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
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
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.
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
Oregon filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $569K |
| Employer EIN | 931329922 |
| Plan Effective Date | 2013-07-01 |
| Filing Status | FILING 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
| 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.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.
- California Retina Associates 401(k) Plan (CA) 166 · 0 off
- Lightways Hospice and Serious Illness Care 401(k) Plan (IL) 166 · 0 off
- Air Conditioning Innovative Solutions 401(k) Plan (TX) 166 · 0 off
- The Amadas Group, Inc. Savings Plan (VA) 166 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.