401(k) · DOL Form 5500 · 2024
Confederated Tribes of the Umatilla Indian Reservation 401(k) Plan
Data updated 2026-08-25
- $150M
- Total assets Near avg plan size
- 2,347
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $63,996
- Avg per participant Low balance/head
Official DOL plan name: Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust · Sponsored by Confederated Tribes of the Umatilla Indian Reservation · Oregon · Other Services
$150M in assets, 2,347 participants
Confederated Tribes of the Umatilla Indian Reservation's Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust reported $150M in total assets and 2,347 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,544 in Other Services (7,719 peers)
Coverage in Oregon
Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust covers 2,347 participants in Oregon, 5.3x the typical Oregon plan (state average ~443 per filing). Assets: $150M.
- #7,544
- in Other Services (7,719 peers)
- +18.1%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$150,197,962 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust lands in the large band (2,347 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $127M in the plan year 2023 filing to $150M in the plan year 2024 filing.
- Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust reported participants rose from 2,176 in the plan year 2023 filing to 2,347 in the plan year 2024 filing.
- Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust reported net income fell from $24M in the plan year 2023 filing to $23M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 930624734 · Confederated Tribes of the Umatilla Indian Reservation PY 2024 · 401(k)
Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust · $150M · 2,347 · 93rd
- EIN $150M
- RANK 2,347
- PHOTO 93rd
- IND 401(k)
- EOY near Bonadio & Co., LLP 401(k) & Profit Sharing Plan
- 5500 ind #7544
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 Other Services retirement plans → · Plans in Oregon →
Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Net Assets (End of Year) | $150M |
| Net Income | $23M |
| Employer EIN | 930624734 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Confederated Tribes of the Umatilla Indian Reservation)
Sponsor-wide plan assets over time
All Confederated Tribes of the Umatilla Indian Reservation plans reported in each filing year
- Latest sponsor-wide plan assets
- $150M 45.263635217829936% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,128 | $103M |
| 2023 | 1 | 2,176 | $127M |
| 2024 | 1 | 2,347 | $150M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Bonadio & Co., LLP 401(k) & Profit Sharing Plan in NY ($150M); by covered participants it is M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees in MN (2,347 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($150M here).
- Bonadio & Co., LLP 401(k) & Profit Sharing Plan (NY) $150M · 941
- Api Group, Inc. Safe Harbor 401(k) & Profit Sharing Plan (MN) $150M · 3,421
- Ucare 401(k) Retirement Savings Plan (MN) $150M · 1,614
- Schnucks Pay Deferral Plan-30 (MO) $150M · 7,877
Similar participant headcount
Nearest other-state filings by covered participants (2,347 participants); asset peers above are excluded.
- M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees (MN) 2,347 · 0 off
- Plantation Management Company 401(k) Plan (LA) 2,348 · 1 off
- San Antonio Regional Hospital Savings Plan (CA) 2,345 · 2 off
- C.H. Guenther & Son LLC 401(k) Plan (TX) 2,345 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.