401(k) · DOL Form 5500 · 2024
Western States 401(k) Retirement Fund of the Opeiu Board of Trustees 401(k) Plan
Data updated 2026-08-11
- $69M
- Total assets
- 488
- Participants
- 87th
- Percentile by assets
- $140,624
- Avg per participant
Official DOL plan name: Western States 401(k) Retirement Fund of the Opeiu · Sponsored by Western States 401(k) Retirement Fund of the Opeiu Board of Trustees · Oregon · Administrative & Support Services
$69M in assets, 488 participants
Western States 401(k) Retirement Fund of the Opeiu Board of Trustees's Western States 401(k) Retirement Fund of the Opeiu reported $69M in total assets and 488 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 123,622 plans)
- #4,096 in Administrative & Support Services (4,368 peers)
Where Western States 401(k) Retirement Fund of the Opeiu sits by assets
Western States 401(k) Retirement Fund of the Opeiu sits in the top quartile of all filed plans by assets, $69M for 488 participants (~$140,624/participant), up 5.6% in 2024.
- $69M
- total plan assets (2024 EOY)
- 488
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $140,624
- avg assets per participant
Where Western States 401(k) Retirement Fund of the Opeiu sits by total assets
Western States 401(k) Retirement Fund of the Opeiu vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$68,624,575 Top 13% higher than 87% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Western States 401(k) Retirement Fund of the Opeiu reported participants fell from 1,477 in the plan year 2023 filing to 488 in the plan year 2024 filing.
- Western States 401(k) Retirement Fund of the Opeiu reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Western States 401(k) Retirement Fund of the Opeiu end-of-year assets rose from $65M in the plan year 2023 filing to $69M in the plan year 2024 filing.
Western States 401(k) Retirement Fund of the Opeiu vs the 2024 asset distribution
By assets, Western States 401(k) Retirement Fund of the Opeiu outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | $4M |
| Employer EIN | 936026077 |
| Plan Effective Date | 1959-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western States 401(k) Retirement Fund of the Opeiu Board of Trustees)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,555 | $57M |
| 2023 | 1 | 1,477 | $65M |
| 2024 | 1 | 488 | $69M |
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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Western States 401(k) Retirement Fund of the Opeiu by total assets, not by location.
Frequently Asked Questions
How did Western States 401(k) Retirement Fund of the Opeiu assets move in 2024? ▼
How have Western States 401(k) Retirement Fund of the Opeiu Board of Trustees plan assets changed over time? ▼
Where does Western States 401(k) Retirement Fund of the Opeiu rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Western States 401(k) Retirement Fund of the Opeiu? ▼
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Ways to act on Western States 401(k) Retirement Fund of the Opeiu's numbers.
- By total assets, Western States 401(k) Retirement Fund of the Opeiu ranks in the top quartile 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
- Western States 401(k) Retirement Fund of the Opeiu Board of Trustees's sponsor-wide assets have grown 20.3% since 2022 across 3 plan years on file. More Administrative & Support Services plans