Back to filter
Original filing (PDF)20260130163332NAL0007169603001
OREGON STATE UNIVERSITY BOOKSTORE,
Form 5500-SF
FILING_RECEIVED
OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Active participants
32
Accounts w/ balance
35
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OREGON STATE UNIVERSITY BOOKSTORE,.
Plan sponsor
Name
OREGON STATE UNIVERSITY BOOKSTORE,
EIN
93-1248795
Address
P.O. BOX 489 · CORVALLIS, OR · 97339
Phone
(541) 737-0051
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-30
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)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
JONATHAN A. HILL BOOKSELLER, INC.
JONATHAN A. HILL BOOKSELLER, INC. 401(K) PROFIT SHARING PLAN
$6.8M · 3 participants
SLINGSHOT, LP
SLINGSHOT 401(K) PLAN
$6.5M · 196 participants
MELO INTERNATIONAL, INC.
MELO INTERNATIONAL, INC. & SUBS 401(K) PROFIT SHARING PLAN
$7.1M · 80 participants
BUDDENBROOKS BOOKS, INC.
BUDDENBROOKS BOOKS, INC. EMPLOYEE PROFIT SHARING PLAN
$6.2M · 3 participants
L.D. MANAGEMENT COMPANY
L.D. RETIREMENT PLAN
$7.8M · 190 participants
UNIVERSITY OF OREGON BOOKSTORE, INC.
UNIVERSITY OF OREGON BOOKSTORE, INC. 401(K) RETIREMENT PLAN
$8.0M · 56 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