401(k)
2022 plan-year 401(k) DOL Form 5500

Emery & Sons Construction Group, LLC Retirement and Savings Plan

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

Sponsored by Emery & Sons Construction Group, LLC · Oregon · Construction

What the 2023 filing shows

Emery & Sons Construction Group, LLC Retirement and Savings Plan holds $19M for 179 participants — about $105,888 per participant, down 39.5% over the 2022 plan year.

$19M
total plan assets (2022 EOY)
179
covered participants
$105,888
avg assets per participant
-39.5%
assets change YoY

The plan reported a net loss of $12M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$19M
Participants
179
State
Industry
Construction

What the Filing Says About Emery & Sons Construction Group, LLC Retirement and Savings Plan

Emery & Sons Construction Group, LLC Retirement and Savings Plan is a 401(k) retirement plan sponsored by Emery & Sons Construction Group, LLC, headquartered in Oregon. As of the 2022 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 179 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 830966301, and the plan has been effective since 2002-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $31M at the beginning of 2022 to $19M at year-end — a decline of 39.5%. Net assets (after liabilities) closed the year at $19M, with reported net income of $-12,386,092 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)$31M
Total Assets (End of Year)$19M
Net Assets (End of Year)$19M
Net Income$-12,386,092
Plan Type401(k)
Employer EIN830966301
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emery & Sons Construction Group, LLC)

Year Plans Participants Total Assets
2022 1 179 $19M
2023 1 208 $26M
2024 1 199 $33M

Nearby 401(k) Plans in Oregon

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Frequently Asked Questions

How much money is in the Emery & Sons Construction Group, LLC Retirement and Savings Plan?
As of the 2022 Form 5500 filing, Emery & Sons Construction Group, LLC Retirement and Savings Plan holds $19M in total assets with 179 participants. It is sponsored by Emery & Sons Construction Group, LLC.
What type of plan is Emery & Sons Construction Group, LLC Retirement and Savings Plan?
Emery & Sons Construction Group, LLC Retirement and Savings Plan is a 401(k) plan. It has been effective since 2002-01-01. The plan is filed with the U.S. Department of Labor under EIN 830966301.
Who sponsors the Emery & Sons Construction Group, LLC Retirement and Savings Plan?
Emery & Sons Construction Group, LLC Retirement and Savings Plan is sponsored by Emery & Sons Construction Group, LLC, located in Oregon. The sponsor's EIN is 830966301 and the plan operates in the Construction industry.
How did Emery & Sons Construction Group, LLC Retirement and Savings Plan perform in 2022?
Emery & Sons Construction Group, LLC Retirement and Savings Plan declined by 39.5% during 2022, moving from $31M to $19M in total assets. Net income was $-12,386,092.
Where can I find official filings for Emery & Sons Construction Group, LLC Retirement and Savings Plan?
Official Form 5500 filings for Emery & Sons Construction Group, LLC Retirement and Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 830966301 or plan name at efast.dol.gov.
How does Emery & Sons Construction Group, LLC Retirement and Savings Plan compare to other plans?
You can compare Emery & Sons Construction Group, LLC Retirement and Savings 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.

Explore PlainRetire

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 830966301.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.