.L.C. E…$51MAscend Federal Credit Union Cash or Deferred Compensation PlanAscend Federal Credit Union …$51MNippon Life Group 401(k) Plan$51M
End-of-year total assets ($M) among Aaa Oregon/Idaho Qualified Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$51M
Net Income$7M
Employer EIN930243420
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aaa Oregon/Idaho)

Sponsor-wide plan assets over time

All Aaa Oregon/Idaho plans reported in each filing year

Latest sponsor-wide plan assets
$51M 36.527942817628855% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.6M $51.4M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 398 $38M
2023 1 444 $44M
2024 1 468 $51M

Nearby 401(k) Plans in Oregon

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

Aaa Oregon/Idaho Qualified Employee Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Aaa Oregon/Idaho Qualified Employee Savings Plan, Total assets ($B): 0.051363703 · Participants: 468Aaa Oregon/Idaho Qualified Employee Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Aaa Oregon/Idaho Qualified Employee Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Aaa Oregon/Idaho Qualified Employee Savings Plan side-by-side with 3 peers →

Aaa Oregon/Idaho Qualified Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is West Liberty Foods, L.L.C. Employee Savings Plan in IA ($51M); by covered participants it is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (468 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (468 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aaa Oregon/Idaho Qualified Employee Savings Plan assets move in 2024? ▼
Aaa Oregon/Idaho Qualified Employee Savings Plan grew sharply - up 15.5% during 2024, from $44M to $51M. Reported net income was $7M.
How have Aaa Oregon/Idaho plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aaa Oregon/Idaho's sponsor-wide assets grew 36.5%, from $38M to $51M.
Where does Aaa Oregon/Idaho Qualified Employee Savings Plan rank by assets among Form 5500 filers? ▼
Aaa Oregon/Idaho Qualified Employee Savings Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Aaa Oregon/Idaho Qualified Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is West Liberty Foods, L.L.C. Employee Savings Plan in IA ($51M, 1,915 participants).
Which 401(k) plans cover a similar participant headcount to Aaa Oregon/Idaho Qualified Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (468 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930243420.

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.