Profit Sharing · DOL Form 5500 · 2022

Geffen, Mesher & Company, P.C. Profit Sharing Plan

Data updated 2026-08-11

$29M
Total assets
123
Participants
82nd
Percentile by assets
$237,473
Avg per participant
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Official DOL plan name: Geffen, Mesher & Co., P.C. 401(k) Plan · Sponsored by Geffen, Mesher & Company, P.C. · Oregon · Professional & Technical Services

$29M in assets, 123 participants

Geffen, Mesher & Company, P.C.'s Geffen, Mesher & Co., P.C. 401(k) Plan reported $29M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 139,126 plans)
  • #17,906 in Professional & Technical Services (21,562 peers)

Coverage in Oregon

Geffen, Mesher & Co., P.C. 401(k) Plan covers 123 participants in Oregon, about 28% of the average Oregon filer (state average ~443 per filing). Assets: $29M.

$29M
total plan assets (2022 EOY)
123
covered participants
82nd
percentile by assets (of 139,126 plans)
$237,473
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Geffen, Mesher & Co., P.C. 401(k) Plan reports 123 participants - about 28% of that state average ($29M EOY assets).

Oregon filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$29M
Net Income-$3M
Employer EIN931042710
Plan Effective Date1991-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Geffen, Mesher & Company, P.C.)

$25M$30M$35M$40M$45M 202220232024 $29.2M $40.9M ▲ +40.0%
Total plan assets by year, all Geffen, Mesher & Company, P.C. plans on file
Year Plans Participants Total Assets
2022 1 123 $29M
2023 1 167 $34M
2024 1 173 $41M

Nearby Profit Sharing Plans in Oregon

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Geffen, Mesher & Co., P.C. 401(k) Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants

Geffen, Mesher & Co., P.C. 401(k) Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Geffen, Mesher & Co.…Les Schwab Profit Sh…Legacy Health Define…Willamette Universit…The Hoffman Employee…Goodwill Industries …
Geffen, Mesher & Co., P.C. 401(k) Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Geffen, Mesher & Co., P.C. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Geffen, Mesher & Co., P.C. 401(k) Plan assets move in 2022?
Geffen, Mesher & Co., P.C. 401(k) Plan pulled back noticeably - down 9.2% during 2022, from $32M to $29M. Reported net income was -$3M.
How have Geffen, Mesher & Company, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Geffen, Mesher & Company, P.C.'s sponsor-wide assets grew 40.0%, from $29M to $41M.
Where does Geffen, Mesher & Co., P.C. 401(k) Plan rank by assets among Form 5500 filers?
Geffen, Mesher & Co., P.C. 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Geffen, Mesher & Co., P.C. 401(k) Plan?
Among Profit Sharing plans in other states, the closest by assets is Liberty Pr Mobility 401(k) Savings Plans in CO ($29M, 1,208 participants).

Next read for Geffen, Mesher & Co., P.C. 401(k) Plan

Filing takeaways

Ways to act on Geffen, Mesher & Co., P.C. 401(k) Plan's numbers.