Profit Sharing · DOL Form 5500 · 2022

Serenity Lane Health Services Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
191
Participants Below avg headcount
38th
Percentile by assets National rank
$13,788
Avg per participant Low balance/head
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Official DOL plan name: Serenity Lane Health Services and Affiliated Companies Pension Plan · Sponsored by Serenity Lane Health Services · Oregon · Healthcare & Social Assistance

$3M in assets, 191 participants

Serenity Lane Health Services's Serenity Lane Health Services and Affiliated Companies Pension Plan reported $3M in total assets and 191 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #8,192 in Healthcare & Social Assistance (20,060 peers)

Coverage in Oregon

Serenity Lane Health Services and Affiliated Companies Pension Plan covers 191 participants in Oregon, about 43% of the average Oregon filer (state average ~443 per filing). Assets: $3M.

#8,192
in Healthcare & Social Assistance (20,060 peers)
-16.0%
assets change YoY

The plan reported a net loss of $503K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Serenity Lane Health Services and Affiliated Companies Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Serenity Lane Health Services and Affiliated Companies Pension Plan vs every filed plan by assets

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

$2,633,483 38th percentile higher than 38% 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

Serenity Lane Health Services and Affiliated Companies Pension 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. Serenity Lane Health Services and Affiliated Companies Pension Plan sits mid-pack in the medium band (191 participants).

DOL schedule card

Filing strip 943113708 · Serenity Lane Health Services PY 2022 · Profit Sharing

Serenity Lane Health Services and Affiliated Companies Pension Plan · $3M · 191 · 38th

  • RANK $3M
  • PHOTO 191
  • IND 38th
  • EOY Profit Sharing
  • 5500 near Barr Mechanical Sales, Inc. Profit Sharing Plan 13719 West Laurel Lake Forest, Il 60045
  • ASSETS ind #8192

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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Serenity Lane Health Services and Affiliated Companies Pension Plan in the asset neighbourhood

Stephen M. Cito Dds Profit Sharing PlanStephen M. Cito Dds Profit S…$3MSerenity Lane Health Services and Affiliated Companies Pension PlanSerenity Lane Health Service…$3MBarr Mechanical Sales, Inc. Profit Sharing Plan 13719 West Laurel Lake Forest, Il 60045Barr Mechanical Sales, Inc. …$3MNortheast Bronx Daycare, Inc. Profit Sharing PlanNortheast Bronx Daycare, Inc…$3MG. Cronin & Sons, Inc. Profit Sharing PlanG. Cronin & Sons, Inc. Profi…$3M
End-of-year total assets ($M) among Serenity Lane Health Services and Affiliated Companies Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$503K
Employer EIN943113708
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Serenity Lane Health Services)

Sponsor-wide plan assets over time

All Serenity Lane Health Services plans reported in each filing year

Latest sponsor-wide plan assets
$3M 14.167966909222502% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.63M $3.01M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 191 $3M
2023 1 179 $3M
2024 1 190 $3M

Nearby Profit Sharing Plans in Oregon

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Serenity Lane Health Services and Affiliated Companies Pension Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Serenity Lane Health Services and Affiliated Companies Pension Plan, Total assets ($M): 2.633483 · Participants: 191Serenity Lane Health Services and Affiliated Companies Pension PlanLes 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
Serenity Lane Health Services and Affiliated Companies Pension Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Serenity Lane Health Services and Affiliated Companies Pension Plan side-by-side with 3 peers →

Serenity Lane Health Services and Affiliated Companies Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Barr Mechanical Sales, Inc. Profit Sharing Plan 13719 West Laurel Lake Forest, Il 60045 in IL ($3M); by covered participants it is Job Haines Home Retirement Plan in NJ (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Serenity Lane Health Services and Affiliated Companies Pension Plan assets move in 2022? ▼
Serenity Lane Health Services and Affiliated Companies Pension Plan declined sharply - down 16.0% during 2022, from $3M to $3M. Reported net income was -$503K.
How have Serenity Lane Health Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Serenity Lane Health Services's sponsor-wide assets grew 14.2%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Serenity Lane Health Services and Affiliated Companies Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Barr Mechanical Sales, Inc. Profit Sharing Plan 13719 West Laurel Lake Forest, Il 60045 in IL ($3M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Serenity Lane Health Services and Affiliated Companies Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Job Haines Home Retirement Plan in NJ (191 participants, $4M 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 943113708.

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.