401(k) · DOL Form 5500 · 2023
Pendleton Round Up Association Inc 401(k) Profit Sharing Plan & Trust 401(k) Plan
Data updated 2026-08-25
- $433K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $36,043
- Avg per participant Low balance/head
Official DOL plan name: Pendleton Round Up Association Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Pendleton Round Up Association Inc 401(k) Profit Sharing Plan & Trust · Oregon · Arts, Entertainment & Recreation
$433K in assets, 12 participants
Pendleton Round Up Association Inc 401(k) Profit Sharing Plan & Trust's Pendleton Round Up Association Inc. 401(k) Profit Sharing Plan & Trust reported $433K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #1,118 in Arts, Entertainment & Recreation (2,945 peers)
Arts, Entertainment & Recreation sector rank
Within Arts, Entertainment & Recreation, Pendleton Round Up Association Inc. 401(k) Profit Sharing Plan & Trust ranks #1,118 of 2,945 2023 filers by assets (6420% of the sector average)-$433K for 12 participants.
- #1,118
- in Arts, Entertainment & Recreation (2,945 peers)
- +28.1%
- assets growth YoY
Pendleton Round Up Association Inc. 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Pendleton Round Up Association Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$432,510 17th percentile higher than 17% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pendleton Round Up Association Inc. 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pendleton Round Up Association Inc. 401(k) Profit Sharing Plan & Trust is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pendleton Round Up Association Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$75K in the plan year 2022 filing to $95K in the plan year 2023 filing.
- Pendleton Round Up Association Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $338K in the plan year 2022 filing to $433K in the plan year 2023 filing.
- Pendleton Round Up Association Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.
DOL schedule card
Filing strip 930269331 · Pendleton Round Up Association Inc 401(k) Profit Sharing Plan & Trust PY 2023 · 401(k)
Pendleton Round Up Association Inc. 401(k) Profit Sharing Plan & Trust · $433K · 12 · 17th
- TYPE $433K
- TYPE 12
- TYPE 17th
- TYPE 401(k)
- TYPE near Persons Orthopaedic Sports Medicine and Joint Replacement 401(k) Plan
- TYPE ind #1118
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 Arts, Entertainment & Recreation retirement plans → · Plans in Oregon →
Pendleton Round Up Association Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Arts, Entertainment & Recreation filing particulars
| Total Assets (Beginning of Year) | $338K |
|---|---|
| Net Assets (End of Year) | $433K |
| Net Income | $95K |
| Employer EIN | 930269331 |
| Plan Effective Date | 2010-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pendleton Round Up Association Inc 401(k) Profit Sharing Plan & Trust)
Sponsor-wide plan assets over time
All Pendleton Round Up Association Inc 401(k) Profit Sharing Plan & Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $544K 60.99866166072508% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $338K |
| 2023 | 1 | 12 | $433K |
| 2024 | 1 | 13 | $544K |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Pendleton Round Up Association Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Persons Orthopaedic Sports Medicine and Joint Replacement 401(k) Plan in VA ($432K); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($433K here).
- Persons Orthopaedic Sports Medicine and Joint Replacement 401(k) Plan (VA) $432K · 7
- Casable Inc. 401(k) Plan (CA) $432K · N/A
- The Minions Retirement Plan (AL) $432K · 278
- Gyst, Inc. 401(k) Plan (WA) $432K · 1
Similar participant headcount
Nearest other-state filings by covered participants (12 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.