401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$29M
Total assets Below avg plan size
143
Participants Small participant base
77th
Percentile by assets National rank
$202,701
Avg per participant Above avg balance/head
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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.

  • #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.

#302
in Utilities (732 peers)
+19.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Energy Trust of Oregon, Inc. Retirement Savings Plan's outsized position 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 $2,050,000,000 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

Energy Trust of Oregon, Inc. Retirement 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. Energy Trust of Oregon, Inc. Retirement Savings Plan sits mid-pack in the medium band (143 participants).

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 →

EBSA filing schedule strip

Filing strip 931313663 · Energy Trust of Oregon, Inc. PY 2024 · 401(k)

Energy Trust of Oregon, Inc. Retirement Savings Plan · $29M · 143 · 77th

  • SCH $29M
  • EBSA 143
  • PART 77th
  • TYPE 401(k)
  • NET near Hukariascendent, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #302

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 Utilities retirement plans → · Plans in Oregon →

Energy Trust of Oregon, Inc. Retirement Savings Plan in the asset neighbourhood

Energy Trust of Oregon, Inc. Retirement Savings PlanEnergy Trust of Oregon, Inc.…$29MHukariascendent, Inc. 401(k) Profit Sharing PlanHukariascendent, Inc. 401(k)…$29MM&r Strategic Services, Inc. 401(k) PlanM&r Strategic Services, Inc.…$29MAssociation of the Bar of the City of New York 401(k) PlanAssociation of the Bar of th…$29MInnovation Industries, Inc. 401(k) Plan and TrustInnovation Industries, Inc. …$29M
End-of-year total assets ($M) among Energy Trust of Oregon, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Energy Trust of Oregon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 47.58361493964619% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.6M $29M ▲ +47.6%
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 ($B) Participants Energy Trust of Oregon, Inc. Retirement Savings Plan, Total assets ($B): 0.028986306 · Participants: 143Energy Trust of Oregon, Inc. Retirement 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
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 Savings Plan side-by-side with 3 peers →

Energy Trust of Oregon, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Hukariascendent, Inc. 401(k) Profit Sharing Plan in CO ($29M); by covered participants it is Blairex Laboratories, Inc. 401(k) in IN (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 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).
Which 401(k) plans cover a similar participant headcount to Energy Trust of Oregon, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blairex Laboratories, Inc. 401(k) in IN (143 participants, N/A 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 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.