401(k) · DOL Form 5500 · 2024

Rogue Credit Union 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
632
Participants Below avg headcount
85th
Percentile by assets National rank
$84,142
Avg per participant Below avg balance/head
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Official DOL plan name: Rogue Credit Union Capital Accumulation Plan · Sponsored by Rogue Credit Union · Oregon · Finance & Insurance

$53M in assets, 632 participants

Rogue Credit Union's Rogue Credit Union Capital Accumulation Plan reported $53M in total assets and 632 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,543 in Finance & Insurance (8,549 peers)

Where Rogue Credit Union Capital Accumulation Plan sits by assets

Rogue Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $53M for 632 participants (~$84,142/participant), up 17.4% in 2024.

#6,543
in Finance & Insurance (8,549 peers)
+17.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Rogue Credit Union Capital Accumulation Plan's outsized position by total assets

Rogue Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$53,177,826 Top 15% higher than 85% 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

Rogue Credit Union Capital Accumulation 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. Rogue Credit Union Capital Accumulation Plan sits mid-pack in the medium band (632 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rogue Credit Union Capital Accumulation Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Rogue Credit Union Capital Accumulation Plan end-of-year assets rose from $45M in the plan year 2023 filing to $53M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 930491115 · Rogue Credit Union PY 2024 · 401(k)

Rogue Credit Union Capital Accumulation Plan · $53M · 632 · 85th

  • PHOTO $53M
  • PHOTO 632
  • PHOTO 85th
  • PHOTO 401(k)
  • PHOTO near Netcracker Technology Corporation 401(k) Profit Sharing
  • PHOTO ind #6543

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 →

Rogue Credit Union Capital Accumulation Plan in the asset neighbourhood

Rogue Credit Union Capital Accumulation PlanRogue Credit Union Capital A…$53MNetcracker Technology Corporation 401(k) Profit SharingNetcracker Technology Corpor…$53MRenaissance Lakewood, LLC. 401(k) PlanRenaissance Lakewood, LLC. 4…$53MCheil USA Inc. Retirement PlanCheil USA Inc. Retirement Pl…$53MDynamic Motion Control 401(k) PlanDynamic Motion Control 401(k…$53M
End-of-year total assets ($M) among Rogue Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$53M
Net Income$8M
Employer EIN930491115
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rogue Credit Union)

Sponsor-wide plan assets over time

All Rogue Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$53M 37.28268763300127% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.7M $53.2M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 556 $39M
2023 1 626 $45M
2024 1 632 $53M

Nearby 401(k) Plans in Oregon

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

Rogue Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Rogue Credit Union Capital Accumulation Plan, Total assets ($B): 0.053177826 · Participants: 632Rogue Credit Union Capital Accumulation 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
Rogue Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Rogue Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Rogue Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Netcracker Technology Corporation 401(k) Profit Sharing in MA ($53M); by covered participants it is Thomas E. Keller Trucking, Inc. 401(k) Retirement Savings Plan in OH (632 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (632 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 Rogue Credit Union Capital Accumulation Plan assets move in 2024? ▼
Rogue Credit Union Capital Accumulation Plan grew sharply - up 17.4% during 2024, from $45M to $53M. Reported net income was $8M.
How have Rogue Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rogue Credit Union's sponsor-wide assets grew 37.3%, from $39M to $53M.
Where does Rogue Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Rogue Credit Union Capital Accumulation Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rogue Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Netcracker Technology Corporation 401(k) Profit Sharing in MA ($53M, 369 participants).
Which 401(k) plans cover a similar participant headcount to Rogue Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thomas E. Keller Trucking, Inc. 401(k) Retirement Savings Plan in OH (632 participants, $16M 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 930491115.

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.