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OREGON NORTHWEST WORKFORCE INVES — OREGON NORTHWEST WORKFORCE INVESTMENT BOARD 401K, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250708104252NAL0011005442001
OREGON NORTHWEST WORKFORCE INVES
Form 5500-SF
FILING_RECEIVED
OREGON NORTHWEST WORKFORCE INVESTMENT BOARD 401K
401(k) retirement plan
Active participants
7
Accounts w/ balance
8
Plan assets (EOY)
$426K
Net assets (EOY)
$426K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OREGON NORTHWEST WORKFORCE INVES
.
Find decision makers
Plan sponsor
Name
OREGON NORTHWEST WORKFORCE INVES
EIN
47-3200676
Address
3788 SE HIGH SCHOOL DR · P O BOX 140 · LINCOLN CITY, OR · 97367
Phone
(541) 921-7270
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
NTNL ASSOC FOR COMM COLLEGE ENTREPRENEURSHIP
NACCE 401(K) PSP
$426K · 13 participants
CENTER FOR EMPLOYMENT AND TRANSITION, INC.
EMPAC GROUP, INC. 403(B) RETIREMENT PLAN
$426K · 150 participants
QUINCY ASIAN RESOURCES, INC.
QARI 401(K) PLAN
$426K · 34 participants
COOPERATIVE DEVELOPMENT FOUNDATION
COOPERATIVE DEVELOPMENT FOUNDATION 401(K) RETIREMENT PLAN
$426K · 3 participants
GRAND HOME OWNERS ASSOCIATION
GRAND HOME OWNERS ASSOCIATION 401K PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$426K · 23 participants
PINE CASTLE CHRISTIAN ACADEMY
PINE CASTLE CHRISTIAN ACADEMY 403(B) PLAN
$425K · 24 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
