401(k) · DOL Form 5500 · 2023

Platinum Financial, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 4
Participants Small participant base: 37th
Percentile by assets National rank: $800,027
Avg per participant High balance/head

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Official DOL plan name: Platinum Financial, LLC 401(k) Plan · Sponsored by Platinum Financial, LLC · Oregon · Finance & Insurance

$3M in assets, 4 participants

Platinum Financial, LLC's Platinum Financial, LLC 401(k) Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

#2,260 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Platinum Financial, LLC 401(k) Plan holds $3M for 4 participants - about $800,027 per participant, in the lower half of filed plans by assets.

#2,260
in Finance & Insurance (8,869 peers): +1.8%
assets growth YoY

Platinum Financial, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Platinum Financial, LLC 401(k) Plan vs every filed plan by assets

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

$3,200,108 37th percentile higher than 37% 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

Platinum Financial, LLC 401(k) 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. Platinum Financial, LLC 401(k) Plan is a micro filing (4 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Platinum Financial, LLC 401(k) Plan reported net income fell from $833K in the plan year 2022 filing to $132K in the plan year 2023 filing.
Platinum Financial, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 331046890 · Platinum Financial, LLC PY 2023 · 401(k)

Platinum Financial, LLC 401(k) Plan · $3M · 4 · 37th

EOY $3M
5500 4
ASSETS 37th
PCT 401(k)
EIN near Smile Starters 401(k) Plan
RANK ind #2260

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 →

End-of-year total assets ($M) among Platinum Financial, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$132K
Employer EIN	331046890
Plan Effective Date	2004-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Platinum Financial, LLC)

Latest sponsor-wide plan assets: $3M 6.687258176442863% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$3M
2023	1	4	$3M
2024	1	4	$3M

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Platinum Financial, LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

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

Compare Platinum Financial, LLC 401(k) Plan side-by-side with 3 peers →

Platinum Financial, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Smile Starters 401(k) Plan in NC ($3M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Smile Starters 401(k) Plan (NC) $3M · 200
US Institutional Corporation 401(k) Profit Sharing Plan & Trust (MO) $3M · 4
Leonard Management 401(k) Plan (NE) $3M · 716
Consolidated Shippers, Inc. 401(k) Profit Sharing Plan (WA) $3M · 5

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off

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 Platinum Financial, LLC 401(k) Plan assets move in 2023? ▼

Platinum Financial, LLC 401(k) Plan edged up modestly - up 1.8% during 2023, from $3M to $3M. Reported net income was $132K.

How have Platinum Financial, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Platinum Financial, LLC's sponsor-wide assets grew 6.7%, from $3M to $3M.

Which 401(k) plans are similar in size to Platinum Financial, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Smile Starters 401(k) Plan in NC ($3M, 200 participants).

Which 401(k) plans cover a similar participant headcount to Platinum Financial, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 331046890.