401(k) · DOL Form 5500 · 2022

Port Blakely Tree Farms Limited Partnership 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
109
Participants Small participant base
80th
Percentile by assets National rank
$228,920
Avg per participant Above avg balance/head
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Official DOL plan name: Port Blakely 401(k) Profit Sharing Plan and Trust · Sponsored by Port Blakely Tree Farms Limited Partnership · Washington · Other Services

$25M in assets, 109 participants

Port Blakely Tree Farms Limited Partnership's Port Blakely 401(k) Profit Sharing Plan and Trust reported $25M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,547 in Other Services (8,398 peers)

Coverage in Washington

Port Blakely 401(k) Profit Sharing Plan and Trust covers 109 participants in Washington, about 7% of the average Washington filer (state average ~1,476 per filing). Assets: $25M.

#7,547
in Other Services (8,398 peers)
-23.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Port Blakely 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Port Blakely 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$24,952,288 Top 20% higher than 80% 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

Port Blakely 401(k) Profit Sharing Plan and Trust 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. Port Blakely 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (109 participants).

EBSA filing schedule strip

Filing strip 911289012 · Port Blakely Tree Farms Limited Partnership PY 2022 · 401(k)

Port Blakely 401(k) Profit Sharing Plan and Trust · $25M · 109 · 80th

  • EBSA $25M
  • PART 109
  • TYPE 80th
  • NET 401(k)
  • BOOK near Connell Resources, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #7547

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 Other Services retirement plans → · Plans in Washington →

Port Blakely 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Port Blakely 401(k) Profit Sharing Plan and TrustPort Blakely 401(k) Profit S…$25MConnell Resources, Inc. 401(k) Profit Sharing PlanConnell Resources, Inc. 401(…$25MMarcus Thomas, LLC. Tax-Deferred Savings PlanMarcus Thomas, LLC. Tax-Defe…$25MRoquette America Inc Bargaining Unit Savings PlanRoquette America Inc Bargain…$25MMichaud, Cooley, Erickson Psp and TrustMichaud, Cooley, Erickson Ps…$25M
End-of-year total assets ($M) among Port Blakely 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$25M
Net Income-$8M
Employer EIN911289012
Plan Effective Date1966-12-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Port Blakely 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Port Blakely 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.024952288 · Participants: 109Port Blakely 401(k) Profit Sharing Plan and TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Port Blakely 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Port Blakely 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Port Blakely 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Connell Resources, Inc. 401(k) Profit Sharing Plan in CO ($25M); by covered participants it is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Port Blakely 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Port Blakely 401(k) Profit Sharing Plan and Trust declined sharply - down 23.5% during 2022, from $33M to $25M. Reported net income was -$8M.
Where does Port Blakely 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Port Blakely 401(k) Profit Sharing Plan and Trust ranks in the 80th 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 Port Blakely 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Connell Resources, Inc. 401(k) Profit Sharing Plan in CO ($25M, 211 participants).
Which 401(k) plans cover a similar participant headcount to Port Blakely 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants, N/A 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 911289012.

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.