Profit Sharing · DOL Form 5500 · 2022
Becker Capital Management, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $28M
- Total assets
- 30
- Participants
- 82nd
- Percentile by assets
- $935,685
- Avg per participant
Official DOL plan name: Becker Capital Management, Inc. Pension and Profit Sharing Trust · Sponsored by Becker Capital Management, Inc. · Oregon · Finance & Insurance
$28M in assets, 30 participants
Becker Capital Management, Inc.'s Becker Capital Management, Inc. Pension and Profit Sharing Trust reported $28M in total assets and 30 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 82nd percentile by assets (of 139,126 plans)
- #6,566 in Finance & Insurance (9,261 peers)
Where Becker Capital Management, Inc. Pension and Profit Sharing Trust sits by assets
Becker Capital Management, Inc. Pension and Profit Sharing Trust sits in the top quartile of all filed plans by assets, $28M for 30 participants (~$935,685/participant), down 5.8% in 2022.
- $28M
- total plan assets (2022 EOY)
- 30
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $935,685
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Becker Capital Management, Inc. Pension and Profit Sharing Trust vs the 2022 asset distribution
By assets, Becker Capital Management, Inc. Pension and Profit Sharing Trust outranks 82% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$2M |
| Employer EIN | 930663104 |
| Plan Effective Date | 1980-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Becker Capital Management, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 30 | $28M |
| 2023 | 1 | 31 | $31M |
| 2024 | 1 | 31 | $36M |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Becker Capital Management, Inc. Pension and Profit Sharing Trust vs. nearby Profit Sharing plans in Oregon, assets vs. participants
- Les Schwab Profit Sharing Retirement Plan $731M · 5,197
- Legacy Health Defined Contribution Retirement Plan $557M · 10,849
- Willamette University Defined Contribution Retirement Plan $177M · 765
- The Hoffman Employee Retirement Income Plan $147M · 483
- Goodwill Industries Employee Retirement and Incentive Plan $61M · 1,519
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Becker Capital Management, Inc. Pension and Profit Sharing Trust by total assets, not by location.
- Reit Management Corp. Profit Sharing Plan (NY) $28M · 14
- Autobody Products, Inc. Profit Sharing Plan (PA) $28M · 125
- Oak Associates Profit Sharing Plan (OH) $28M · 13
- Buffalo Laborers Security Fund (NY) $28M · 1,282
Frequently Asked Questions
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Ways to act on Becker Capital Management, Inc. Pension and Profit Sharing Trust's numbers.
- By total assets, Becker Capital Management, Inc. Pension and Profit Sharing Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Oregon. Compare plans
- Becker Capital Management, Inc.'s sponsor-wide assets have grown 28.5% since 2022 across 3 plan years on file. More Finance & Insurance plans