Profit Sharing · DOL Form 5500 · 2023

Michael B Ilg Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
2
Participants Small participant base
50th
Percentile by assets National rank
$3.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Investors Lending Group Profit Sharing Plan · Sponsored by Michael B Ilg · Oregon · Finance & Insurance

$7M in assets, 2 participants

Michael B Ilg's Investors Lending Group Profit Sharing Plan reported $7M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,156 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Investors Lending Group Profit Sharing Plan holds $7M for 2 participants - about $3.3M per participant, above the median plan by assets.

#3,156
in Finance & Insurance (8,869 peers)
+4.3%
assets growth YoY

Investors Lending Group Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Investors Lending Group Profit Sharing Plan vs every filed plan by assets

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

$6,606,525 Top 50% higher than 50% 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

Investors Lending Group 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. Investors Lending Group 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

  • Investors Lending Group Profit Sharing Plan reported net income rose from $243K in the plan year 2022 filing to $270K in the plan year 2023 filing.
  • Investors Lending Group Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930891607 · Michael B Ilg PY 2023 · Profit Sharing

Investors Lending Group Profit Sharing Plan · $7M · 2 · 50th

  • 5500 $7M
  • 5500 2
  • 5500 50th
  • 5500 Profit Sharing
  • 5500 near The Chaffin Law Firm, P.C. Profit Sharing Plan
  • 5500 ind #3156

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 →

Investors Lending Group Profit Sharing Plan in the asset neighbourhood

Investors Lending Group Profit Sharing PlanInvestors Lending Group Prof…$7MThe Chaffin Law Firm, P.C. Profit Sharing PlanThe Chaffin Law Firm, P.C. P…$7MDearborn Ob & Gyn Assoc PC Employees Profit Sharing PlanDearborn Ob & Gyn Assoc PC E…$7MCataumet Boats, Inc. Profit Sharing Plan and TrustCataumet Boats, Inc. Profit …$7MGray & Thurn Inc Profit Sharing PlanGray & Thurn Inc Profit Shar…$7M
End-of-year total assets ($M) among Investors Lending Group Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$270K
Employer EIN930891607
Plan Effective Date1986-08-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Michael B Ilg)

Sponsor-wide plan assets over time

All Michael B Ilg plans reported in each filing year

Latest sponsor-wide plan assets
$7M 7.915176490231671% vs 2022
2024 filing year
$6.2M$6.4M$6.6M$6.8M$7M 202220232024 $6.34M $6.84M ▲ +7.9%
Year Plans Participants Total Assets
2022 1 2 $6M
2023 1 2 $7M
2024 1 2 $7M

Nearby Profit Sharing Plans in Oregon

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

Investors Lending Group Profit Sharing Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Investors Lending Group Profit Sharing Plan, Total assets ($M): 6.606525 · Participants: 2Investors Lending Group 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
Investors Lending Group Profit Sharing Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Investors Lending Group Profit Sharing Plan side-by-side with 3 peers →

Investors Lending Group Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is The Chaffin Law Firm, P.C. Profit Sharing Plan in TX ($7M); 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 Investors Lending Group Profit Sharing Plan assets move in 2023? ▼
Investors Lending Group Profit Sharing Plan edged up modestly - up 4.3% during 2023, from $6M to $7M. Reported net income was $270K.
How have Michael B Ilg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael B Ilg's sponsor-wide assets grew 7.9%, from $6M to $7M.
Which Profit Sharing plans are similar in size to Investors Lending Group Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Chaffin Law Firm, P.C. Profit Sharing Plan in TX ($7M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Investors Lending Group 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 930891607.

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.