401(k) · DOL Form 5500 · 2023

Williston Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
1,175
Participants Near avg headcount
90th
Percentile by assets National rank
$67,325
Avg per participant Below avg balance/head
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Official DOL plan name: Williston Financial Group LLC 401(k) Plan · Sponsored by Williston Financial Group, LLC · Oregon · Finance & Insurance

$79M in assets, 1,175 participants

Williston Financial Group, LLC's Williston Financial Group LLC 401(k) Plan reported $79M in total assets and 1,175 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,441 in Finance & Insurance (8,869 peers)

Coverage in Oregon

Williston Financial Group LLC 401(k) Plan covers 1,175 participants in Oregon, 2.7x the typical Oregon plan (state average ~443 per filing). Assets: $79M.

#7,441
in Finance & Insurance (8,869 peers)
+29.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Williston Financial Group LLC 401(k) Plan's outsized position by total assets

Williston Financial Group LLC 401(k) Plan vs every filed plan by assets

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

$79,107,140 Top 10% higher than 90% 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

Williston Financial Group LLC 401(k) Plan'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. Williston Financial Group LLC 401(k) Plan lands in the large band (1,175 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Williston Financial Group LLC 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Williston Financial Group LLC 401(k) Plan end-of-year assets rose from $61M in the plan year 2022 filing to $79M in the plan year 2023 filing.
  • Williston Financial Group LLC 401(k) Plan reported participants fell from 1,439 in the plan year 2022 filing to 1,175 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 271434397 · Williston Financial Group, LLC PY 2023 · 401(k)

Williston Financial Group LLC 401(k) Plan · $79M · 1,175 · 90th

  • PCT $79M
  • PCT 1,175
  • PCT 90th
  • PCT 401(k)
  • PCT near Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust
  • PCT ind #7441

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 →

Williston Financial Group LLC 401(k) Plan in the asset neighbourhood

Greenspoon Marder 401(k) Plan$79MAmerichem, Inc. Employee Retirement Savings PlanAmerichem, Inc. Employee Ret…$79MWilliston Financial Group LLC 401(k) PlanWilliston Financial Group LL…$79MBurke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and TrustBurke, Warren, Mackay & Serr…$79MWeaver Employee 401(k) Plan$79M
End-of-year total assets ($M) among Williston Financial Group LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$79M
Net Income$18M
Employer EIN271434397
Plan Effective Date2011-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Williston Financial Group, LLC)

Sponsor-wide plan assets over time

All Williston Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$98M 60.251001874392216% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $61.2M $98.1M ▲ +60.2%
Year Plans Participants Total Assets
2022 1 1,439 $61M
2023 1 1,175 $79M
2024 1 1,138 $98M

Nearby 401(k) Plans in Oregon

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

Williston Financial Group LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Williston Financial Group LLC 401(k) Plan, Total assets ($B): 0.07910714 · Participants: 1175Williston Financial Group LLC 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Williston Financial Group LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Williston Financial Group LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust in IL ($79M); by covered participants it is Daily's Premium Meats Retirement Plan in KS (1,175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,175 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 Williston Financial Group LLC 401(k) Plan assets move in 2023? ▼
Williston Financial Group LLC 401(k) Plan grew sharply - up 29.2% during 2023, from $61M to $79M. Reported net income was $18M.
How have Williston Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Williston Financial Group, LLC's sponsor-wide assets grew 60.3%, from $61M to $98M.
Where does Williston Financial Group LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Williston Financial Group LLC 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Williston Financial Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust in IL ($79M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Williston Financial Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daily's Premium Meats Retirement Plan in KS (1,175 participants, $21M 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 271434397.

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.