Civic Intelligence

Oregon Specialty Group

Plan context: Oregon Specialty Group 401(K) Profit Sharing Plan

EIN 93-1273254 • Salem, OR • 40 filings • 13 plans

875 Oak Street, Se. Suite 4030Salem, OR 97301
Current Snapshot

Latest Year

2024

2024 Participants

227

2024 Assets

$38,201,735

2024 Contributions

$4,165,283

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$38,201,735$19,100,868$0200020132024YearValue
$38,201,735Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2481240200020122024YearValue
227Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20243227$38,201,735$4,165,283$18,349iApproximate average salary by contribution assumption: employee only about $458,732 at 4% or $305,821 at 6%; with 50% employer match about $305,821 at 4% or $203,881 at 6%; with 100% employer match about $229,366 at 4% or $152,911 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-227$38,201,735$4,157,258$18,314iApproximate average salary by contribution assumption: employee only about $457,848 at 4% or $305,232 at 6%; with 50% employer match about $305,232 at 4% or $203,488 at 6%; with 100% employer match about $228,924 at 4% or $152,616 at 6%.
Oregon Specialty Group Health and Welfare Plan-191---
Oregon Specialty Group Cash Balance Plan-0$0$8,025-
20233237$37,971,108$4,867,661$20,539iApproximate average salary by contribution assumption: employee only about $513,466 at 4% or $342,311 at 6%; with 50% employer match about $342,311 at 4% or $228,207 at 6%; with 100% employer match about $256,733 at 4% or $171,155 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-237$34,736,135$4,414,804$18,628iApproximate average salary by contribution assumption: employee only about $465,697 at 4% or $310,464 at 6%; with 50% employer match about $310,464 at 4% or $206,976 at 6%; with 100% employer match about $232,848 at 4% or $155,232 at 6%.
Oregon Specialty Group Cash Balance Plan-218$3,234,973$452,857$2,077iApproximate average salary by contribution assumption: employee only about $51,933 at 4% or $34,622 at 6%; with 50% employer match about $34,622 at 4% or $23,081 at 6%; with 100% employer match about $25,967 at 4% or $17,311 at 6%.
Oregon Specialty Group Health and Welfare Plan-207---
20223248$29,077,859$3,974,354$16,026iApproximate average salary by contribution assumption: employee only about $400,641 at 4% or $267,094 at 6%; with 50% employer match about $267,094 at 4% or $178,062 at 6%; with 100% employer match about $200,320 at 4% or $133,547 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-248$26,210,962$3,030,558$12,220iApproximate average salary by contribution assumption: employee only about $305,500 at 4% or $203,667 at 6%; with 50% employer match about $203,667 at 4% or $135,778 at 6%; with 100% employer match about $152,750 at 4% or $101,833 at 6%.
Oregon Specialty Group Cash Balance Plan-247$2,866,897$943,796$3,821iApproximate average salary by contribution assumption: employee only about $95,526 at 4% or $63,684 at 6%; with 50% employer match about $63,684 at 4% or $42,456 at 6%; with 100% employer match about $47,763 at 4% or $31,842 at 6%.
Oregon Specialty Group Health and Welfare Plan-138---
20213153$30,972,758$2,709,487$17,709iApproximate average salary by contribution assumption: employee only about $442,727 at 4% or $295,151 at 6%; with 50% employer match about $295,151 at 4% or $196,767 at 6%; with 100% employer match about $221,363 at 4% or $147,576 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-151$28,704,248$2,129,746$14,104iApproximate average salary by contribution assumption: employee only about $352,607 at 4% or $235,071 at 6%; with 50% employer match about $235,071 at 4% or $156,714 at 6%; with 100% employer match about $176,303 at 4% or $117,536 at 6%.
Oregon Specialty Group Cash Balance Plan-137$2,268,510$579,741$4,232iApproximate average salary by contribution assumption: employee only about $105,792 at 4% or $70,528 at 6%; with 50% employer match about $70,528 at 4% or $47,019 at 6%; with 100% employer match about $52,896 at 4% or $35,264 at 6%.
Oregon Specialty Group Health and Welfare Plan-153---
