Profit Sharing · DOL Form 5500 · 2023

Luckenbill-Drayton & Associates, LLC Profit Sharing Plan

Data updated 2026-08-25

$723K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$361,562
Avg per participant High balance/head
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Official DOL plan name: Luckenbill-Drayton & Associates, LLC Profit Sharing Plan · Sponsored by Luckenbill-Drayton & Associates, LLC · Oregon · Professional & Technical Services

$723K in assets, 2 participants

Luckenbill-Drayton & Associates, LLC's Luckenbill-Drayton & Associates, LLC Profit Sharing Plan reported $723K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,256 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Luckenbill-Drayton & Associates, LLC Profit Sharing Plan holds $723K for 2 participants - about $361,562 per participant, among the smaller plans by assets on file.

#3,256
in Professional & Technical Services (20,321 peers)
+1.5%
assets growth YoY

Luckenbill-Drayton & Associates, LLC Profit Sharing Plan among the smaller filed plans by assets

Luckenbill-Drayton & Associates, LLC Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$723,123 21st percentile higher than 21% of 127,068 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 2023

Luckenbill-Drayton & Associates, LLC Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Luckenbill-Drayton & Associates, LLC Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Luckenbill-Drayton & Associates, LLC Profit Sharing Plan reported net income rose from -$946 in the plan year 2022 filing to $11K in the plan year 2023 filing.
  • Luckenbill-Drayton & Associates, LLC Profit Sharing Plan end-of-year assets rose from $712K in the plan year 2022 filing to $723K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860980410 · Luckenbill-Drayton & Associates, LLC PY 2023 · Profit Sharing

Luckenbill-Drayton & Associates, LLC Profit Sharing Plan · $723K · 2 · 21st

  • EBSA $723K
  • PART 2
  • TYPE 21st
  • NET Profit Sharing
  • BOOK near The Enrico Group, Inc. Profit Sharing Paln
  • VS-ST ind #3256

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 Professional & Technical Services retirement plans → · Plans in Oregon →

Luckenbill-Drayton & Associates, LLC Profit Sharing Plan in the asset neighbourhood

Luckenbill-Drayton & Associates, LLC Profit Sharing PlanLuckenbill-Drayton & Associa…$723KThe Enrico Group, Inc. Profit Sharing PalnThe Enrico Group, Inc. Profi…$723KCarlson Fehser Corporation Profit Sharing Plan and Trust AgreementCarlson Fehser Corporation P…$723KRossi Distributor, Inc Profit Sharing PlanRossi Distributor, Inc Profi…$723KRoskap Inc. Profit Sharing PlanRoskap Inc. Profit Sharing P…$724K
End-of-year total assets ($M) among Luckenbill-Drayton & Associates, LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$712K
Net Assets (End of Year)$723K
Net Income$11K
Employer EIN860980410
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Luckenbill-Drayton & Associates, LLC)

Sponsor-wide plan assets over time

All Luckenbill-Drayton & Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$689K 3.2887515124972273% vs 2022
2024 filing year
$0.68M$0.69M$0.7M$0.71M$0.72M$0.73M 202220232024 $0.71M $0.69M ▼ -2.8%
Year Plans Participants Total Assets
2022 1 2 $712K
2023 1 2 $723K
2024 1 2 $689K

Nearby Profit Sharing Plans in Oregon

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

Luckenbill-Drayton & Associates, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Luckenbill-Drayton & Associates, LLC Profit Sharing Plan, Total assets ($M): 0.723123 · Participants: 2Luckenbill-Drayton & Associates, LLC Profit Sharing PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 805.482585 · Participants: 5463Les Schwab Profit Sharing Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 770.320628 · Participants: 5474Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 696.604461 · Participants: 11313Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 194.758742 · Participants: 766Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 172.19814 · Participants: 485The Hoffman Employee Retirement Income Plan
Luckenbill-Drayton & Associates, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Luckenbill-Drayton & Associates, LLC Profit Sharing Plan side-by-side with 3 peers →

Luckenbill-Drayton & Associates, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is The Enrico Group, Inc. Profit Sharing Paln in MI ($723K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

How did Luckenbill-Drayton & Associates, LLC Profit Sharing Plan assets move in 2023? ▼
Luckenbill-Drayton & Associates, LLC Profit Sharing Plan edged up modestly - up 1.5% during 2023, from $712K to $723K. Reported net income was $11K.
How have Luckenbill-Drayton & Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luckenbill-Drayton & Associates, LLC's sponsor-wide assets declined 3.3%, from $712K to $689K.
Where does Luckenbill-Drayton & Associates, LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Luckenbill-Drayton & Associates, LLC Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Luckenbill-Drayton & Associates, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Enrico Group, Inc. Profit Sharing Paln in MI ($723K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Luckenbill-Drayton & Associates, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860980410.

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.