401(k) · DOL Form 5500 · 2023

Kids Unlimited of Oregon 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
166
Participants Small participant base
32nd
Percentile by assets National rank
$14,261
Avg per participant Low balance/head
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Official DOL plan name: Kids Unlimited of Oregon 401(k) Plan · Sponsored by Kids Unlimited of Oregon · Oregon · Educational Services

$2M in assets, 166 participants

Kids Unlimited of Oregon's Kids Unlimited of Oregon 401(k) Plan reported $2M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #791 in Educational Services (3,735 peers)

Coverage in Oregon

Kids Unlimited of Oregon 401(k) Plan covers 166 participants in Oregon, about 37% of the average Oregon filer (state average ~443 per filing). Assets: $2M.

#791
in Educational Services (3,735 peers)
+31.6%
assets growth YoY

Kids Unlimited of Oregon 401(k) Plan among the smaller filed plans by assets

Kids Unlimited of Oregon 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,367,279 32nd percentile higher than 32% of 127,068 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 2023

Kids Unlimited of Oregon 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kids Unlimited of Oregon 401(k) Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kids Unlimited of Oregon 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kids Unlimited of Oregon 401(k) Plan reported participants rose from 141 in the plan year 2022 filing to 166 in the plan year 2023 filing.
  • Kids Unlimited of Oregon 401(k) Plan reported net income rose from $492K in the plan year 2022 filing to $569K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 931329922 · Kids Unlimited of Oregon PY 2023 · 401(k)

Kids Unlimited of Oregon 401(k) Plan · $2M · 166 · 32nd

  • RANK $2M
  • PHOTO 166
  • IND 32nd
  • EOY 401(k)
  • 5500 near Cdm Holdings, LLC 401(k) Plan
  • ASSETS ind #791

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 Educational Services retirement plans → · Plans in Oregon →

Kids Unlimited of Oregon 401(k) Plan in the asset neighbourhood

Kids Unlimited of Oregon 401(k) PlanKids Unlimited of Oregon 401…$2MCdm Holdings, LLC 401(k) Plan$2MVista Metals Georgia Production Employees 401(k) PlanVista Metals Georgia Product…$2MAlta Cima Corp 401(k) Plan$2MWpcs International - Suisun City, Inc. 401(k) PlanWpcs International - Suisun …$2M
End-of-year total assets ($M) among Kids Unlimited of Oregon 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$569K
Employer EIN931329922
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kids Unlimited of Oregon)

Sponsor-wide plan assets over time

All Kids Unlimited of Oregon plans reported in each filing year

Latest sponsor-wide plan assets
$3M 55.657190574091764% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.8M $2.8M ▲ +55.6%
Year Plans Participants Total Assets
2022 1 141 $2M
2023 1 166 $2M
2024 1 118 $3M

Nearby 401(k) Plans in Oregon

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

Kids Unlimited of Oregon 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Kids Unlimited of Oregon 401(k) Plan, Total assets ($B): 0.002367279 · Participants: 166Kids Unlimited of Oregon 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Kids Unlimited of Oregon 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

Kids Unlimited of Oregon 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Cdm Holdings, LLC 401(k) Plan in MA ($2M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kids Unlimited of Oregon 401(k) Plan assets move in 2023?
Kids Unlimited of Oregon 401(k) Plan surged - up 31.6% during 2023, from $2M to $2M. Reported net income was $569K.
How have Kids Unlimited of Oregon plan assets changed over time?
Across 3 plan years on file (2022-2024), Kids Unlimited of Oregon's sponsor-wide assets grew 55.7%, from $2M to $3M.
Which 401(k) plans are similar in size to Kids Unlimited of Oregon 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Cdm Holdings, LLC 401(k) Plan in MA ($2M, 238 participants).
Which 401(k) plans cover a similar participant headcount to Kids Unlimited of Oregon 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K in assets).