401(k) · DOL Form 5500 · 2024
Board of Trustees Office & Professional Employees Ret Plan 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 2,265
- Participants Above avg headcount
- 79th
- Percentile by assets National rank
- $15,232
- Avg per participant Low balance/head
Official DOL plan name: Office & Professional Employees Retirement Plan · Sponsored by Board of Trustees Office & Professional Employees Ret Plan · Oregon · Administrative & Support Services
$34M in assets, 2,265 participants
Board of Trustees Office & Professional Employees Ret Plan's Office & Professional Employees Retirement Plan reported $34M in total assets and 2,265 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #3,904 in Administrative & Support Services (4,368 peers)
Coverage in Oregon
Office & Professional Employees Retirement Plan covers 2,265 participants in Oregon, 5.1x the typical Oregon plan (state average ~443 per filing). Assets: $34M.
- #3,904
- in Administrative & Support Services (4,368 peers)
- +12.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Office & Professional Employees Retirement Plan's outsized position by total assets
Office & Professional Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,499,408 Top 21% higher than 79% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Office & Professional Employees Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Office & Professional Employees Retirement Plan lands in the large band (2,265 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Office & Professional Employees Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Office & Professional Employees Retirement Plan end-of-year assets rose from $31M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Office & Professional Employees Retirement Plan reported participants rose from 2,049 in the plan year 2023 filing to 2,265 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 911337614 · Board of Trustees Office & Professional Employees Ret Plan PY 2024 · 401(k)
Office & Professional Employees Retirement Plan · $34M · 2,265 · 79th
- BOY $34M
- SCH 2,265
- EBSA 79th
- PART 401(k)
- TYPE near Archaea Employee Savings Plan
- NET ind #3904
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 Administrative & Support Services retirement plans → · Plans in Oregon →
Office & Professional Employees Retirement Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $4M |
| Employer EIN | 911337614 |
| Plan Effective Date | 1980-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Office & Professional Employees Ret Plan)
Sponsor-wide plan assets over time
All Board of Trustees Office & Professional Employees Ret Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 34.2267672142266% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,892 | $26M |
| 2023 | 1 | 2,049 | $31M |
| 2024 | 1 | 2,265 | $34M |
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 · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Office & Professional Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Archaea Employee Savings Plan in TX ($34M); by covered participants it is America's Car Mart, Inc. 401(k) Plan in AR (2,265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,265 participants); asset peers above are excluded.
- America's Car Mart, Inc. 401(k) Plan (AR) 2,265 · 0 off
- New Horizon Kids Quest, Inc. 401(k) Retirement Savings Plan (MN) 2,265 · 0 off
- Wellington Retirement and Pension Plan (MA) 2,265 · 0 off
- Nes Global, LLC 401(k) Profit Sharing Plan and Trust (TX) 2,266 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.