How big is Umpqua Valley Financial's plan?

Umpqua Valley Financial's plan reported $553K in assets and 18 participants for 2024.

Original filing (PDF)20251015130521NAL0009378594001

Umpqua Valley Financial

Name: Umpqua Valley Financial — Umpqua Valley Financial, Form 5500 (2024)
Creator: Umpqua Valley Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Umpqua Valley Financial 401(k) P/S Plan

401(k) retirement plan · Umpqua Valley Financial's Umpqua Valley Financial 401(k) P/S Plan held $553K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$553K

Net assets (EOY)

$553K

People on this filing

Faiez Farishta signed Umpqua Valley Financial's 2024 Form 5500 as plan administrator.

Faiez Farishta — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Umpqua Valley Financial's EIN is 82-5425527.

EIN 82-5425527

Plan number 001

Plan year 2024

ACK ID 20251015130521NAL0009378594001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Umpqua Valley Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Umpqua Valley Financial's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UMPQUA VALLEY FINANCIAL.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score