401(k) · DOL Form 5500 · 2024

Oregon Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
168
Participants Small participant base
82nd
Percentile by assets National rank
$255,556
Avg per participant Above avg balance/head
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Official DOL plan name: Oregon Mutual Insurance Company 401(k) Retirement Plan · Sponsored by Oregon Mutual Insurance Company · Oregon · Finance & Insurance

$43M in assets, 168 participants

Oregon Mutual Insurance Company's Oregon Mutual Insurance Company 401(k) Retirement Plan reported $43M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,211 in Finance & Insurance (8,549 peers)

Coverage in Oregon

Oregon Mutual Insurance Company 401(k) Retirement Plan covers 168 participants in Oregon, about 38% of the average Oregon filer (state average ~443 per filing). Assets: $43M.

#6,211
in Finance & Insurance (8,549 peers)
+2.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Oregon Mutual Insurance Company 401(k) Retirement Plan's outsized position by total assets

Oregon Mutual Insurance Company 401(k) Retirement Plan vs every filed plan by assets

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

$42,933,485 Top 18% higher than 82% 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

Oregon Mutual Insurance Company 401(k) 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. Oregon Mutual Insurance Company 401(k) Retirement Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oregon Mutual Insurance Company 401(k) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Oregon Mutual Insurance Company 401(k) Retirement Plan reported participants fell from 201 in the plan year 2023 filing to 168 in the plan year 2024 filing.
  • Oregon Mutual Insurance Company 401(k) Retirement Plan end-of-year assets rose from $42M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 930242980 · Oregon Mutual Insurance Company PY 2024 · 401(k)

Oregon Mutual Insurance Company 401(k) Retirement Plan · $43M · 168 · 82nd

  • EOY $43M
  • 5500 168
  • ASSETS 82nd
  • PCT 401(k)
  • EIN near Conductix, Inc. Profit Sharing Plan
  • RANK ind #6211

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 →

Oregon Mutual Insurance Company 401(k) Retirement Plan in the asset neighbourhood

Conductix, Inc. Profit Sharing PlanConductix, Inc. Profit Shari…$43MNovo Building Products$43MOregon Mutual Insurance Company 401(k) Retirement PlanOregon Mutual Insurance Comp…$43MCss Payroll 401(k) Plan$43MFoundation Software, LLC 401(k) Retirement Savings PlanFoundation Software, LLC 401…$43M
End-of-year total assets ($M) among Oregon Mutual Insurance Company 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$43M
Net Income$1M
Employer EIN930242980
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon Mutual Insurance Company)

Sponsor-wide plan assets over time

All Oregon Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$43M 7.716218176555858% vs 2022
2024 filing year
$39M$40M$41M$42M$43M$44M 202220232024 $39.9M $42.9M ▲ +7.7%
Year Plans Participants Total Assets
2022 1 209 $40M
2023 1 201 $42M
2024 1 168 $43M

Nearby 401(k) Plans in Oregon

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

Oregon Mutual Insurance Company 401(k) Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Oregon Mutual Insurance Company 401(k) Retirement Plan, Total assets ($B): 0.042933485 · Participants: 168Oregon Mutual Insurance Company 401(k) 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
Oregon Mutual Insurance Company 401(k) Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Oregon Mutual Insurance Company 401(k) Retirement Plan side-by-side with 3 peers →

Oregon Mutual Insurance Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Conductix, Inc. Profit Sharing Plan in NE ($43M); by covered participants it is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Oregon Mutual Insurance Company 401(k) Retirement Plan assets move in 2024? ▼
Oregon Mutual Insurance Company 401(k) Retirement Plan edged up modestly - up 2.5% during 2024, from $42M to $43M. Reported net income was $1M.
How have Oregon Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon Mutual Insurance Company's sponsor-wide assets grew 7.7%, from $40M to $43M.
Where does Oregon Mutual Insurance Company 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Oregon Mutual Insurance Company 401(k) Retirement Plan ranks in the 82nd 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 Oregon Mutual Insurance Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Conductix, Inc. Profit Sharing Plan in NE ($43M, 309 participants).
Which 401(k) plans cover a similar participant headcount to Oregon Mutual Insurance Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants, N/A 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 930242980.

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.