401(k) · DOL Form 5500 · 2022

Bullivant Houser Bailey PC 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
144
Participants Small participant base
90th
Percentile by assets National rank
$441,214
Avg per participant High balance/head
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Official DOL plan name: Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust · Sponsored by Bullivant Houser Bailey PC · Oregon · Professional & Technical Services

$64M in assets, 144 participants

Bullivant Houser Bailey PC's Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust reported $64M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #19,614 in Professional & Technical Services (21,562 peers)

Coverage in Oregon

Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust covers 144 participants in Oregon, about 32% of the average Oregon filer (state average ~443 per filing). Assets: $64M.

#19,614
in Professional & Technical Services (21,562 peers)
-17.0%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$63,534,830 Top 10% higher than 90% 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

Bullivant Houser Bailey PC 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. Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (144 participants).

DOL schedule card

Filing strip 931129534 · Bullivant Houser Bailey PC PY 2022 · 401(k)

Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust · $64M · 144 · 90th

  • EIN $64M
  • EIN 144
  • EIN 90th
  • EIN 401(k)
  • EIN near Dental Associates 401(k) Plan
  • EIN ind #19614

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 Professional & Technical Services retirement plans → · Plans in Oregon →

Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Packard Medical Group 401(k) Profit Sharing PlanPackard Medical Group 401(k)…$64MSocotec, Inc. Profit Sharing PlanSocotec, Inc. Profit Sharing…$64MHanon Systems USA, LLC 401(k) PlanHanon Systems USA, LLC 401(k…$64MDental Associates 401(k) Plan$64MBullivant Houser Bailey PC 401(k) Profit Sharing Plan and TrustBullivant Houser Bailey PC 4…$64M
End-of-year total assets ($M) among Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$64M
Net Income-$13M
Employer EIN931129534
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bullivant Houser Bailey PC)

Sponsor-wide plan assets over time

All Bullivant Houser Bailey PC plans reported in each filing year

Latest sponsor-wide plan assets
$65M 1.9125194794729128% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $63.5M $64.8M ▲ +1.9%
Year Plans Participants Total Assets
2022 1 144 $64M
2023 1 142 $71M
2024 1 150 $65M

Nearby 401(k) Plans in Oregon

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

Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.06353483 · Participants: 144Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Bullivant Houser Bailey PC 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 Dental Associates 401(k) Plan in WI ($64M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($64M here).

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust declined sharply - down 17.0% during 2022, from $77M to $64M. Reported net income was -$13M.
How have Bullivant Houser Bailey PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bullivant Houser Bailey PC's sponsor-wide assets grew 1.9%, from $64M to $65M.
Where does Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dental Associates 401(k) Plan in WI ($64M, 777 participants).
Which 401(k) plans cover a similar participant headcount to Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (144 participants, $30K 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 931129534.

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.