Perkins & Company P.C. Employee 401(k) Profit Sharing Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Perkins & Company P.C. · Oregon · Professional & Technical Services

What the 2023 filing shows

Perkins & Company P.C. Employee 401(k) Profit Sharing Plan holds $36M for 165 participants — about $220,296 per participant, down 13.0% over the 2022 plan year.

$36M
total plan assets (2022 EOY): 165
covered participants: $220,296
avg assets per participant: -13.0%
assets change YoY

The plan reported a net loss of $5M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$36M

Participants

165

State

Oregon

Industry

Professional & Technical Services

What the Filing Says About Perkins & Company P.C. Employee 401(k) Profit Sharing Plan

Perkins & Company P.C. Employee 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Perkins & Company P.C., headquartered in Oregon. As of the 2022 Form 5500 filing, the plan reports $36M in total end-of-year assets and covers 165 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 930928924, and the plan has been effective since 1986-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $42M at the beginning of 2022 to $36M at year-end — a decline of 13.0%. Net assets (after liabilities) closed the year at $36M, with reported net income of $-5,426,532 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$42M
Total Assets (End of Year)	$36M
Net Assets (End of Year)	$36M
Net Income	$-5,426,532
Plan Type	401(k)
Employer EIN	930928924
Plan Effective Date	1986-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Perkins & Company P.C.)

Year	Plans	Participants	Total Assets
2022	1	165	$36M
2023	1	195	$43M
2024	1	203	$50M

Nearby 401(k) Plans in Oregon

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

401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
Xpo Logistics Retirement Savings Plan $1.8B · 6,189
Pacificorp K Plus Employee Savings Plan $1.6B · 4,968

Compare Perkins & Company P.C. Employee 401(k) P… side-by-side with 3 peers →

Related Data

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Frequently Asked Questions

How much money is in the Perkins & Company P.C. Employee 401(k) Profit Sharing Plan? ▼

As of the 2022 Form 5500 filing, Perkins & Company P.C. Employee 401(k) Profit Sharing Plan holds $36M in total assets with 165 participants. It is sponsored by Perkins & Company P.C..

What type of plan is Perkins & Company P.C. Employee 401(k) Profit Sharing Plan? ▼

Perkins & Company P.C. Employee 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1986-09-01. The plan is filed with the U.S. Department of Labor under EIN 930928924.

Who sponsors the Perkins & Company P.C. Employee 401(k) Profit Sharing Plan? ▼

Perkins & Company P.C. Employee 401(k) Profit Sharing Plan is sponsored by Perkins & Company P.C., located in Oregon. The sponsor's EIN is 930928924 and the plan operates in the Professional & Technical Services industry.

How did Perkins & Company P.C. Employee 401(k) Profit Sharing Plan perform in 2022? ▼

Perkins & Company P.C. Employee 401(k) Profit Sharing Plan declined by 13.0% during 2022, moving from $42M to $36M in total assets. Net income was $-5,426,532.

Where can I find official filings for Perkins & Company P.C. Employee 401(k) Profit Sharing Plan? ▼

Official Form 5500 filings for Perkins & Company P.C. Employee 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 930928924 or plan name at efast.dol.gov.

How does Perkins & Company P.C. Employee 401(k) Profit Sharing Plan compare to other plans? ▼

You can compare Perkins & Company P.C. Employee 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.