How big is OAWU's plan?

OAWU's plan reported $2.4M in assets and 12 participants for 2024.

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Original filing (PDF)20250717104802NAL0000134769001

OAWU

Name: OAWU — OAWU 401(k) Plan, Form 5500 (2024)
Creator: OAWU
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OAWU 401(k) Plan

401(k) retirement plan · OAWU's OAWU 401(k) Plan held $2.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Denise Dahlberg signed OAWU's 2024 Form 5500 as plan administrator.

Denise Dahlberg — Plan Administrator — Form 5500 signer
Jason Green — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

OAWU's EIN is 93-0702098.

EIN 93-0702098

Plan number 001

Plan year 2024

ACK ID 20250717104802NAL0000134769001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

OAWU's plan includes 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 OAWU.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OAWU

EIN

all filings

Address

935 NORTH MAIN STREET · INDEPENDENCE, OR · 97351

Phone

(503) 837-1212

Industry

Utilities

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

2025-07-17

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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