Columbia Banking System 401(k) and retirement plans

Columbia Banking System, Inc., Tacoma, WA. EIN 91-1422237. Annual reports 2009–2025. Also filed as Umpqua Holdings Corporation; Redding Bank of Commerce; Merchants Bank of Commerce; Columbia Banking System Inc.

Columbia Banking System, Inc. has one active retirement plan on file, the Columbia Bank 401(k) and Profit Sharing Plan, with 7,647 participants and $850 million in assets in 2025. Fidelity has been its recordkeeper since 2022. No traditional pension plan appears in Columbia Banking System's filings since 2009.

Active plans: 1
Participants: 7,647
Plan assets: $850 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Columbia Bank 401(k) and Profit Sharing Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 91-1422237
Participants (2025): 7,647
Net assets (2025): $850 million
Recordkeeper: FidelityEarlier: Empower (2020–2021), Fidelity (2019), First Mercantile Trust (2018), Fidelity (2016–2017), First Mercantile Trust (2015), Fidelity (2012–2014), Standard (StanCorp) (2009–2010)
Plan administrator: Columbia Banking System, Inc.
1301 a Street
Tacoma, WA 98402
(503) 268-6633As filed for 2025
In effect since: December 31, 1971

Plans merged into this one: Sterling Savings Bank Employee Savings and Investment Plan and Trust (2014); Columbia Bank Cash Or Deferred Profit Sharing 401(k) Plan and Trust (2023).

Earlier sponsors: Umpqua Holdings Corporation (2009–2019); Redding Bank of Commerce (2011–2018); Merchants Bank of Commerce (2020).

Earlier plan names: Umpqua Bank 401K and Profit Sharing Plan; Redding Bank of Commerce 401(k) Profit Sharing Plan; Umpqua Bank 401(k) and Profit Sharing Plan; Redding Bank of Commerce 401K Profit Sharing Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	7,647	$850 million	Fidelity
2024	7,528	$761 million	Fidelity
2023	7,858	$695 million	Fidelity
2022	5,572	$396 million	Fidelity
2021	238	$21.3 million	Empower
2020	260	$20.4 million	Empower
2019	5,715	$365 million	Fidelity
2018	234	$15.7 million	First Mercantile Trust
2017	5,837	$339 million	Fidelity
2016	5,985	$281 million	Fidelity
2015	183	$11.4 million	First Mercantile Trust
2014	6,204	$259 million	Fidelity
2013	3,024	$129 million	Fidelity
2012	3,004	$103 million	Fidelity
2011	146	$7.1 million	not listed
2010	2,721	$85.0 million	Standard (StanCorp)
2009	2,339	$73.4 million	Standard (StanCorp)

Columbia Bank Cash Or Deferred Profit Sharing 401(k) Plan and Trust

401(k)Merged

Merged. In 2023 its assets moved to the Umpqua Bank 401(k) & Profit Sharing Plan, sponsored by Columbia Banking System, Inc. (EIN 91-1422237, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 91-1422237
Participants (2022): 3,120
Net assets (2022): $249 million
Recordkeeper: T. Rowe PriceEarlier: Trautmann Maher & Associates (2010–2019)
Plan administrator: Columbia Banking System, Inc.
1301 a Street
Tacoma, WA 98402
(235) 305-4567As filed for 2023
In effect since: August 11, 1984

Plans merged into this one: Pacific Premier Bank 401(k) Plan (2025).

Earlier plan names: Columbia Bank Cash Or Deferred Profit Sharing 401(k) Plan.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	T. Rowe Price
2022	3,120	$249 million	T. Rowe Price
2021	2,997	$263 million	T. Rowe Price
2020	3,056	$227 million	T. Rowe Price
2019	2,755	$198 million	Trautmann Maher & Associates
2018	2,777	$160 million	Trautmann Maher & Associates
2017	2,797	$165 million	Trautmann Maher & Associates
2016	2,389	$133 million	Trautmann Maher & Associates
2015	2,340	$114 million	Trautmann Maher & Associates
2014	2,098	$92.7 million	Trautmann Maher & Associates
2013	1,998	$77.1 million	Trautmann Maher & Associates
2012	1,476	$59.8 million	Trautmann Maher & Associates
2011	1,322	$49.6 million	Trautmann Maher & Associates
2010	1,206	$45.0 million	Trautmann Maher & Associates
2009	934	$37.7 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Columbia Bank 401(k) and Profit Sharing Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((503) 268-6633). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Columbia Bank 401(k) and Profit Sharing Plan

Columbia Bank Cash Or Deferred Profit Sharing 401(k) Plan and Trust

If you had money in one of these plans

What these numbers are

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