20202137$25,022,114$3,133,608$22,873iApproximate average salary by contribution assumption: employee only about $571,826 at 4% or $381,218 at 6%; with 50% employer match about $381,218 at 4% or $254,145 at 6%; with 100% employer match about $285,913 at 4% or $190,609 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-135$23,403,684$2,618,779$19,398iApproximate average salary by contribution assumption: employee only about $484,959 at 4% or $323,306 at 6%; with 50% employer match about $323,306 at 4% or $215,537 at 6%; with 100% employer match about $242,480 at 4% or $161,653 at 6%.
Oregon Specialty Group Cash Balance Plan-137$1,618,430$514,829$3,758iApproximate average salary by contribution assumption: employee only about $93,947 at 4% or $62,631 at 6%; with 50% employer match about $62,631 at 4% or $41,754 at 6%; with 100% employer match about $46,973 at 4% or $31,316 at 6%.
20192141$19,574,927$1,811,151$12,845iApproximate average salary by contribution assumption: employee only about $321,126 at 4% or $214,084 at 6%; with 50% employer match about $214,084 at 4% or $142,723 at 6%; with 100% employer match about $160,563 at 4% or $107,042 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-141$18,573,770$1,303,708$9,246iApproximate average salary by contribution assumption: employee only about $231,154 at 4% or $154,103 at 6%; with 50% employer match about $154,103 at 4% or $102,735 at 6%; with 100% employer match about $115,577 at 4% or $77,051 at 6%.
Oregon Specialty Group Cash Balance Plan-133$1,001,157$507,443$3,815iApproximate average salary by contribution assumption: employee only about $95,384 at 4% or $63,589 at 6%; with 50% employer match about $63,589 at 4% or $42,393 at 6%; with 100% employer match about $47,692 at 4% or $31,795 at 6%.
20182120$14,999,607$1,721,178$14,343iApproximate average salary by contribution assumption: employee only about $358,579 at 4% or $239,053 at 6%; with 50% employer match about $239,053 at 4% or $159,368 at 6%; with 100% employer match about $179,289 at 4% or $119,526 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-120$14,533,011$1,254,582$10,455iApproximate average salary by contribution assumption: employee only about $261,371 at 4% or $174,248 at 6%; with 50% employer match about $174,248 at 4% or $116,165 at 6%; with 100% employer match about $130,686 at 4% or $87,124 at 6%.
Oregon Specialty Group Cash Balance Plan-104$466,596$466,596$4,487iApproximate average salary by contribution assumption: employee only about $112,163 at 4% or $74,775 at 6%; with 50% employer match about $74,775 at 4% or $49,850 at 6%; with 100% employer match about $56,081 at 4% or $37,388 at 6%.
2017190$14,812,423$1,109,674$12,330iApproximate average salary by contribution assumption: employee only about $308,243 at 4% or $205,495 at 6%; with 50% employer match about $205,495 at 4% or $136,997 at 6%; with 100% employer match about $154,121 at 4% or $102,748 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-90$14,812,423$1,109,674$12,330iApproximate average salary by contribution assumption: employee only about $308,243 at 4% or $205,495 at 6%; with 50% employer match about $205,495 at 4% or $136,997 at 6%; with 100% employer match about $154,121 at 4% or $102,748 at 6%.
2016195$12,029,110$2,363,793$24,882iApproximate average salary by contribution assumption: employee only about $622,051 at 4% or $414,701 at 6%; with 50% employer match about $414,701 at 4% or $276,467 at 6%; with 100% employer match about $311,025 at 4% or $207,350 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-95$12,029,110$2,363,793$24,882iApproximate average salary by contribution assumption: employee only about $622,051 at 4% or $414,701 at 6%; with 50% employer match about $414,701 at 4% or $276,467 at 6%; with 100% employer match about $311,025 at 4% or $207,350 at 6%.
2015194$10,073,628$787,913$8,382iApproximate average salary by contribution assumption: employee only about $209,551 at 4% or $139,701 at 6%; with 50% employer match about $139,701 at 4% or $93,134 at 6%; with 100% employer match about $104,776 at 4% or $69,850 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-94$10,073,628$787,913$8,382iApproximate average salary by contribution assumption: employee only about $209,551 at 4% or $139,701 at 6%; with 50% employer match about $139,701 at 4% or $93,134 at 6%; with 100% employer match about $104,776 at 4% or $69,850 at 6%.
