401(k) · DOL Form 5500 · 2024

Shoestring Valley Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
426
Participants Below avg headcount
91st
Percentile by assets National rank
$237,890
Avg per participant Above avg balance/head
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Official DOL plan name: Shoestring Valley Holdings Retirement Plan · Sponsored by Shoestring Valley Holdings Inc. · Oregon · Construction

$101M in assets, 426 participants

Shoestring Valley Holdings Inc.'s Shoestring Valley Holdings Retirement Plan reported $101M in total assets and 426 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,047 in Construction (9,039 peers)

Where Shoestring Valley Holdings Retirement Plan sits by assets

Shoestring Valley Holdings Retirement Plan sits in the top 10% of all filed plans by assets, $101M for 426 participants (~$237,890/participant), up 10.7% in 2024.

#8,047
in Construction (9,039 peers)
+10.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Shoestring Valley Holdings Retirement Plan's outsized position by total assets

Shoestring Valley Holdings Retirement Plan vs every filed plan by assets

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

$101,340,960 Top 9% higher than 91% 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

Shoestring Valley Holdings Retirement 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. Shoestring Valley Holdings Retirement Plan sits mid-pack in the medium band (426 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shoestring Valley Holdings Retirement Plan reported net income fell from $14M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Shoestring Valley Holdings Retirement Plan end-of-year assets rose from $92M in the plan year 2023 filing to $101M in the plan year 2024 filing.
  • Shoestring Valley Holdings Retirement Plan reported participants rose from 395 in the plan year 2023 filing to 426 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 930422424 · Shoestring Valley Holdings Inc. PY 2024 · 401(k)

Shoestring Valley Holdings Retirement Plan · $101M · 426 · 91st

  • RANK $101M
  • RANK 426
  • RANK 91st
  • RANK 401(k)
  • RANK near Royal Credit Union 401(k) Plan
  • RANK ind #8047

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 Construction retirement plans → · Plans in Oregon →

Shoestring Valley Holdings Retirement Plan in the asset neighbourhood

Kosmos Energy 401(k) Plan$101MThe Blommer Chocolate Company Employees' Profit- Sharing and 401(k) PlanThe Blommer Chocolate Compan…$101MCosco Shipping (North America) Inc. 401(k) Profit Sharing PlanCosco Shipping (North Americ…$101MShoestring Valley Holdings Retirement PlanShoestring Valley Holdings R…$101MRoyal Credit Union 401(k) PlanRoyal Credit Union 401(k) Pl…$101M
End-of-year total assets ($M) among Shoestring Valley Holdings Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$101M
Net Income$10M
Employer EIN930422424
Plan Effective Date1959-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shoestring Valley Holdings Inc.)

Sponsor-wide plan assets over time

All Shoestring Valley Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$105M 36.122186237903705% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77M $105M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 361 $77M
2023 2 689 $93M
2024 2 736 $105M

Nearby 401(k) Plans in Oregon

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

Shoestring Valley Holdings Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Shoestring Valley Holdings Retirement Plan, Total assets ($B): 0.10134096 · Participants: 426Shoestring Valley Holdings Retirement 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
Shoestring Valley Holdings Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Shoestring Valley Holdings Retirement Plan side-by-side with 3 peers →

Shoestring Valley Holdings Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Royal Credit Union 401(k) Plan in WI ($101M); by covered participants it is Recreation Centers of Sun City West Retirement Plan in AZ (426 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (426 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 Shoestring Valley Holdings Retirement Plan assets move in 2024? ▼
Shoestring Valley Holdings Retirement Plan grew at a solid clip - up 10.7% during 2024, from $92M to $101M. Reported net income was $10M.
How have Shoestring Valley Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shoestring Valley Holdings Inc.'s sponsor-wide assets grew 36.1%, from $77M to $105M.
Where does Shoestring Valley Holdings Retirement Plan rank by assets among Form 5500 filers? ▼
Shoestring Valley Holdings Retirement Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Shoestring Valley Holdings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Royal Credit Union 401(k) Plan in WI ($101M, 836 participants).
Which 401(k) plans cover a similar participant headcount to Shoestring Valley Holdings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Recreation Centers of Sun City West Retirement Plan in AZ (426 participants, $14M 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 930422424.

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.