401(k) · DOL Form 5500 · 2024

Willamette Valley Bank 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
149
Participants Small participant base
60th
Percentile by assets National rank
$81,085
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Willamette Valley Bank 401(k) Profit Sharing Plan · Sponsored by Willamette Valley Bank · Oregon · Finance & Insurance

$12M in assets, 149 participants

Willamette Valley Bank's Willamette Valley Bank 401(k) Profit Sharing Plan reported $12M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,740 in Finance & Insurance (8,549 peers)

Coverage in Oregon

Willamette Valley Bank 401(k) Profit Sharing Plan covers 149 participants in Oregon, about 34% of the average Oregon filer (state average ~443 per filing). Assets: $12M.

#3,740
in Finance & Insurance (8,549 peers)
-8.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Willamette Valley Bank 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Willamette Valley Bank 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,081,710 Top 40% higher than 60% 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

Willamette Valley Bank 401(k) Profit Sharing 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. Willamette Valley Bank 401(k) Profit Sharing Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Willamette Valley Bank 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Willamette Valley Bank 401(k) Profit Sharing Plan reported participants fell from 177 in the plan year 2023 filing to 149 in the plan year 2024 filing.
  • Willamette Valley Bank 401(k) Profit Sharing Plan end-of-year assets fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 931277376 · Willamette Valley Bank PY 2024 · 401(k)

Willamette Valley Bank 401(k) Profit Sharing Plan · $12M · 149 · 60th

  • PHOTO $12M
  • IND 149
  • EOY 60th
  • 5500 401(k)
  • ASSETS near Zidian Management Corp. Dba the Zidian Group 401(k) Profit Sharing Plan
  • PCT ind #3740

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 →

Willamette Valley Bank 401(k) Profit Sharing Plan in the asset neighbourhood

Willamette Valley Bank 401(k) Profit Sharing PlanWillamette Valley Bank 401(k…$12MZidian Management Corp. Dba the Zidian Group 401(k) Profit Sharing PlanZidian Management Corp. Dba …$12MCream-O-Land Dairy, Inc. 401(k) PlanCream-O-Land Dairy, Inc. 401…$12MCcb Community Bank 401(k) Profit Sharing PlanCcb Community Bank 401(k) Pr…$12MSmith Mazure, P.C. 401(k) Savings PlanSmith Mazure, P.C. 401(k) Sa…$12M
End-of-year total assets ($M) among Willamette Valley Bank 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN931277376
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willamette Valley Bank)

Sponsor-wide plan assets over time

All Willamette Valley Bank plans reported in each filing year

Latest sponsor-wide plan assets
$12M 6.133871564391258% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.4M $12.1M ▲ +6.2%
Year Plans Participants Total Assets
2022 1 223 $11M
2023 1 177 $13M
2024 1 149 $12M

Nearby 401(k) Plans in Oregon

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

Willamette Valley Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Willamette Valley Bank 401(k) Profit Sharing Plan, Total assets ($B): 0.01208171 · Participants: 149Willamette Valley Bank 401(k) Profit Sharing 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
Willamette Valley Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Willamette Valley Bank 401(k) Profit Sharing Plan side-by-side with 3 peers →

Willamette Valley Bank 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Zidian Management Corp. Dba the Zidian Group 401(k) Profit Sharing Plan in NJ ($12M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Willamette Valley Bank 401(k) Profit Sharing Plan assets move in 2024? ▼
Willamette Valley Bank 401(k) Profit Sharing Plan pulled back noticeably - down 8.3% during 2024, from $13M to $12M. Reported net income was -$1M.
How have Willamette Valley Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willamette Valley Bank's sponsor-wide assets grew 6.1%, from $11M to $12M.
Which 401(k) plans are similar in size to Willamette Valley Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zidian Management Corp. Dba the Zidian Group 401(k) Profit Sharing Plan in NJ ($12M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Willamette Valley Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants, $646K 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 931277376.

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.