401(k) · DOL Form 5500 · 2024

Oregon Tool, Inc. 401(k) Plan

Data updated 2026-08-25

$295M
Total assets Near avg plan size
1,090
Participants Near avg headcount
96th
Percentile by assets National rank
$270,918
Avg per participant High balance/head
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Official DOL plan name: Oregon Tool 401(k) Retirement Profit Sharing Plus Plan · Sponsored by Oregon Tool, Inc. · Oregon · Manufacturing

$295M in assets, 1,090 participants

Oregon Tool, Inc.'s Oregon Tool 401(k) Retirement Profit Sharing Plus Plan reported $295M in total assets and 1,090 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #16,594 in Manufacturing (17,777 peers)

Coverage in Oregon

Oregon Tool 401(k) Retirement Profit Sharing Plus Plan covers 1,090 participants in Oregon, 2.5x the typical Oregon plan (state average ~443 per filing). Assets: $295M.

#16,594
in Manufacturing (17,777 peers)
+9.2%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Oregon Tool 401(k) Retirement Profit Sharing Plus Plan's outsized position by total assets

Oregon Tool 401(k) Retirement Profit Sharing Plus Plan vs every filed plan by assets

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

$295,301,114 Top 4% higher than 96% 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

Oregon Tool 401(k) Retirement Profit Sharing Plus 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. Oregon Tool 401(k) Retirement Profit Sharing Plus Plan lands in the large band (1,090 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oregon Tool 401(k) Retirement Profit Sharing Plus Plan reported net income rose from $16M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Oregon Tool 401(k) Retirement Profit Sharing Plus Plan reported participants fell from 1,285 in the plan year 2023 filing to 1,090 in the plan year 2024 filing.
  • Oregon Tool 401(k) Retirement Profit Sharing Plus Plan end-of-year assets rose from $270M in the plan year 2023 filing to $295M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 630593908 · Oregon Tool, Inc. PY 2024 · 401(k)

Oregon Tool 401(k) Retirement Profit Sharing Plus Plan · $295M · 1,090 · 96th

  • 5500 $295M
  • ASSETS 1,090
  • PCT 96th
  • EIN 401(k)
  • RANK near Ardent Mills, LLC Retirement Savings Plan (for Salaried Employees)
  • PHOTO ind #16594

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 Manufacturing retirement plans → · Plans in Oregon →

Oregon Tool 401(k) Retirement Profit Sharing Plus Plan in the asset neighbourhood

Life Care Companies LLC Retirement and 401(k) Savings PlanLife Care Companies LLC Reti…$295MLifestance Health 401(k) Plan$295MOregon Tool 401(k) Retirement Profit Sharing Plus PlanOregon Tool 401(k) Retiremen…$295MArdent Mills, LLC Retirement Savings Plan (for Salaried Employees)Ardent Mills, LLC Retirement…$295MUnited Community Banks, Inc. 401(k) PlanUnited Community Banks, Inc.…$295M
End-of-year total assets ($M) among Oregon Tool 401(k) Retirement Profit Sharing Plus Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$270M
Net Assets (End of Year)$295M
Net Income$25M
Employer EIN630593908
Plan Effective Date1976-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon Tool, Inc.)

Sponsor-wide plan assets over time

All Oregon Tool, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$357M 6.202839166117865% vs 2023
2024 filing year
$330M$340M$350M$360M 20232024 $336M $357M ▲ +6.2%
Year Plans Participants Total Assets
2023 2 1,455 $336M
2024 2 1,247 $357M

Nearby 401(k) Plans in Oregon

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

Oregon Tool 401(k) Retirement Profit Sharing Plus Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 02468 Total assets ($B) Participants Oregon Tool 401(k) Retirement Profit Sharing Plus Plan, Total assets ($B): 0.295301114 · Participants: 1090Oregon Tool 401(k) Retirement Profit Sharing Plus 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
Oregon Tool 401(k) Retirement Profit Sharing Plus Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Oregon Tool 401(k) Retirement Profit Sharing Plus Plan side-by-side with 3 peers →

Oregon Tool 401(k) Retirement Profit Sharing Plus Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Ardent Mills, LLC Retirement Savings Plan (for Salaried Employees) in CO ($295M); by covered participants it is Ultragenyx Pharmaceutical Inc. 401(k) Plan and Trust in CA (1,090 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,090 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 Oregon Tool 401(k) Retirement Profit Sharing Plus Plan assets move in 2024? ▼
Oregon Tool 401(k) Retirement Profit Sharing Plus Plan grew at a solid clip - up 9.2% during 2024, from $270M to $295M. Reported net income was $25M.
How have Oregon Tool, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Oregon Tool, Inc.'s sponsor-wide assets grew 6.2%, from $336M to $357M.
Where does Oregon Tool 401(k) Retirement Profit Sharing Plus Plan rank by assets among Form 5500 filers? ▼
Oregon Tool 401(k) Retirement Profit Sharing Plus Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Oregon Tool 401(k) Retirement Profit Sharing Plus Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ardent Mills, LLC Retirement Savings Plan (for Salaried Employees) in CO ($295M, 2,388 participants).
Which 401(k) plans cover a similar participant headcount to Oregon Tool 401(k) Retirement Profit Sharing Plus Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ultragenyx Pharmaceutical Inc. 401(k) Plan and Trust in CA (1,090 participants, $218M 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 630593908.

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.