401(k) · DOL Form 5500 · 2024

Western States 401(k) Retirement Fund of the Opeiu Board of Trustees 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
488
Participants Below avg headcount
87th
Percentile by assets National rank
$140,624
Avg per participant Near avg balance/head
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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.

  • #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.

#4,096
in Administrative & Support Services (4,368 peers)
+5.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Western States 401(k) Retirement Fund of the Opeiu's outsized position 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

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

Western States 401(k) Retirement Fund of the Opeiu 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. Western States 401(k) Retirement Fund of the Opeiu sits mid-pack in the medium band (488 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 936026077 · Western States 401(k) Retirement Fund of the Opeiu Board of Trustees PY 2024 · 401(k)

Western States 401(k) Retirement Fund of the Opeiu · $69M · 488 · 87th

  • RANK $69M
  • PHOTO 488
  • IND 87th
  • EOY 401(k)
  • 5500 near Cheiron, Inc. Retirement Savings Plan
  • ASSETS ind #4096

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 Administrative & Support Services retirement plans → · Plans in Oregon →

Western States 401(k) Retirement Fund of the Opeiu in the asset neighbourhood

Marshall & Sterling Enterprises, Inc. 401(k) PlanMarshall & Sterling Enterpri…$69MClayton, Dubilier & Rice Holdings, L.P. 401(k) Profit Sharing PlanClayton, Dubilier & Rice Hol…$69MWestern States 401(k) Retirement Fund of the OpeiuWestern States 401(k) Retire…$69MCheiron, Inc. Retirement Savings PlanCheiron, Inc. Retirement Sav…$69MTerra-Gen, LLC 401(k) Plan$69M
End-of-year total assets ($M) among Western States 401(k) Retirement Fund of the Opeiu and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$69M
Net Income$4M
Employer EIN936026077
Plan Effective Date1959-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western States 401(k) Retirement Fund of the Opeiu Board of Trustees)

Sponsor-wide plan assets over time

All Western States 401(k) Retirement Fund of the Opeiu Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$69M 20.33948799610338% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $57M $68.6M ▲ +20.3%
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.

Western States 401(k) Retirement Fund of the Opeiu vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Western States 401(k) Retirement Fund of the Opeiu, Total assets ($B): 0.068624575 · Participants: 488Western States 401(k) Retirement Fund of the Opeiu401(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
Western States 401(k) Retirement Fund of the Opeiu vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Western States 401(k) Retirement Fund of the Opeiu side-by-side with 3 peers →

Western States 401(k) Retirement Fund of the Opeiu's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Cheiron, Inc. Retirement Savings Plan in VA ($69M); by covered participants it is Avanquest North America LLC. Retirement Plan in CA (488 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (488 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 Western States 401(k) Retirement Fund of the Opeiu assets move in 2024? ▼
Western States 401(k) Retirement Fund of the Opeiu grew at a solid clip - up 5.6% during 2024, from $65M to $69M. Reported net income was $4M.
How have Western States 401(k) Retirement Fund of the Opeiu Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western States 401(k) Retirement Fund of the Opeiu Board of Trustees's sponsor-wide assets grew 20.3%, from $57M to $69M.
Where does Western States 401(k) Retirement Fund of the Opeiu rank by assets among Form 5500 filers? ▼
Western States 401(k) Retirement Fund of the Opeiu ranks in the 87th 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 Western States 401(k) Retirement Fund of the Opeiu? ▼
Among 401(k) plans in other states, the closest by assets is Cheiron, Inc. Retirement Savings Plan in VA ($69M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Western States 401(k) Retirement Fund of the Opeiu? ▼
Among 401(k) plans in other states, the closest by covered participants is Avanquest North America LLC. Retirement Plan in CA (488 participants, $33M 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 936026077.

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.