401(k) · DOL Form 5500 · 2024

Careoregon, Inc. 401(k) Plan

Data updated 2026-08-25

$188M
Total assets Near avg plan size
1,486
Participants Near avg headcount
94th
Percentile by assets National rank
$126,422
Avg per participant Near avg balance/head
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Official DOL plan name: Careoregon, Inc. 401(k) Plan · Sponsored by Careoregon, Inc. · Oregon · Finance & Insurance

$188M in assets, 1,486 participants

Careoregon, Inc.'s Careoregon, Inc. 401(k) Plan reported $188M in total assets and 1,486 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,738 in Finance & Insurance (8,549 peers)

Coverage in Oregon

Careoregon, Inc. 401(k) Plan covers 1,486 participants in Oregon, 3.4x the typical Oregon plan (state average ~443 per filing). Assets: $188M.

#7,738
in Finance & Insurance (8,549 peers)
+24.5%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Careoregon, Inc. 401(k) Plan's outsized position by total assets

Careoregon, Inc. 401(k) Plan vs every filed plan by assets

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

$187,863,787 Top 6% higher than 94% 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

Careoregon, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Careoregon, Inc. 401(k) Plan lands in the large band (1,486 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Careoregon, Inc. 401(k) Plan end-of-year assets rose from $151M in the plan year 2023 filing to $188M in the plan year 2024 filing.
  • Careoregon, Inc. 401(k) Plan reported participants rose from 1,227 in the plan year 2023 filing to 1,486 in the plan year 2024 filing.
  • Careoregon, Inc. 401(k) Plan reported net income rose from $36M in the plan year 2023 filing to $37M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 930933975 · Careoregon, Inc. PY 2024 · 401(k)

Careoregon, Inc. 401(k) Plan · $188M · 1,486 · 94th

  • RANK $188M
  • RANK 1,486
  • RANK 94th
  • RANK 401(k)
  • RANK near Arlanxeo USA LLC Defined Contribution Plan
  • RANK ind #7738

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 →

Careoregon, Inc. 401(k) Plan in the asset neighbourhood

Pape-Dawson Consulting Engineers, LLC. Employee 401(k) PlanPape-Dawson Consulting Engin…$188MAnesthesia Practice Consultants, P.C. Savings and Retirement PlanAnesthesia Practice Consulta…$188MArlanxeo USA LLC Defined Contribution PlanArlanxeo USA LLC Defined Con…$188MCareoregon, Inc. 401(k) Plan$188MGlenn O. Hawbaker, Inc. Benefit PlanGlenn O. Hawbaker, Inc. Bene…$188M
End-of-year total assets ($M) among Careoregon, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$151M
Net Assets (End of Year)$188M
Net Income$37M
Employer EIN930933975
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Careoregon, Inc.)

Sponsor-wide plan assets over time

All Careoregon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$188M 63.17892030734451% vs 2022
2024 filing year
$100M$150M$200M 202220232024 $115M $188M ▲ +63.2%
Year Plans Participants Total Assets
2022 1 1,059 $115M
2023 1 1,227 $151M
2024 1 1,486 $188M

Nearby 401(k) Plans in Oregon

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

Careoregon, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Careoregon, Inc. 401(k) Plan, Total assets ($B): 0.187863787 · Participants: 1486Careoregon, Inc. 401(k) 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
Careoregon, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Careoregon, Inc. 401(k) Plan side-by-side with 3 peers →

Careoregon, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Arlanxeo USA LLC Defined Contribution Plan in PA ($188M); by covered participants it is Momentive Performance Materials Savings Plan in NY (1,486 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,486 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 Careoregon, Inc. 401(k) Plan assets move in 2024? ▼
Careoregon, Inc. 401(k) Plan grew sharply - up 24.5% during 2024, from $151M to $188M. Reported net income was $37M.
How have Careoregon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Careoregon, Inc.'s sponsor-wide assets grew 63.2%, from $115M to $188M.
Where does Careoregon, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Careoregon, Inc. 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Careoregon, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arlanxeo USA LLC Defined Contribution Plan in PA ($188M, 319 participants).
Which 401(k) plans cover a similar participant headcount to Careoregon, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Momentive Performance Materials Savings Plan in NY (1,486 participants, $498M 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 930933975.

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.