Profit Sharing · DOL Form 5500 · 2023

Stephen Brischetto Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
28th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Prototype DC Plan · Sponsored by Stephen Brischetto · Oregon · Professional & Technical Services

$2M in assets, 1 participants

Stephen Brischetto's Prototype DC Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,740 in Professional & Technical Services (20,321 peers)

2023 asset change

Prototype DC Plan surged 31.0% in 2023 ($1M → $2M) for 1 participant.

#4,740
in Professional & Technical Services (20,321 peers)
+31.0%
assets growth YoY

Prototype DC Plan among the smaller filed plans by assets

Prototype DC Plan vs every filed plan by assets

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

$1,567,481 28th percentile higher than 28% 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

Prototype DC 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. Prototype DC Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 931040039 · Stephen Brischetto PY 2023 · Profit Sharing

Prototype DC Plan · $2M · 1 · 28th

  • RANK $2M
  • RANK 1
  • RANK 28th
  • RANK Profit Sharing
  • RANK near Lifestyle Service Industries, Inc. Retirement Plan
  • RANK ind #4740

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 →

Prototype DC Plan in the asset neighbourhood

Prototype DC Plan$2MLifestyle Service Industries, Inc. Retirement PlanLifestyle Service Industries…$2MRem Systems, Inc. Profit Sharing PlanRem Systems, Inc. Profit Sha…$2MCrandall Filling Machinery, Inc.Crandall Filling Machinery, …$2MLaboratorio Clinico La Monserrate Retirement PlanLaboratorio Clinico La Monse…$2M
End-of-year total assets ($M) among Prototype DC Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$371K
Employer EIN931040039
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oregon

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

Prototype DC Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Prototype DC Plan, Total assets ($M): 1.567481 · Participants: 1Prototype DC 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
Prototype DC Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Prototype DC Plan side-by-side with 3 peers →

Prototype DC Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Lifestyle Service Industries, Inc. Retirement Plan in WI ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Prototype DC Plan assets move in 2023? ▼
Prototype DC Plan surged - up 31.0% during 2023, from $1M to $2M. Reported net income was $371K.
Which Profit Sharing plans are similar in size to Prototype DC Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lifestyle Service Industries, Inc. Retirement Plan in WI ($2M, 18 participants).
Which Profit Sharing plans cover a similar participant headcount to Prototype DC Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 931040039.

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.