401(k) · DOL Form 5500 · 2022
Frontier Management, LLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 3,330
- Participants Above avg headcount
- 67th
- Percentile by assets National rank
- $3,351
- Avg per participant Low balance/head
Official DOL plan name: Progressive Planning - a 401(k) Retirement Plan · Sponsored by Frontier Management, LLC · Oregon · Healthcare & Social Assistance
$11M in assets, 3,330 participants
Frontier Management, LLC's Progressive Planning - a 401(k) Retirement Plan reported $11M in total assets and 3,330 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #14,491 in Healthcare & Social Assistance (20,060 peers)
Coverage in Oregon
Progressive Planning - a 401(k) Retirement Plan covers 3,330 participants in Oregon, 7.5x the typical Oregon plan (state average ~443 per filing). Assets: $11M.
- #14,491
- in Healthcare & Social Assistance (20,060 peers)
- -1.2%
- assets change YoY
The plan reported a net loss of $250K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Progressive Planning - a 401(k) Retirement Plan's outsized position by total assets
Progressive Planning - a 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,159,469 Top 33% higher than 67% 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
Progressive Planning - a 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Progressive Planning - a 401(k) Retirement Plan lands in the large band (3,330 participants).
Published 5500 schedule card
Filing strip 931307531 · Frontier Management, LLC PY 2022 · 401(k)
Progressive Planning - a 401(k) Retirement Plan · $11M · 3,330 · 67th
- 5500 $11M
- 5500 3,330
- 5500 67th
- 5500 401(k)
- 5500 near Marukai Corporation 401(k) Profit Sharing Plan
- 5500 ind #14491
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 →
Progressive Planning - a 401(k) Retirement Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$250K |
| Employer EIN | 931307531 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Frontier Management, LLC)
Sponsor-wide plan assets over time
All Frontier Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 25.411101549724275% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,330 | $11M |
| 2023 | 1 | 3,244 | $13M |
| 2024 | 1 | 3,974 | $14M |
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
Progressive Planning - a 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Marukai Corporation 401(k) Profit Sharing Plan in HI ($11M); by covered participants it is Earl Enterprises Retirement Savings Plan in FL (3,329 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Marukai Corporation 401(k) Profit Sharing Plan (HI) $11M · 643
- Amg Vanadium LLC 401(k) and Profit Sharing Plan (PA) $11M · 100
- Crye-Leike, Inc. 401(k) Plan (TN) $11M · 612
- Ccn America, LP Pension Plan (PA) $11M · 122
Similar participant headcount
Nearest other-state filings by covered participants (3,330 participants); asset peers above are excluded.
- Earl Enterprises Retirement Savings Plan (FL) 3,329 · 1 off
- Dental Care Alliance 401(k) Plan (FL) 3,328 · 2 off
- Cohnreznick LLP 401(k) Profit Sharing Plan (NJ) 3,328 · 2 off
- U.S. Lumber Group, LLC 401(k) Plan (GA) 3,333 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.