Profit Sharing · DOL Form 5500 · 2022

Willamette Family, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
248
Participants Below avg headcount
33rd
Percentile by assets National rank
$7,653
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Willamette Family, Inc. 403b Retirement Plan · Sponsored by Willamette Family, Inc. · Oregon · Healthcare & Social Assistance

$2M in assets, 248 participants

Willamette Family, Inc.'s Willamette Family, Inc. 403b Retirement Plan reported $2M in total assets and 248 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,744 in Healthcare & Social Assistance (20,060 peers)

Willamette Family, Inc. multi-year trail

Willamette Family, Inc.'s plans moved +44.4% in assets from 2022 to 2024; this filing shows Willamette Family, Inc. 403b Retirement Plan at $2M / 248 participants.

#6,744
in Healthcare & Social Assistance (20,060 peers)
-8.7%
assets change YoY

The plan reported a net loss of $181K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Willamette Family, Inc. 403b Retirement Plan among the smaller filed plans by assets

Willamette Family, Inc. 403b Retirement Plan vs every filed plan by assets

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

$1,897,959 33rd percentile higher than 33% 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

Willamette Family, Inc. 403b Retirement 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. Willamette Family, Inc. 403b Retirement Plan sits mid-pack in the medium band (248 participants).

Form 5500 schedule snapshot

Filing strip 930569684 · Willamette Family, Inc. PY 2022 · Profit Sharing

Willamette Family, Inc. 403b Retirement Plan · $2M · 248 · 33rd

  • BOY $2M
  • SCH 248
  • EBSA 33rd
  • PART Profit Sharing
  • TYPE near E. Cordero Retirement Plan
  • NET ind #6744

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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Willamette Family, Inc. 403b Retirement Plan in the asset neighbourhood

Willamette Family, Inc. 403b Retirement PlanWillamette Family, Inc. 403b…$2ME. Cordero Retirement Plan$2MCenterboard Retirement Savings PlanCenterboard Retirement Savin…$2MReitan Law Office Profit Sharing PlanReitan Law Office Profit Sha…$2MUnited Car Wash Company Retirement PlanUnited Car Wash Company Reti…$2M
End-of-year total assets ($M) among Willamette Family, Inc. 403b Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Willamette Family, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Willamette Family, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 44.43136021378755% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.9M $2.74M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 248 $2M
2023 1 221 $2M
2024 1 208 $3M

Willamette Family, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$181K
Employer EIN930569684
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oregon

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

Willamette Family, Inc. 403b Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Willamette Family, Inc. 403b Retirement Plan, Total assets ($M): 1.897959 · Participants: 248Willamette Family, Inc. 403b Retirement 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
Willamette Family, Inc. 403b Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Willamette Family, Inc. 403b Retirement Plan side-by-side with 3 peers →

Willamette Family, Inc. 403b Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is E. Cordero Retirement Plan in WI ($2M); by covered participants it is Joseph Holt Plastering, Inc. 401(k) Profit Sharing Plan in CA (248 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Willamette Family, Inc. 403b Retirement Plan assets move in 2022? ▼
Willamette Family, Inc. 403b Retirement Plan pulled back noticeably - down 8.7% during 2022, from $2M to $2M. Reported net income was -$181K.
How have Willamette Family, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willamette Family, Inc.'s sponsor-wide assets grew 44.4%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Willamette Family, Inc. 403b Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is E. Cordero Retirement Plan in WI ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Willamette Family, Inc. 403b Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Joseph Holt Plastering, Inc. 401(k) Profit Sharing Plan in CA (248 participants, $1M 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 930569684.

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.