401(k) · DOL Form 5500 · 2023
Compass Senior Living LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 1,458
- Participants Near avg headcount
- 43rd
- Percentile by assets National rank
- $3,280
- Avg per participant Low balance/head
Official DOL plan name: Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Compass Senior Living LLC · Oregon · Healthcare & Social Assistance
$5M in assets, 1,458 participants
Compass Senior Living LLC's Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 1,458 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,340 in Healthcare & Social Assistance (17,684 peers)
Coverage in Oregon
Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust covers 1,458 participants in Oregon, 3.3x the typical Oregon plan (state average ~443 per filing). Assets: $5M.
- #8,340
- in Healthcare & Social Assistance (17,684 peers)
- +50.5%
- assets growth YoY
Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,782,549 43rd percentile higher than 43% 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
Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust lands in the large band (1,458 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$160K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 1,127 in the plan year 2022 filing to 1,458 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 463523493 · Compass Senior Living LLC PY 2023 · 401(k)
Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust · $5M · 1,458 · 43rd
- PCT $5M
- PCT 1,458
- PCT 43rd
- PCT 401(k)
- PCT near Rango, Inc. 401(k) Plan
- PCT ind #8340
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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →
Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $2M |
| Employer EIN | 463523493 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Compass Senior Living LLC)
Sponsor-wide plan assets over time
All Compass Senior Living LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 100.15101899270742% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,127 | $3M |
| 2023 | 1 | 1,458 | $5M |
| 2024 | 1 | 1,657 | $6M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Rango, Inc. 401(k) Plan in AZ ($5M); by covered participants it is Maclellan Integrated Services Retirement Plan in KY (1,458 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Rango, Inc. 401(k) Plan (AZ) $5M · 434
- L & R Manufacturing Company 401(k) Plan (NJ) $5M · 55
- The Donaldson Group, LLC (MD) $5M · 204
- Mar-Jon & Associates, Inc. 401(k) Profit Sharing Plan (FL) $5M · 6
Similar participant headcount
Nearest other-state filings by covered participants (1,458 participants); asset peers above are excluded.
- Maclellan Integrated Services Retirement Plan (KY) 1,458 · 0 off
- Rockford Health System Retirement Plan (IL) 1,458 · 0 off
- Koozie Group 401(k) Savings & Investment Plan (FL) 1,458 · 0 off
- Center for Family Services, Inc. 401(k) Salary Reduction Plan (NJ) 1,458 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.