401(k) · DOL Form 5500 · 2024

Southern Oregon Aspire Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
166
Participants Small participant base
29th
Percentile by assets National rank
$11,813
Avg per participant Low balance/head
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Official DOL plan name: Southern Oregon Aspire Inc 403(b) Plan · Sponsored by Southern Oregon Aspire Inc · Oregon · Healthcare & Social Assistance

$2M in assets, 166 participants

Southern Oregon Aspire Inc's Southern Oregon Aspire Inc 403(b) Plan reported $2M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,606 in Healthcare & Social Assistance (16,916 peers)

Coverage in Oregon

Southern Oregon Aspire Inc 403(b) Plan covers 166 participants in Oregon, about 37% of the average Oregon filer (state average ~443 per filing). Assets: $2M.

#4,606
in Healthcare & Social Assistance (16,916 peers)
+3.0%
assets growth YoY

Southern Oregon Aspire Inc 403(b) Plan among the smaller filed plans by assets

Southern Oregon Aspire Inc 403(b) Plan vs every filed plan by assets

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

$1,960,946 29th percentile higher than 29% 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

Southern Oregon Aspire Inc 403(b) 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. Southern Oregon Aspire Inc 403(b) Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Oregon Aspire Inc 403(b) Plan reported net income fell from $349K in the plan year 2023 filing to $56K in the plan year 2024 filing.
  • Southern Oregon Aspire Inc 403(b) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Southern Oregon Aspire Inc 403(b) Plan reported participants fell from 171 in the plan year 2023 filing to 166 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 930654596 · Southern Oregon Aspire Inc PY 2024 · 401(k)

Southern Oregon Aspire Inc 403(b) Plan · $2M · 166 · 29th

  • TYPE $2M
  • NET 166
  • BOOK 29th
  • VS-ST 401(k)
  • BOY near Web to Door Corp 401(k) Plan
  • SCH ind #4606

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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Southern Oregon Aspire Inc 403(b) Plan in the asset neighbourhood

Southern Oregon Aspire Inc 403(b) PlanSouthern Oregon Aspire Inc 4…$2MWeb to Door Corp 401(k) Plan$2MIntegrated Axis Technology Group 401(k) & Employee Stock Ownership PlanIntegrated Axis Technology G…$2MRed Studios Hollywood 401(k) PlanRed Studios Hollywood 401(k)…$2MSierra Mountain Home Care Company 401(k) PlanSierra Mountain Home Care Co…$2M
End-of-year total assets ($M) among Southern Oregon Aspire Inc 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$56K
Employer EIN930654596
Plan Effective Date1998-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Oregon Aspire Inc)

Sponsor-wide plan assets over time

All Southern Oregon Aspire Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 26.068720595477345% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.56M $1.96M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 170 $2M
2023 1 171 $2M
2024 1 166 $2M

Nearby 401(k) Plans in Oregon

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

Southern Oregon Aspire Inc 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Southern Oregon Aspire Inc 403(b) Plan, Total assets ($B): 0.001960946 · Participants: 166Southern Oregon Aspire Inc 403(b) 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
Southern Oregon Aspire Inc 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Southern Oregon Aspire Inc 403(b) Plan side-by-side with 3 peers →

Southern Oregon Aspire Inc 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Web to Door Corp 401(k) Plan in CA ($2M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Southern Oregon Aspire Inc 403(b) Plan assets move in 2024? ▼
Southern Oregon Aspire Inc 403(b) Plan edged up modestly - up 3.0% during 2024, from $2M to $2M. Reported net income was $56K.
How have Southern Oregon Aspire Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Oregon Aspire Inc's sponsor-wide assets grew 26.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Southern Oregon Aspire Inc 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Web to Door Corp 401(k) Plan in CA ($2M, 417 participants).
Which 401(k) plans cover a similar participant headcount to Southern Oregon Aspire Inc 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Awesome 401(k) Plan in CA (166 participants, $43M 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 930654596.

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.