401(k) · DOL Form 5500 · 2024

Energy Trust of Oregon, Inc. 401(k) Plan

Data updated 2026-08-11

$29M
Total assets
143
Participants
77th
Percentile by assets
$202,701
Avg per participant
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Official DOL plan name: Energy Trust of Oregon, Inc. Retirement Savings Plan · Sponsored by Energy Trust of Oregon, Inc. · Oregon · Utilities

$29M in assets, 143 participants

Energy Trust of Oregon, Inc.'s Energy Trust of Oregon, Inc. Retirement Savings Plan reported $29M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • 77th percentile by assets (of 123,622 plans)
  • #302 in Utilities (732 peers)

Coverage in Oregon

Energy Trust of Oregon, Inc. Retirement Savings Plan covers 143 participants in Oregon, about 32% of the average Oregon filer (state average ~443 per filing). Assets: $29M.

$29M
total plan assets (2024 EOY)
143
covered participants
77th
percentile by assets (of 123,622 plans)
$202,701
avg assets per participant

Where Energy Trust of Oregon, Inc. Retirement Savings Plan sits by total assets

Energy Trust of Oregon, Inc. Retirement Savings Plan vs every filed plan by assets

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

$28,986,306 Top 23% higher than 77% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Energy Trust of Oregon, Inc. Retirement Savings Plan reported participants rose from 114 in the plan year 2023 filing to 143 in the plan year 2024 filing.
  • Energy Trust of Oregon, Inc. Retirement Savings Plan end-of-year assets rose from $24M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Oregon
Industry
Utilities

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Energy Trust of Oregon, Inc. Retirement Savings Plan reports 143 participants - about 32% of that state average ($29M EOY assets).

Oregon filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN931313663
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Trust of Oregon, Inc.)

$15M$20M$25M$30M 202220232024 $19.6M $29M ▲ +47.6%
Total plan assets by year, all Energy Trust of Oregon, Inc. plans on file
Year Plans Participants Total Assets
2022 1 111 $20M
2023 1 114 $24M
2024 1 143 $29M

Nearby 401(k) Plans in Oregon

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

Energy Trust of Oregon, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Energy Trust of Oreg…, Total assets ($B): 0.028986306 · Participants: 143Energy Trust of Oreg…401(k) Savings and P…, Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and P…Daimler Truck North …, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North …Precision Castparts …, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts …Xpo Logistics Retire…, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retire…Pacificorp K Plus Em…, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Em…
Energy Trust of Oregon, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Energy Trust of Oregon, Inc. Retirement … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Energy Trust of Oregon, Inc. Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Energy Trust of Oregon, Inc. Retirement Savings Plan assets move in 2024? ▼
Energy Trust of Oregon, Inc. Retirement Savings Plan grew sharply - up 19.5% during 2024, from $24M to $29M. Reported net income was $5M.
How have Energy Trust of Oregon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Trust of Oregon, Inc.'s sponsor-wide assets grew 47.6%, from $20M to $29M.
Where does Energy Trust of Oregon, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Energy Trust of Oregon, Inc. Retirement Savings Plan ranks in the 77th 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 Energy Trust of Oregon, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hukariascendent, Inc. 401(k) Profit Sharing Plan in CO ($29M, 151 participants).

Next read for Energy Trust of Oregon, Inc. Retirement …

Filing takeaways

Ways to act on Energy Trust of Oregon, Inc. Retirement Savings Plan's numbers.

  • By total assets, Energy Trust of Oregon, Inc. Retirement Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Oregon. Compare plans
  • Energy Trust of Oregon, Inc.'s sponsor-wide assets have grown 47.6% since 2022 across 3 plan years on file. More Utilities plans

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 931313663.

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.