401(k) · DOL Form 5500 · 2024
Options for Southern Oregon, Inc. 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 494
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $58,221
- Avg per participant Low balance/head
Official DOL plan name: Options for Southern Oregon, Inc. 403(b) Plan · Sponsored by Options for Southern Oregon, Inc. · Oregon · Healthcare & Social Assistance
$29M in assets, 494 participants
Options for Southern Oregon, Inc.'s Options for Southern Oregon, Inc. 403(b) Plan reported $29M in total assets and 494 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #13,553 in Healthcare & Social Assistance (16,916 peers)
Where Options for Southern Oregon, Inc. 403(b) Plan sits by assets
Options for Southern Oregon, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $29M for 494 participants (~$58,221/participant), up 19.5% in 2024.
- #13,553
- in Healthcare & Social Assistance (16,916 peers)
- +19.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Options for Southern Oregon, Inc. 403(b) Plan's outsized position by total assets
Options for Southern Oregon, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,761,031 Top 23% higher than 77% 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
Options for Southern Oregon, Inc. 403(b) 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. Options for Southern Oregon, Inc. 403(b) Plan sits mid-pack in the medium band (494 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Options for Southern Oregon, Inc. 403(b) Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Options for Southern Oregon, Inc. 403(b) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Options for Southern Oregon, Inc. 403(b) Plan reported participants rose from 457 in the plan year 2023 filing to 494 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 930804385 · Options for Southern Oregon, Inc. PY 2024 · 401(k)
Options for Southern Oregon, Inc. 403(b) Plan · $29M · 494 · 77th
- TYPE $29M
- NET 494
- BOOK 77th
- VS-ST 401(k)
- BOY near Bsc Acquisition Sub, LLC 401(k) Savings Plan
- SCH ind #13553
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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →
Options for Southern Oregon, Inc. 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $5M |
| Employer EIN | 930804385 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Options for Southern Oregon, Inc.)
Sponsor-wide plan assets over time
All Options for Southern Oregon, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 38.71914248790905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 408 | $21M |
| 2023 | 1 | 457 | $24M |
| 2024 | 1 | 494 | $29M |
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
Options for Southern Oregon, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Bsc Acquisition Sub, LLC 401(k) Savings Plan in VA ($29M); by covered participants it is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (494 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Bsc Acquisition Sub, LLC 401(k) Savings Plan (VA) $29M · 308
- Dynalec Corporation Profit Sharing 401(k) Plan (NY) $29M · 115
- D & C Employees' 401(k) Plan (NC) $29M · 412
- Rba Custom Windows 401(k) Plan (NJ) $29M · 1,049
Similar participant headcount
Nearest other-state filings by covered participants (494 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.