Profit Sharing · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$29M
Total assets Below avg plan size
123
Participants Small participant base
82nd
Percentile by assets National rank
$237,473
Avg per participant Above avg balance/head
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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.

  • #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.

#17,906
in Professional & Technical Services (21,562 peers)
-9.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Geffen, Mesher & Co., P.C. 401(k) Plan's outsized position by total assets

Geffen, Mesher & Co., P.C. 401(k) Plan vs every filed plan by assets

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

$29,209,180 Top 18% higher than 82% 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

Geffen, Mesher & Co., P.C. 401(k) Plan 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. Geffen, Mesher & Co., P.C. 401(k) Plan sits mid-pack in the medium band (123 participants).

EBSA filing schedule strip

Filing strip 931042710 · Geffen, Mesher & Company, P.C. PY 2022 · Profit Sharing

Geffen, Mesher & Co., P.C. 401(k) Plan · $29M · 123 · 82nd

  • TYPE $29M
  • TYPE 123
  • TYPE 82nd
  • TYPE Profit Sharing
  • TYPE near Liberty Pr Mobility 401(k) Savings Plans
  • TYPE ind #17906

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 →

Geffen, Mesher & Co., P.C. 401(k) Plan in the asset neighbourhood

Geffen, Mesher & Co., P.C. 401(k) PlanGeffen, Mesher & Co., P.C. 4…$29MLiberty Pr Mobility 401(k) Savings PlansLiberty Pr Mobility 401(k) S…$29MSheet Metal Workers Local Union No.71 Annuity FundSheet Metal Workers Local Un…$29MAnderson Regional Medical Center Retirement Savings PlanAnderson Regional Medical Ce…$29MAmerican Student Assistance 403(b) Retirement PlanAmerican Student Assistance …$29M
End-of-year total assets ($M) among Geffen, Mesher & Co., P.C. 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Geffen, Mesher & Company, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 39.99803828796289% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.2M $40.9M ▲ +40.0%
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 Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Geffen, Mesher & Co., P.C. 401(k) Plan, Total assets ($M): 29.20918 · Participants: 123Geffen, Mesher & Co., P.C. 401(k) PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 730.86675 · Participants: 5197Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 556.921709 · Participants: 10849Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 176.596093 · Participants: 765Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 146.675789 · Participants: 483The Hoffman Employee Retirement Income PlanGoodwill Industries Employee Retirement and Incentive Plan, Total assets ($M): 61.284393 · Participants: 1519Goodwill Industries Employee Retirement and Incentive Plan
Geffen, Mesher & Co., P.C. 401(k) Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Geffen, Mesher & Co., P.C. 401(k) Plan side-by-side with 3 peers →

Geffen, Mesher & Co., P.C. 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Liberty Pr Mobility 401(k) Savings Plans in CO ($29M); by covered participants it is Francis Manufacturing Company Employees Profit Sharing Plan in OH (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 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).
Which Profit Sharing plans cover a similar participant headcount to Geffen, Mesher & Co., P.C. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Francis Manufacturing Company Employees Profit Sharing Plan in OH (123 participants, $25M 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 931042710.

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.