Profit Sharing · DOL Form 5500 · 2022
United Finance Co. Profit Sharing Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 62
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $292,812
- Avg per participant High balance/head
Official DOL plan name: United Finance Co. Profit Sharing and Retirement Plan · Sponsored by United Finance Co. · Oregon · Finance & Insurance
$18M in assets, 62 participants
United Finance Co.'s United Finance Co. Profit Sharing and Retirement Plan reported $18M in total assets and 62 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #5,720 in Finance & Insurance (9,261 peers)
Where United Finance Co. Profit Sharing and Retirement Plan sits by assets
United Finance Co. Profit Sharing and Retirement Plan sits in the top quartile of all filed plans by assets, $18M for 62 participants (~$292,812/participant), up 7.2% in 2022.
- #5,720
- in Finance & Insurance (9,261 peers)
- +7.2%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
United Finance Co. Profit Sharing and Retirement Plan's outsized position by total assets
United Finance Co. Profit Sharing and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,154,318 Top 24% higher than 76% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
United Finance Co. Profit Sharing and Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Finance Co. Profit Sharing and Retirement Plan is a small filing (62 participants) on this national headcount ladder.
DOL schedule card
Filing strip 930422717 · United Finance Co. PY 2022 · Profit Sharing
United Finance Co. Profit Sharing and Retirement Plan · $18M · 62 · 76th
- PART $18M
- TYPE 62
- NET 76th
- BOOK Profit Sharing
- VS-ST near Qvi Profit Sharing Retirement Plan
- BOY ind #5720
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 Finance & Insurance retirement plans → · Plans in Oregon →
United Finance Co. Profit Sharing and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $1M |
| Employer EIN | 930422717 |
| Plan Effective Date | 1965-09-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Finance Co.)
Sponsor-wide plan assets over time
All United Finance Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 15.66612416946756% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 62 | $18M |
| 2023 | 1 | 66 | $16M |
| 2024 | 1 | 78 | $15M |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Les Schwab Profit Sharing Retirement Plan $731M · 5,197
- Legacy Health Defined Contribution Retirement Plan $557M · 10,849
- Willamette University Defined Contribution Retirement Plan $177M · 765
- The Hoffman Employee Retirement Income Plan $147M · 483
- Goodwill Industries Employee Retirement and Incentive Plan $61M · 1,519
United Finance Co. Profit Sharing and Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Qvi Profit Sharing Retirement Plan in NY ($18M); by covered participants it is Bml, Inc. Profit Sharing Plan in TX (62 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Qvi Profit Sharing Retirement Plan (NY) $18M · 486
- The Bank of Commerce Profit Sharing Plan (ID) $18M · 153
- Whitfield School Retirement Savings Plan (MO) $18M · 82
- Kirkorian Enterprises LLC Profit Sharing Plan (CA) $18M · 10
Similar participant headcount
Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.
- Bml, Inc. Profit Sharing Plan (TX) 62 · 0 off
- Wokeup Inc. Profit Sharing Plan (GA) 62 · 0 off
- Pride & Service Elevator Co., Holdings Inc. Profit Sharing Plan (NJ) 62 · 0 off
- Ace Fence Profit Sharing Plan & Trust (CA) 62 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.