Options For Southern Oregon, Inc. 401(k) Plan: Login, Facts & Contact Information

Options For Southern Oregon, Inc. 401(k) Plan Facts

Plan name
OPTIONS FOR SOUTHERN OREGON, INC. 403(B) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
OPTIONS FOR SOUTHERN OREGON, INC.
Participants
674 (519 active employees)
Former employees with a balance
131
Plan assets
$28,761,031 at Jun 30, 2025
Average account balance
$54,266 across 530 accounts
Employer contributions
$1,540,205 in plan year 2024 (40% of all contributions)
Recordkeeper
Variable Annuity Life Insurance Co
Plan year
Jul 1, 2024 – Jun 30, 2025
Plan established
Jan 1, 1993
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Apr 3, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.85 million went into the plan in contributions, $1.54 million of it from the employer (40%).
  • $1.77 million was paid out to participants.
  • Investment and other income added $2.73 million.
  • Administrative expenses were $80,483, about $152 per account.

How the Options For Southern Oregon, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019496$15.0 million$915,669$887,836
2020555$19.8 million$1.01 million$1.27 million
2021555$17.5 million$1.02 million$2.34 million
2022585$20.7 million$1.13 million$1.34 million
2023643$24.1 million$1.33 million$2.66 million
2024674$28.8 million$1.54 million$1.77 million

Options For Southern Oregon, Inc. 401(k) Contact Information

Phone
541-476-2373
Mailing address
1215 SW G ST, GRANT PASS OR 975262544
Plan sponsor
OPTIONS FOR SOUTHERN OREGON, INC.
Employer identification number (EIN)
93-0804385
Plan number
001

Questions about the Options For Southern Oregon, Inc. 401(k)

Does Options For Southern Oregon, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.54 million, 40% of all contributions.

Does the Options For Southern Oregon, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Options For Southern Oregon, Inc 401(k) plan?

674 participants at the start of plan year 2024, 519 of them active employees, and 131 former employees who still had money in the plan.

What is the average 401(k) balance at Options For Southern Oregon, Inc?

About $54,266 per account: $28.8 million in plan assets across 530 accounts with a balance at the end of plan year 2024.

Who manages the Options For Southern Oregon, Inc 401(k) accounts?

VARIABLE ANNUITY LIFE INSURANCE CO is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Options For Southern Oregon, Inc. How do I access my 401(k)?

Your account stays with VARIABLE ANNUITY LIFE INSURANCE CO after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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