2014187$11,415,720$751,984$8,643iApproximate average salary by contribution assumption: employee only about $216,087 at 4% or $144,058 at 6%; with 50% employer match about $144,058 at 4% or $96,039 at 6%; with 100% employer match about $108,044 at 4% or $72,029 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-87$11,415,720$751,984$8,643iApproximate average salary by contribution assumption: employee only about $216,087 at 4% or $144,058 at 6%; with 50% employer match about $144,058 at 4% or $96,039 at 6%; with 100% employer match about $108,044 at 4% or $72,029 at 6%.
2013181$10,761,238$676,633$8,353iApproximate average salary by contribution assumption: employee only about $208,837 at 4% or $139,225 at 6%; with 50% employer match about $139,225 at 4% or $92,817 at 6%; with 100% employer match about $104,419 at 4% or $69,612 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-81$10,761,238$676,633$8,353iApproximate average salary by contribution assumption: employee only about $208,837 at 4% or $139,225 at 6%; with 50% employer match about $139,225 at 4% or $92,817 at 6%; with 100% employer match about $104,419 at 4% or $69,612 at 6%.
2012181$8,585,959$733,280$9,053iApproximate average salary by contribution assumption: employee only about $226,321 at 4% or $150,881 at 6%; with 50% employer match about $150,881 at 4% or $100,587 at 6%; with 100% employer match about $113,160 at 4% or $75,440 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-81$8,585,959$733,280$9,053iApproximate average salary by contribution assumption: employee only about $226,321 at 4% or $150,881 at 6%; with 50% employer match about $150,881 at 4% or $100,587 at 6%; with 100% employer match about $113,160 at 4% or $75,440 at 6%.
2011181$7,061,355$814,671$10,058iApproximate average salary by contribution assumption: employee only about $251,442 at 4% or $167,628 at 6%; with 50% employer match about $167,628 at 4% or $111,752 at 6%; with 100% employer match about $125,721 at 4% or $83,814 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-81$7,061,355$814,671$10,058iApproximate average salary by contribution assumption: employee only about $251,442 at 4% or $167,628 at 6%; with 50% employer match about $167,628 at 4% or $111,752 at 6%; with 100% employer match about $125,721 at 4% or $83,814 at 6%.
2010180$6,452,439$646,253$8,078iApproximate average salary by contribution assumption: employee only about $201,954 at 4% or $134,636 at 6%; with 50% employer match about $134,636 at 4% or $89,757 at 6%; with 100% employer match about $100,977 at 4% or $67,318 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-80$6,452,439$646,253$8,078iApproximate average salary by contribution assumption: employee only about $201,954 at 4% or $134,636 at 6%; with 50% employer match about $134,636 at 4% or $89,757 at 6%; with 100% employer match about $100,977 at 4% or $67,318 at 6%.
2009170$5,088,702$320,772$4,582iApproximate average salary by contribution assumption: employee only about $114,561 at 4% or $76,374 at 6%; with 50% employer match about $76,374 at 4% or $50,916 at 6%; with 100% employer match about $57,281 at 4% or $38,187 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-70$5,088,702$320,772$4,582iApproximate average salary by contribution assumption: employee only about $114,561 at 4% or $76,374 at 6%; with 50% employer match about $76,374 at 4% or $50,916 at 6%; with 100% employer match about $57,281 at 4% or $38,187 at 6%.
2008160$4,114,072$642,278$10,705iApproximate average salary by contribution assumption: employee only about $267,616 at 4% or $178,411 at 6%; with 50% employer match about $178,411 at 4% or $118,940 at 6%; with 100% employer match about $133,808 at 4% or $89,205 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-60$4,114,072$642,278$10,705iApproximate average salary by contribution assumption: employee only about $267,616 at 4% or $178,411 at 6%; with 50% employer match about $178,411 at 4% or $118,940 at 6%; with 100% employer match about $133,808 at 4% or $89,205 at 6%.
2007163$0$0-
Oregon Specialty Group 401(K) Profit Sharing Plan-63---
2006156$4,203,901$513,364$9,167iApproximate average salary by contribution assumption: employee only about $229,180 at 4% or $152,787 at 6%; with 50% employer match about $152,787 at 4% or $101,858 at 6%; with 100% employer match about $114,590 at 4% or $76,393 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-56$4,203,901$513,364$9,167iApproximate average salary by contribution assumption: employee only about $229,180 at 4% or $152,787 at 6%; with 50% employer match about $152,787 at 4% or $101,858 at 6%; with 100% employer match about $114,590 at 4% or $76,393 at 6%.
