401(k) · DOL Form 5500 · 2023

Culshaw & Company LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
29th
Percentile by assets National rank
$209,049
Avg per participant Above avg balance/head
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Official DOL plan name: Culshaw & Company LLC Employee Savings Plan · Sponsored by Culshaw & Company LLC · Oregon · Professional & Technical Services

$2M in assets, 8 participants

Culshaw & Company LLC's Culshaw & Company LLC Employee Savings Plan reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,887 in Professional & Technical Services (20,321 peers)

Culshaw & Company LLC multi-year trail

Culshaw & Company LLC's plans moved +46.4% in assets from 2022 to 2024; this filing shows Culshaw & Company LLC Employee Savings Plan at $2M / 8 participants.

#4,887
in Professional & Technical Services (20,321 peers)
+16.9%
assets growth YoY

Culshaw & Company LLC Employee Savings Plan among the smaller filed plans by assets

Culshaw & Company LLC Employee Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,672,391 29th percentile higher than 29% of 127,068 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 2023

Culshaw & Company LLC Employee Savings Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Culshaw & Company LLC Employee Savings Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Culshaw & Company LLC Employee Savings Plan reported net income rose from -$117K in the plan year 2022 filing to $241K in the plan year 2023 filing.
  • Culshaw & Company LLC Employee Savings Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 270630379 · Culshaw & Company LLC PY 2023 · 401(k)

Culshaw & Company LLC Employee Savings Plan · $2M · 8 · 29th

  • 5500 $2M
  • ASSETS 8
  • PCT 29th
  • EIN 401(k)
  • RANK near Deacon Recruiting 401(k) Retirement Plan
  • PHOTO ind #4887

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 →

Culshaw & Company LLC Employee Savings Plan in the asset neighbourhood

Culshaw & Company LLC Employee Savings PlanCulshaw & Company LLC Employ…$2MDeacon Recruiting 401(k) Retirement PlanDeacon Recruiting 401(k) Ret…$2MPrincenthal, May & Wilson, LLC Retirement PlanPrincenthal, May & Wilson, L…$2MGmr Technology 401(k) Plan$2MPierce Kavcioglu Espinosa & Cesar LLP 401(k) PlanPierce Kavcioglu Espinosa & …$2M
End-of-year total assets ($M) among Culshaw & Company LLC Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Culshaw & Company LLC multi-year asset trail

Sponsor-wide plan assets over time

All Culshaw & Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 46.39808965937989% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.43M $2.09M ▲ +46.2%
Year Plans Participants Total Assets
2022 1 8 $1M
2023 1 8 $2M
2024 1 8 $2M

Culshaw & Company LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$241K
Employer EIN270630379
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Culshaw & Company LLC Employee Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Culshaw & Company LLC Employee Savings Plan, Total assets ($B): 0.001672391 · Participants: 8Culshaw & Company LLC Employee Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Culshaw & Company LLC Employee Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Culshaw & Company LLC Employee Savings Plan side-by-side with 3 peers →

Culshaw & Company LLC Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Deacon Recruiting 401(k) Retirement Plan in TX ($2M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Culshaw & Company LLC Employee Savings Plan assets move in 2023? ▼
Culshaw & Company LLC Employee Savings Plan grew sharply - up 16.9% during 2023, from $1M to $2M. Reported net income was $241K.
How have Culshaw & Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Culshaw & Company LLC's sponsor-wide assets grew 46.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Culshaw & Company LLC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Deacon Recruiting 401(k) Retirement Plan in TX ($2M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Culshaw & Company LLC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270630379.

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.