Profit Sharing · DOL Form 5500 · 2023

Becker Capital Management, Inc. Profit Sharing Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
31
Participants Small participant base
79th
Percentile by assets National rank
$985,190
Avg per participant High balance/head
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Official DOL plan name: Becker Capital Management, Inc. Profit Sharing Trust · Sponsored by Becker Capital Management, Inc. · Oregon · Finance & Insurance

$31M in assets, 31 participants

Becker Capital Management, Inc.'s Becker Capital Management, Inc. Profit Sharing Trust reported $31M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,084 in Finance & Insurance (8,869 peers)

Where Becker Capital Management, Inc. Profit Sharing Trust sits by assets

Becker Capital Management, Inc. Profit Sharing Trust sits in the top quartile of all filed plans by assets, $31M for 31 participants (~$985,190/participant), up 8.8% in 2023.

#6,084
in Finance & Insurance (8,869 peers)
+8.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Becker Capital Management, Inc. Profit Sharing Trust's outsized position by total assets

Becker Capital Management, Inc. Profit Sharing Trust vs every filed plan by assets

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

$30,540,878 Top 21% higher than 79% 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

Becker Capital Management, Inc. Profit Sharing 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. Becker Capital Management, Inc. Profit Sharing Trust is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Becker Capital Management, Inc. Profit Sharing Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Becker Capital Management, Inc. Profit Sharing Trust end-of-year assets rose from $28M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Becker Capital Management, Inc. Profit Sharing Trust reported participants rose from 30 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930663104 · Becker Capital Management, Inc. PY 2023 · Profit Sharing

Becker Capital Management, Inc. Profit Sharing Trust · $31M · 31 · 79th

  • EBSA $31M
  • EBSA 31
  • EBSA 79th
  • EBSA Profit Sharing
  • EBSA near Christian Schools International 403(b) Retirement Savings Plan
  • EBSA ind #6084

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 →

Becker Capital Management, Inc. Profit Sharing Trust in the asset neighbourhood

San Domenico School 403(b) Retirement PlanSan Domenico School 403(b) R…$31MPlanned Parenthood Great Northwest Hawaii Alaska Indiana Kentucky 403b Thrift PlanPlanned Parenthood Great Nor…$31MBecker Capital Management, Inc. Profit Sharing TrustBecker Capital Management, I…$31MChristian Schools International 403(b) Retirement Savings PlanChristian Schools Internatio…$30MQ-Lab Corporation Retirement PlanQ-Lab Corporation Retirement…$30M
End-of-year total assets ($M) among Becker Capital Management, Inc. Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN930663104
Plan Effective Date1980-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Becker Capital Management, Inc.)

Sponsor-wide plan assets over time

All Becker Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 28.51366851864241% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.1M $36.1M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 30 $28M
2023 1 31 $31M
2024 1 31 $36M

Nearby Profit Sharing Plans in Oregon

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

Becker Capital Management, Inc. Profit Sharing Trust vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Becker Capital Management, Inc. Profit Sharing Trust, Total assets ($M): 30.540878 · Participants: 31Becker Capital Management, Inc. Profit Sharing TrustLes 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
Becker Capital Management, Inc. Profit Sharing Trust vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Becker Capital Management, Inc. Profit Sharing Trust side-by-side with 3 peers →

Becker Capital Management, Inc. Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Christian Schools International 403(b) Retirement Savings Plan in MI ($30M); by covered participants it is Cactus Childrens Clinic, P.C. Profit Sharing Plan in AZ (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Becker Capital Management, Inc. Profit Sharing Trust assets move in 2023? ▼
Becker Capital Management, Inc. Profit Sharing Trust grew at a solid clip - up 8.8% during 2023, from $28M to $31M. Reported net income was $2M.
How have Becker Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Becker Capital Management, Inc.'s sponsor-wide assets grew 28.5%, from $28M to $36M.
Where does Becker Capital Management, Inc. Profit Sharing Trust rank by assets among Form 5500 filers? ▼
Becker Capital Management, Inc. Profit Sharing Trust ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Becker Capital Management, Inc. Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Christian Schools International 403(b) Retirement Savings Plan in MI ($30M, 1,361 participants).
Which Profit Sharing plans cover a similar participant headcount to Becker Capital Management, Inc. Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cactus Childrens Clinic, P.C. Profit Sharing Plan in AZ (31 participants, $3M 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 930663104.

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.