401(k) · DOL Form 5500 · 2022

Genesis Financial Solutions 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
696
Participants Below avg headcount
81st
Percentile by assets National rank
$38,209
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Genesis Financial Solutions 401(k) Plan · Sponsored by Genesis Financial Solutions · Oregon · Finance & Insurance

$27M in assets, 696 participants

Genesis Financial Solutions's Genesis Financial Solutions 401(k) Plan reported $27M in total assets and 696 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,468 in Finance & Insurance (9,261 peers)

Where Genesis Financial Solutions 401(k) Plan sits by assets

Genesis Financial Solutions 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 696 participants (~$38,209/participant), down 11.3% in 2022.

#6,468
in Finance & Insurance (9,261 peers)
-11.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Genesis Financial Solutions 401(k) Plan's outsized position by total assets

Genesis Financial Solutions 401(k) Plan vs every filed plan by assets

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

$26,593,764 Top 19% higher than 81% 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

Genesis Financial Solutions 401(k) 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. Genesis Financial Solutions 401(k) Plan sits mid-pack in the medium band (696 participants).

DOL schedule card

Filing strip 752930009 · Genesis Financial Solutions PY 2022 · 401(k)

Genesis Financial Solutions 401(k) Plan · $27M · 696 · 81st

  • VS-ST $27M
  • VS-ST 696
  • VS-ST 81st
  • VS-ST 401(k)
  • VS-ST near The Myers-Briggs Company 401(k) Retirement Savings Plan
  • VS-ST ind #6468

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 →

Genesis Financial Solutions 401(k) Plan in the asset neighbourhood

The Myers-Briggs Company 401(k) Retirement Savings PlanThe Myers-Briggs Company 401…$27MGenesis Financial Solutions 401(k) PlanGenesis Financial Solutions …$27MGavin De Becker & Associates, L.P 401(k) PlanGavin De Becker & Associates…$27MHouzz 401(k) Plan$27MTheracare 401(k) Savings Plan$27M
End-of-year total assets ($M) among Genesis Financial Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$27M
Net Income-$3M
Employer EIN752930009
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Genesis Financial Solutions 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Genesis Financial Solutions 401(k) Plan, Total assets ($B): 0.026593764 · Participants: 696Genesis Financial Solutions 401(k) 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
Genesis Financial Solutions 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Genesis Financial Solutions 401(k) Plan side-by-side with 3 peers →

Genesis Financial Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is The Myers-Briggs Company 401(k) Retirement Savings Plan in CA ($27M); by covered participants it is Capital Health Services, Inc. Savings Plan & Trust in OH (696 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (696 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 Genesis Financial Solutions 401(k) Plan assets move in 2022? ▼
Genesis Financial Solutions 401(k) Plan pulled back noticeably - down 11.3% during 2022, from $30M to $27M. Reported net income was -$3M.
Where does Genesis Financial Solutions 401(k) Plan rank by assets among Form 5500 filers? ▼
Genesis Financial Solutions 401(k) Plan ranks in the 81st 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 Genesis Financial Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Myers-Briggs Company 401(k) Retirement Savings Plan in CA ($27M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Genesis Financial Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital Health Services, Inc. Savings Plan & Trust in OH (696 participants, $6M 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 752930009.

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.