Profit Sharing · DOL Form 5500 · 2022
United Finance Co. Profit Sharing Plan
Data updated 2026-08-11
- $18M
- Total assets
- 62
- Participants
- 76th
- Percentile by assets
- $292,812
- Avg per participant
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.
- 76th percentile by assets (of 139,126 plans)
- #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.
- $18M
- total plan assets (2022 EOY)
- 62
- covered participants
- 76th
- percentile by assets (of 139,126 plans)
- $292,812
- avg assets per participant
United Finance Co. Profit Sharing and Retirement Plan vs the 2022 asset distribution
By assets, United Finance Co. Profit Sharing and Retirement Plan outranks 76% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
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.)
| 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.
United Finance Co. Profit Sharing and Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to United Finance Co. Profit Sharing and Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did United Finance Co. Profit Sharing and Retirement Plan assets move in 2022? ▼
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Where does United Finance Co. Profit Sharing and Retirement Plan rank by assets among Form 5500 filers? ▼
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Ways to act on United Finance Co. Profit Sharing and Retirement Plan's numbers.
- By total assets, United Finance Co. Profit Sharing and Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Oregon. Compare plans
- United Finance Co.'s sponsor-wide assets have declined 15.7% since 2022 across 3 plan years on file. More Finance & Insurance plans