401(k) · DOL Form 5500 · 2024

Oregon State Credit Union 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
270
Participants Below avg headcount
83rd
Percentile by assets National rank
$173,928
Avg per participant Above avg balance/head
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Official DOL plan name: Oregon State Credit Union 401(k) Plan · Sponsored by Oregon State Credit Union · Oregon · Finance & Insurance

$47M in assets, 270 participants

Oregon State Credit Union's Oregon State Credit Union 401(k) Plan reported $47M in total assets and 270 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,348 in Finance & Insurance (8,549 peers)

Where Oregon State Credit Union 401(k) Plan sits by assets

Oregon State Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $47M for 270 participants (~$173,928/participant), up 7.6% in 2024.

#6,348
in Finance & Insurance (8,549 peers)
+7.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Oregon State Credit Union 401(k) Plan's outsized position by total assets

Oregon State Credit Union 401(k) Plan vs every filed plan by assets

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

$46,960,610 Top 17% higher than 83% 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 State Credit Union 401(k) 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. Oregon State Credit Union 401(k) Plan sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oregon State Credit Union 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Oregon State Credit Union 401(k) Plan end-of-year assets rose from $44M in the plan year 2023 filing to $47M in the plan year 2024 filing.
  • Oregon State Credit Union 401(k) Plan reported participants rose from 258 in the plan year 2023 filing to 270 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 930444581 · Oregon State Credit Union PY 2024 · 401(k)

Oregon State Credit Union 401(k) Plan · $47M · 270 · 83rd

  • BOY $47M
  • BOY 270
  • BOY 83rd
  • BOY 401(k)
  • BOY near Bank of Washington Profit Sharing Plan and Trust
  • BOY ind #6348

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 →

Oregon State Credit Union 401(k) Plan in the asset neighbourhood

Epitec, Inc. 401(k) Profit Sharing Plan and TrustEpitec, Inc. 401(k) Profit S…$47MOregon State Credit Union 401(k) PlanOregon State Credit Union 40…$47MBank of Washington Profit Sharing Plan and TrustBank of Washington Profit Sh…$47MKeville Enterprises, Inc. 401(k) Profit Sharing PlanKeville Enterprises, Inc. 40…$47MAssociates in Dermatology PLLC 401(k)/Profit Sharing PlanAssociates in Dermatology PL…$47M
End-of-year total assets ($M) among Oregon State Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$47M
Net Income$3M
Employer EIN930444581
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon State Credit Union)

Sponsor-wide plan assets over time

All Oregon State Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$47M 24.75975226159315% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.6M $47M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 244 $38M
2023 1 258 $44M
2024 1 270 $47M

Nearby 401(k) Plans in Oregon

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

Oregon State Credit Union 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Oregon State Credit Union 401(k) Plan, Total assets ($B): 0.04696061 · Participants: 270Oregon State Credit Union 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
Oregon State Credit Union 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

Oregon State Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Bank of Washington Profit Sharing Plan and Trust in MO ($47M); by covered participants it is Frac Shack America 401(k) Retirement Plan in CO (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 State Credit Union 401(k) Plan assets move in 2024? ▼
Oregon State Credit Union 401(k) Plan grew at a solid clip - up 7.6% during 2024, from $44M to $47M. Reported net income was $3M.
How have Oregon State Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon State Credit Union's sponsor-wide assets grew 24.8%, from $38M to $47M.
Where does Oregon State Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Oregon State Credit Union 401(k) Plan ranks in the 83rd 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 Oregon State Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bank of Washington Profit Sharing Plan and Trust in MO ($47M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Oregon State Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frac Shack America 401(k) Retirement Plan in CO (270 participants, $648K in assets).