401(k) · DOL Form 5500 · 2022

Board of Trustees, Toc-Woodworkers, Iam Defined 401(k) Plan

Data updated 2026-08-11

$124M
Total assets
376
Participants
94th
Percentile by assets
$331,036
Avg per participant
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Official DOL plan name: Toc-Woodworkers, Iam Defined Contribution Plan and Trust · Sponsored by Board of Trustees, Toc-Woodworkers, Iam Defined · Oregon · Agriculture, Forestry & Fishing

$124M in assets, 376 participants

Board of Trustees, Toc-Woodworkers, Iam Defined's Toc-Woodworkers, Iam Defined Contribution Plan and Trust reported $124M in total assets and 376 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #1,493 in Agriculture, Forestry & Fishing (1,523 peers)

Where Toc-Woodworkers, Iam Defined Contribution Plan and Trust sits by assets

Toc-Woodworkers, Iam Defined Contribution Plan and Trust sits in the top 10% of all filed plans by assets, $124M for 376 participants (~$331,036/participant), down 6.1% in 2022.

$124M
total plan assets (2022 EOY)
376
covered participants
94th
percentile by assets (of 139,126 plans)
$331,036
avg assets per participant

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.

Toc-Woodworkers, Iam Defined Contribution Plan and Trust vs the 2022 asset distribution

By assets, Toc-Woodworkers, Iam Defined Contribution Plan and Trust outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$133M
Net Assets (End of Year)$124M
Net Income-$8M
Employer EIN930951083
Plan Effective Date1986-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Toc-Woodworkers, Iam Defined)

$120M$125M$130M$135M$140M$145M 202220232024 $124M $141M ▲ +13.4%
Total plan assets by year, all Board of Trustees, Toc-Woodworkers, Iam Defined plans on file
Year Plans Participants Total Assets
2022 1 376 $124M
2023 1 336 $140M
2024 1 329 $141M

Nearby 401(k) Plans in Oregon

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

Toc-Woodworkers, Iam Defined Contribution Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants

Toc-Woodworkers, Iam Defined Contribution Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Toc-Woodworkers, Iam…401(k) Savings and P…Daimler Truck North …Precision Castparts …Xpo Logistics Retire…Pacificorp K Plus Em…
Toc-Woodworkers, Iam Defined Contribution Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Toc-Woodworkers, Iam Defined Contribution Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Toc-Woodworkers, Iam Defined Contribution Plan and Trust assets move in 2022?
Toc-Woodworkers, Iam Defined Contribution Plan and Trust pulled back noticeably - down 6.1% during 2022, from $133M to $124M. Reported net income was -$8M.
How have Board of Trustees, Toc-Woodworkers, Iam Defined plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees, Toc-Woodworkers, Iam Defined's sponsor-wide assets grew 13.4%, from $124M to $141M.
Where does Toc-Woodworkers, Iam Defined Contribution Plan and Trust rank by assets among Form 5500 filers?
Toc-Woodworkers, Iam Defined Contribution Plan and Trust ranks in the 94th 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 Toc-Woodworkers, Iam Defined Contribution Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Bergelectric Corp Employees Pension & 401(k) Plan in CA ($124M, 2,874 participants).

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