401(k) · DOL Form 5500 · 2024

Confederated Tribes of the Umatilla Indian Reservation 401(k) Plan

Data updated 2026-08-11

$150M
Total assets: 2,347
Participants: 93rd
Percentile by assets: $63,996
Avg per participant

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.

93rd percentile by assets (of 123,622 plans)
#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.

$150M
total plan assets (2024 EOY): 2,347
covered participants: 93rd
percentile by assets (of 123,622 plans): $63,996
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Oregon

Industry

Other Services

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust reports 2,347 participants - 5.3x that state average ($150M EOY assets).

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)

Total plan assets by year, all Confederated Tribes of the Umatilla Indian Reservation plans on file

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.

Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants

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

Compare Confederated Tribes of the Umatilla Indi… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust by total assets, not by location.

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

Frequently Asked Questions

How did Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼

Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust grew sharply - up 18.1% during 2024, from $127M to $150M. Reported net income was $23M.

How have Confederated Tribes of the Umatilla Indian Reservation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Confederated Tribes of the Umatilla Indian Reservation's sponsor-wide assets grew 45.3%, from $103M to $150M.

Where does Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼

Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust ranks in the 93rd 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 Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Bonadio & Co., LLP 401(k) & Profit Sharing Plan in NY ($150M, 941 participants).

Next read for Confederated Tribes of the Umatilla Indi…

Filing takeaways

Ways to act on Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust's numbers.

By total assets, Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Oregon. Compare plans
Confederated Tribes of the Umatilla Indian Reservation's sponsor-wide assets have grown 45.3% since 2022 across 3 plan years on file. More Other Services plans

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 930624734.