401(k) · DOL Form 5500 · 2022

Williston Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
1,439
Participants Near avg headcount
90th
Percentile by assets National rank
$42,550
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Williston Financial Group LLC 401(k) Plan · Sponsored by Williston Financial Group, LLC · Oregon · Finance & Insurance

$61M in assets, 1,439 participants

Williston Financial Group, LLC's Williston Financial Group LLC 401(k) Plan reported $61M in total assets and 1,439 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.

  • #7,698 in Finance & Insurance (9,261 peers)

Coverage in Oregon

Williston Financial Group LLC 401(k) Plan covers 1,439 participants in Oregon, 3.2x the typical Oregon plan (state average ~443 per filing). Assets: $61M.

#7,698
in Finance & Insurance (9,261 peers)
-11.2%
assets change YoY
0.6×
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.

Williston Financial Group LLC 401(k) Plan's outsized position by total assets

Williston Financial Group LLC 401(k) Plan vs every filed plan by assets

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

$61,229,981 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

Williston Financial Group LLC 401(k) 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. Williston Financial Group LLC 401(k) Plan lands in the large band (1,439 participants).

Published 5500 schedule card

Filing strip 271434397 · Williston Financial Group, LLC PY 2022 · 401(k)

Williston Financial Group LLC 401(k) Plan · $61M · 1,439 · 90th

  • 5500 $61M
  • 5500 1,439
  • 5500 90th
  • 5500 401(k)
  • 5500 near Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k)
  • 5500 ind #7698

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 Finance & Insurance retirement plans → · Plans in Oregon →

Williston Financial Group LLC 401(k) Plan in the asset neighbourhood

Williston Financial Group LLC 401(k) PlanWilliston Financial Group LL…$61MMagnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k)Magnusson Klemencic Associat…$61MRapid City Medical Center 401(k) PlanRapid City Medical Center 40…$61MSunrise Medical 401(k) Plan$61MAdvanced Engineering and Environmental Services, LLC Profit Sharing 401(k) PlanAdvanced Engineering and Env…$61M
End-of-year total assets ($M) among Williston Financial Group LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$61M
Net Income-$8M
Employer EIN271434397
Plan Effective Date2011-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Williston Financial Group, LLC)

Sponsor-wide plan assets over time

All Williston Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$98M 60.251001874392216% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $61.2M $98.1M ▲ +60.2%
Year Plans Participants Total Assets
2022 1 1,439 $61M
2023 1 1,175 $79M
2024 1 1,138 $98M

Nearby 401(k) Plans in Oregon

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

Williston Financial Group LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Williston Financial Group LLC 401(k) Plan, Total assets ($B): 0.061229981 · Participants: 1439Williston Financial Group LLC 401(k) Plan401(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
Williston Financial Group LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Williston Financial Group LLC 401(k) Plan side-by-side with 3 peers →

Williston Financial Group LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) in WA ($61M); by covered participants it is Alteryx, Inc. Retirement Savings Plan in CA (1,439 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,439 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 Williston Financial Group LLC 401(k) Plan assets move in 2022? ▼
Williston Financial Group LLC 401(k) Plan pulled back noticeably - down 11.2% during 2022, from $69M to $61M. Reported net income was -$8M.
How have Williston Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Williston Financial Group, LLC's sponsor-wide assets grew 60.3%, from $61M to $98M.
Where does Williston Financial Group LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Williston Financial Group LLC 401(k) Plan 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 Williston Financial Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) in WA ($61M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Williston Financial Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alteryx, Inc. Retirement Savings Plan in CA (1,439 participants, $123M 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 271434397.

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.