401(k) · DOL Form 5500 · 2024

Advantis Credit Union 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
290
Participants Below avg headcount
78th
Percentile by assets National rank
$106,722
Avg per participant Below avg balance/head
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Official DOL plan name: Advantis Credit Union 401(k) Plan · Sponsored by Advantis Credit Union · Oregon · Finance & Insurance

$31M in assets, 290 participants

Advantis Credit Union's Advantis Credit Union 401(k) Plan reported $31M in total assets and 290 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,590 in Finance & Insurance (8,549 peers)

Where Advantis Credit Union 401(k) Plan sits by assets

Advantis Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 290 participants (~$106,722/participant), up 24.2% in 2024.

#5,590
in Finance & Insurance (8,549 peers)
+24.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$30,949,524 Top 22% higher than 78% 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

Advantis 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. Advantis Credit Union 401(k) Plan sits mid-pack in the medium band (290 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advantis Credit Union 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Advantis Credit Union 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Advantis Credit Union 401(k) Plan reported participants rose from 260 in the plan year 2023 filing to 290 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 930251640 · Advantis Credit Union PY 2024 · 401(k)

Advantis Credit Union 401(k) Plan · $31M · 290 · 78th

  • ASSETS $31M
  • PCT 290
  • EIN 78th
  • RANK 401(k)
  • PHOTO near Dunham's Athleisure Corporation 401(k) Savings & Retirement Plan
  • IND ind #5590

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 →

Advantis Credit Union 401(k) Plan in the asset neighbourhood

Advantis Credit Union 401(k) PlanAdvantis Credit Union 401(k)…$31MDunham's Athleisure Corporation 401(k) Savings & Retirement PlanDunham's Athleisure Corporat…$31MReflexion Medical Retirement TrustReflexion Medical Retirement…$31MSbera 401(k) Plan as Adopted by the Bank of CantonSbera 401(k) Plan as Adopted…$31M1password 401(k) Plan$31M
End-of-year total assets ($M) among Advantis 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)$25M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN930251640
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advantis Credit Union)

Sponsor-wide plan assets over time

All Advantis Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$31M 51.33024262840471% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.5M $31M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 237 $20M
2023 1 260 $25M
2024 1 290 $31M

Nearby 401(k) Plans in Oregon

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

Advantis 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 ($B) Participants Advantis Credit Union 401(k) Plan, Total assets ($B): 0.030949524 · Participants: 290Advantis 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
Advantis Credit Union 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Advantis Credit Union 401(k) Plan side-by-side with 3 peers →

Advantis 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 Dunham's Athleisure Corporation 401(k) Savings & Retirement Plan in MI ($31M); by covered participants it is Bcinsourcing, LLC 401(k) Plan in KS (290 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (290 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 Advantis Credit Union 401(k) Plan assets move in 2024? ▼
Advantis Credit Union 401(k) Plan grew sharply - up 24.2% during 2024, from $25M to $31M. Reported net income was $6M.
How have Advantis Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advantis Credit Union's sponsor-wide assets grew 51.3%, from $20M to $31M.
Where does Advantis Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Advantis Credit Union 401(k) Plan ranks in the 78th 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 Advantis Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dunham's Athleisure Corporation 401(k) Savings & Retirement Plan in MI ($31M, 2,180 participants).
Which 401(k) plans cover a similar participant headcount to Advantis Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bcinsourcing, LLC 401(k) Plan in KS (290 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 930251640.

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.