Profit Sharing · DOL Form 5500 · 2022

Becker Capital Management, Inc. Profit Sharing Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
30
Participants Small participant base
82nd
Percentile by assets National rank
$935,685
Avg per participant High balance/head
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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.

  • #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.

#6,566
in Finance & Insurance (9,261 peers)
-5.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

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's outsized position by total assets

Becker Capital Management, Inc. Pension and Profit Sharing Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$28,070,562 Top 18% higher than 82% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Becker Capital Management, Inc. Pension and Profit Sharing Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Becker Capital Management, Inc. Pension and Profit Sharing Trust is a small filing (30 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 930663104 · Becker Capital Management, Inc. PY 2022 · Profit Sharing

Becker Capital Management, Inc. Pension and Profit Sharing Trust · $28M · 30 · 82nd

  • EIN $28M
  • RANK 30
  • PHOTO 82nd
  • IND Profit Sharing
  • EOY near Reit Management Corp. Profit Sharing Plan
  • 5500 ind #6566

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Oregon →

Becker Capital Management, Inc. Pension and Profit Sharing Trust in the asset neighbourhood

Autobody Products, Inc. Profit Sharing PlanAutobody Products, Inc. Prof…$28MOak Associates Profit Sharing PlanOak Associates Profit Sharin…$28MBuffalo Laborers Security FundBuffalo Laborers Security Fu…$28MReit Management Corp. Profit Sharing PlanReit Management Corp. Profit…$28MBecker Capital Management, Inc. Pension and Profit Sharing TrustBecker Capital Management, I…$28M
End-of-year total assets ($M) among Becker Capital Management, Inc. Pension and Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$28M
Net Income-$2M
Employer EIN930663104
Plan Effective Date1980-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Becker Capital Management, Inc.)

Sponsor-wide plan assets over time

All Becker Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 28.51366851864241% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.1M $36.1M ▲ +28.5%
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 Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Becker Capital Management, Inc. Pension and Profit Sharing Trust, Total assets ($M): 28.070562 · Participants: 30Becker Capital Management, Inc. Pension and Profit Sharing TrustLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 730.86675 · Participants: 5197Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 556.921709 · Participants: 10849Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 176.596093 · Participants: 765Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 146.675789 · Participants: 483The Hoffman Employee Retirement Income PlanGoodwill Industries Employee Retirement and Incentive Plan, Total assets ($M): 61.284393 · Participants: 1519Goodwill Industries Employee Retirement and Incentive Plan
Becker Capital Management, Inc. Pension and Profit Sharing Trust vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Becker Capital Management, Inc. Pension and Profit Sharing Trust side-by-side with 3 peers →

Becker Capital Management, Inc. Pension and Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Reit Management Corp. Profit Sharing Plan in NY ($28M); by covered participants it is Amp Electric Landscape Co Inc Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Becker Capital Management, Inc. Pension and Profit Sharing Trust assets move in 2022? ▼
Becker Capital Management, Inc. Pension and Profit Sharing Trust pulled back noticeably - down 5.8% during 2022, from $30M to $28M. Reported net income was -$2M.
How have Becker Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Becker Capital Management, Inc.'s sponsor-wide assets grew 28.5%, from $28M to $36M.
Where does Becker Capital Management, Inc. Pension and Profit Sharing Trust rank by assets among Form 5500 filers? ▼
Becker Capital Management, Inc. Pension and Profit Sharing Trust ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Becker Capital Management, Inc. Pension and Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Reit Management Corp. Profit Sharing Plan in NY ($28M, 14 participants).
Which Profit Sharing plans cover a similar participant headcount to Becker Capital Management, Inc. Pension and Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Amp Electric Landscape Co Inc Profit Sharing Plan in CA (30 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930663104.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.