401(k) · DOL Form 5500 · 2022

The Willamette Valley Company LLC 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
439
Participants Below avg headcount
87th
Percentile by assets National rank
$105,444
Avg per participant Below avg balance/head
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Official DOL plan name: The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan · Sponsored by The Willamette Valley Company LLC · Oregon · Wholesale Trade

$46M in assets, 439 participants

The Willamette Valley Company LLC's The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan reported $46M in total assets and 439 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,056 in Wholesale Trade (6,843 peers)

Where The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan sits by assets

The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $46M for 439 participants (~$105,444/participant), down 21.0% in 2022.

#6,056
in Wholesale Trade (6,843 peers)
-21.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan's outsized position by total assets

The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan vs every filed plan by assets

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

$46,289,889 Top 13% higher than 87% 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

The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan sits mid-pack in the medium band (439 participants).

EBSA filing schedule strip

Filing strip 930469759 · The Willamette Valley Company LLC PY 2022 · 401(k)

The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan · $46M · 439 · 87th

  • EIN $46M
  • EIN 439
  • EIN 87th
  • EIN 401(k)
  • EIN near Boston School Bus Drivers Deferred Retirement and Savings Plan
  • EIN ind #6056

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 Wholesale Trade retirement plans → · Plans in Oregon →

The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan in the asset neighbourhood

The Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$46MForesight Energy LLC 401(k) PlanForesight Energy LLC 401(k) …$46MThe Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing PlanThe Willamette Valley Compan…$46MBoston School Bus Drivers Deferred Retirement and Savings PlanBoston School Bus Drivers De…$46MSavings Plan for Employees of Plastic Omnium Auto Exteriors, L.L.C.Savings Plan for Employees o…$46M
End-of-year total assets ($M) among The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$46M
Net Income-$12M
Employer EIN930469759
Plan Effective Date1966-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Willamette Valley Company LLC)

Sponsor-wide plan assets over time

All The Willamette Valley Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$63M 36.87580456284957% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $46.3M $63.4M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 439 $46M
2023 1 410 $55M
2024 1 457 $63M

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan, Total assets ($B): 0.046289889 · Participants: 439The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Boston School Bus Drivers Deferred Retirement and Savings Plan in MA ($46M); by covered participants it is R. W. Griffin Feed Seed & Fertilizer 401(k) Plan in GA (439 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (439 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 The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan assets move in 2022? ▼
The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan declined sharply - down 21.0% during 2022, from $59M to $46M. Reported net income was -$12M.
How have The Willamette Valley Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Willamette Valley Company LLC's sponsor-wide assets grew 36.9%, from $46M to $63M.
Where does The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan ranks in the 87th 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 401(k) plans are similar in size to The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boston School Bus Drivers Deferred Retirement and Savings Plan in MA ($46M, 832 participants).
Which 401(k) plans cover a similar participant headcount to The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R. W. Griffin Feed Seed & Fertilizer 401(k) Plan in GA (439 participants, $17M 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 930469759.

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.