Oregon Tool 401(k) match, vesting and fees
What Oregon Tool's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Kbf Cpas - Audit, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Oregon Tool: employer contribution per participant | $2,413 | |
| Peer median | $2,413 |
| Oregon Tool: average balance | $164,789 | |
| Peer median | $86,456 |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $270M at the end of plan year 2023 to $295M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,832 | $295M | $4.3M | $2,413 | — | Not published | Form 5500 ↗ |
| 2023 | 2,096 | $270M | $3.4M | $1,649 | 0.03% | Not published | Form 5500 ↗ |
Other Oregon Tool plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Oregon Tool Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Kbf Cpas - Audit, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Oregon Tool match 401(k) contributions?
The match terms for the Oregon Tool 401(k) Retirement Profit Sharing Plus Plan have not been published from its filing yet. The plan year 2024 filing reports $4.3M in employer contributions, about $2,413 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oregon Tool 401(k) match vested?
The vesting schedule for the Oregon Tool 401(k) Retirement Profit Sharing Plus Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oregon Tool 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Oregon Tool, Inc..
I left Oregon Tool. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oregon Tool, Inc., (503) 653-4345) or the recordkeeper, Fidelity Investments Institutional. The Oregon Tool old 401(k) page lists the contacts from every plan filing. Find an old Oregon Tool 401(k)
Data from the public Form 5500 annual reports Oregon Tool filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Oregon Tool. Not financial advice. Report a correction · Methodology