401(k) · DOL Form 5500 · 2024
SEIU Local 503, Oregon Public Employees Union 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 171
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $192,603
- Avg per participant Above avg balance/head
Official DOL plan name: SEIU Local 503 Retirement Plan · Sponsored by SEIU Local 503, Oregon Public Employees Union · Oregon · Educational Services
$33M in assets, 171 participants
SEIU Local 503, Oregon Public Employees Union's SEIU Local 503 Retirement Plan reported $33M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #2,322 in Educational Services (3,638 peers)
Coverage in Oregon
SEIU Local 503 Retirement Plan covers 171 participants in Oregon, about 39% of the average Oregon filer (state average ~443 per filing). Assets: $33M.
- #2,322
- in Educational Services (3,638 peers)
- +13.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
SEIU Local 503 Retirement Plan's outsized position by total assets
SEIU Local 503 Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,935,049 Top 21% higher than 79% 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
SEIU Local 503 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. SEIU Local 503 Retirement Plan sits mid-pack in the medium band (171 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- SEIU Local 503 Retirement Plan end-of-year assets rose from $29M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- SEIU Local 503 Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 930323147 · SEIU Local 503, Oregon Public Employees Union PY 2024 · 401(k)
SEIU Local 503 Retirement Plan · $33M · 171 · 79th
- PHOTO $33M
- PHOTO 171
- PHOTO 79th
- PHOTO 401(k)
- PHOTO near Bentley 401(k) Plan
- PHOTO ind #2322
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 Educational Services retirement plans → · Plans in Oregon →
SEIU Local 503 Retirement Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $4M |
| Employer EIN | 930323147 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SEIU Local 503, Oregon Public Employees Union)
Sponsor-wide plan assets over time
All SEIU Local 503, Oregon Public Employees Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 32.89445879553616% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 167 | $25M |
| 2023 | 1 | 171 | $29M |
| 2024 | 1 | 171 | $33M |
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
SEIU Local 503 Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Bentley 401(k) Plan in CA ($33M); by covered participants it is Life Tech Inc in NJ (171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Bentley 401(k) Plan (CA) $33M · 420
- Viaflex 401(k) Plan (SD) $33M · 401
- Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan (FL) $33M · 179
- Feldman Automotive 401(k) Plan & Trust (MI) $33M · 1,045
Similar participant headcount
Nearest other-state filings by covered participants (171 participants); asset peers above are excluded.
- Life Tech Inc (NJ) 171 · 0 off
- Subzero Constructors, Inc. Employee Savings Plan (CA) 171 · 0 off
- Star Concrete 401(k) Profit Sharing Plan (CA) 171 · 0 off
- Associated Hardwoods, Inc. 401(k) Profit Sharing Plan (NC) 171 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.