2005156$3,299,484$441,583$7,885iApproximate average salary by contribution assumption: employee only about $197,135 at 4% or $131,424 at 6%; with 50% employer match about $131,424 at 4% or $87,616 at 6%; with 100% employer match about $98,568 at 4% or $65,712 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-56$3,299,484$441,583$7,885iApproximate average salary by contribution assumption: employee only about $197,135 at 4% or $131,424 at 6%; with 50% employer match about $131,424 at 4% or $87,616 at 6%; with 100% employer match about $98,568 at 4% or $65,712 at 6%.
2004252$2,649,417$381,572$7,338iApproximate average salary by contribution assumption: employee only about $183,448 at 4% or $122,299 at 6%; with 50% employer match about $122,299 at 4% or $81,532 at 6%; with 100% employer match about $91,724 at 4% or $61,149 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-52$2,649,417$381,572$7,338iApproximate average salary by contribution assumption: employee only about $183,448 at 4% or $122,299 at 6%; with 50% employer match about $122,299 at 4% or $81,532 at 6%; with 100% employer match about $91,724 at 4% or $61,149 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-52---
2003148$2,152,117$303,058$6,314iApproximate average salary by contribution assumption: employee only about $157,843 at 4% or $105,228 at 6%; with 50% employer match about $105,228 at 4% or $70,152 at 6%; with 100% employer match about $78,921 at 4% or $52,614 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-48$2,152,117$303,058$6,314iApproximate average salary by contribution assumption: employee only about $157,843 at 4% or $105,228 at 6%; with 50% employer match about $105,228 at 4% or $70,152 at 6%; with 100% employer match about $78,921 at 4% or $52,614 at 6%.
2002242$1,571,259$290,590$6,919iApproximate average salary by contribution assumption: employee only about $172,970 at 4% or $115,313 at 6%; with 50% employer match about $115,313 at 4% or $76,876 at 6%; with 100% employer match about $86,485 at 4% or $57,657 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-42$1,571,259$290,590$6,919iApproximate average salary by contribution assumption: employee only about $172,970 at 4% or $115,313 at 6%; with 50% employer match about $115,313 at 4% or $76,876 at 6%; with 100% employer match about $86,485 at 4% or $57,657 at 6%.
Oregon Specialty Group Cash Balance Plan-0---
2001236$1,497,098$713,643$19,823iApproximate average salary by contribution assumption: employee only about $495,585 at 4% or $330,390 at 6%; with 50% employer match about $330,390 at 4% or $220,260 at 6%; with 100% employer match about $247,793 at 4% or $165,195 at 6%.
Oregon Specialty Group Cash Balance Plan-36$831,828$369,313$10,259iApproximate average salary by contribution assumption: employee only about $256,467 at 4% or $170,978 at 6%; with 50% employer match about $170,978 at 4% or $113,985 at 6%; with 100% employer match about $128,234 at 4% or $85,489 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-36$665,270$344,330$9,565iApproximate average salary by contribution assumption: employee only about $239,118 at 4% or $159,412 at 6%; with 50% employer match about $159,412 at 4% or $106,275 at 6%; with 100% employer match about $119,559 at 4% or $79,706 at 6%.
2000233$877,221$901,807$27,327iApproximate average salary by contribution assumption: employee only about $683,187 at 4% or $455,458 at 6%; with 50% employer match about $455,458 at 4% or $303,639 at 6%; with 100% employer match about $341,594 at 4% or $227,729 at 6%.
Oregon Specialty Group Cash Balance Plan-33$504,053$517,366$15,678iApproximate average salary by contribution assumption: employee only about $391,944 at 4% or $261,296 at 6%; with 50% employer match about $261,296 at 4% or $174,197 at 6%; with 100% employer match about $195,972 at 4% or $130,648 at 6%.
Oregon Specialty Group 401(K) Profit Sharing Plan-33$373,168$384,441$11,650iApproximate average salary by contribution assumption: employee only about $291,243 at 4% or $194,162 at 6%; with 50% employer match about $194,162 at 4% or $129,441 at 6%; with 100% employer match about $145,622 at 4% or $97,081 at 6%.