401(k) · DOL Form 5500 · 2022
Portland Supported Employment 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $74,429
- Avg per participant Below avg balance/head
Official DOL plan name: Portland Supported Employment 401(k) Profit Sharing Plan and Trust · Sponsored by Portland Supported Employment · Oregon · Healthcare & Social Assistance
$1M in assets, 14 participants
Portland Supported Employment's Portland Supported Employment 401(k) Profit Sharing Plan and Trust reported $1M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #4,552 in Healthcare & Social Assistance (20,060 peers)
Portland Supported Employment multi-year trail
Portland Supported Employment's plans moved -42.8% in assets from 2022 to 2024; this filing shows Portland Supported Employment 401(k) Profit Sharing Plan and Trust at $1M / 14 participants.
- #4,552
- in Healthcare & Social Assistance (20,060 peers)
- +21.5%
- assets growth YoY
Portland Supported Employment 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
Portland Supported Employment 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,042,006 25th percentile higher than 25% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Portland Supported Employment 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Portland Supported Employment 401(k) Profit Sharing Plan and Trust is a small filing (14 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 931318907 · Portland Supported Employment PY 2022 · 401(k)
Portland Supported Employment 401(k) Profit Sharing Plan and Trust · $1M · 14 · 25th
- BOY $1M
- BOY 14
- BOY 25th
- BOY 401(k)
- BOY near Brightspace Senior Living LLC 401(k) Profit Sharing
- BOY ind #4552
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 →
Portland Supported Employment 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Portland Supported Employment multi-year asset trail
Sponsor-wide plan assets over time
All Portland Supported Employment plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 42.7937860028017% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 75 | $2M |
| 2023 | 1 | 44 | $2M |
| 2024 | 1 | 53 | $1M |
Portland Supported Employment filing trail (2022)
| Total Assets (Beginning of Year) | $858K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $184K |
| Employer EIN | 931318907 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
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. $5.2B · 36,913
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.0B · 7,492
- Precision Castparts Corp. 401(k) Retirement Savings Plan $1.9B · 14,939
- Xpo Logistics Retirement Savings Plan $1.7B · 6,855
- Pacificorp K Plus Employee Savings Plan $1.4B · 4,905
Portland Supported Employment 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Brightspace Senior Living LLC 401(k) Profit Sharing in TN ($1M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.
- The Stock Exchange Bank 401(k) Plan Tr. (KS) 14 · 0 off
- Athens Group Retirement Savings Plan (TX) 14 · 0 off
- Logixservice, Inc. Profit Sharing Plan (CA) 14 · 0 off
- Mgm / Fbs Retirement Plan (TX) 14 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.