401(k) · DOL Form 5500 · 2024

PACIFICSOURCE 401(k) Plan

Data updated 2026-08-25

$184M
Total assets Near avg plan size
1,971
Participants Near avg headcount
94th
Percentile by assets National rank
$93,306
Avg per participant Below avg balance/head
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Official DOL plan name: Pacificsource 401(k) Plan · Sponsored by PACIFICSOURCE · Oregon · Finance & Insurance

$184M in assets, 1,971 participants

PACIFICSOURCE's Pacificsource 401(k) Plan reported $184M in total assets and 1,971 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,728 in Finance & Insurance (8,549 peers)

Coverage in Oregon

Pacificsource 401(k) Plan covers 1,971 participants in Oregon, 4.4x the typical Oregon plan (state average ~443 per filing). Assets: $184M.

#7,728
in Finance & Insurance (8,549 peers)
+24.6%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Pacificsource 401(k) Plan's outsized position by total assets

Pacificsource 401(k) Plan vs every filed plan by assets

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

$183,906,729 Top 6% higher than 94% 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

Pacificsource 401(k) 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. Pacificsource 401(k) Plan lands in the large band (1,971 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pacificsource 401(k) Plan end-of-year assets rose from $148M in the plan year 2023 filing to $184M in the plan year 2024 filing.
  • Pacificsource 401(k) Plan reported net income rose from $33M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Pacificsource 401(k) Plan reported participants rose from 1,787 in the plan year 2023 filing to 1,971 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 463939584 · PACIFICSOURCE PY 2024 · 401(k)

Pacificsource 401(k) Plan · $184M · 1,971 · 94th

  • VS-ST $184M
  • BOY 1,971
  • SCH 94th
  • EBSA 401(k)
  • PART near Cenovus Non-Represented 401(k) Plan
  • TYPE ind #7728

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 →

Pacificsource 401(k) Plan in the asset neighbourhood

Magic Leap Inc. 401(k) Plan$184MPacificsource 401(k) Plan$184MCenovus Non-Represented 401(k) PlanCenovus Non-Represented 401(…$184MAscend Learning LLC 401(k) PlanAscend Learning LLC 401(k) P…$184MSolairus Aviation 401(k) Plan$184M
End-of-year total assets ($M) among Pacificsource 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$148M
Net Assets (End of Year)$184M
Net Income$36M
Employer EIN463939584
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PACIFICSOURCE)

Sponsor-wide plan assets over time

All PACIFICSOURCE plans reported in each filing year

Latest sponsor-wide plan assets
$211M 41.10816003249777% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $149M $211M ▲ +41.1%
Year Plans Participants Total Assets
2022 2 1,838 $149M
2023 2 1,980 $185M
2024 2 2,157 $211M

Nearby 401(k) Plans in Oregon

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

Pacificsource 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -202468 Total assets ($B) Participants Pacificsource 401(k) Plan, Total assets ($B): 0.183906729 · Participants: 1971Pacificsource 401(k) 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
Pacificsource 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Pacificsource 401(k) Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Cenovus Non-Represented 401(k) Plan in OH ($184M); by covered participants it is Pkf O'connor Davies 401(k) Savings & Retirement Plan in NY (1,971 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($184M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,971 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 Pacificsource 401(k) Plan assets move in 2024? ▼
Pacificsource 401(k) Plan grew sharply - up 24.6% during 2024, from $148M to $184M. Reported net income was $36M.
How have PACIFICSOURCE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), PACIFICSOURCE's sponsor-wide assets grew 41.1%, from $149M to $211M.
Where does Pacificsource 401(k) Plan rank by assets among Form 5500 filers? ▼
Pacificsource 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pacificsource 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cenovus Non-Represented 401(k) Plan in OH ($184M, 639 participants).
Which 401(k) plans cover a similar participant headcount to Pacificsource 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pkf O'connor Davies 401(k) Savings & Retirement Plan in NY (1,971 participants, $336M 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 463939584.

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.