401(k) · DOL Form 5500 · 2023
Perkins & Company P.C. 401(k) Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 195
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $218,273
- Avg per participant Above avg balance/head
Official DOL plan name: Perkins & Company P.C. Employee 401(k) Profit Sharing Plan · Sponsored by Perkins & Company P.C. · Oregon · Professional & Technical Services
$43M in assets, 195 participants
Perkins & Company P.C.'s Perkins & Company P.C. Employee 401(k) Profit Sharing Plan reported $43M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #17,214 in Professional & Technical Services (20,321 peers)
Coverage in Oregon
Perkins & Company P.C. Employee 401(k) Profit Sharing Plan covers 195 participants in Oregon, about 44% of the average Oregon filer (state average ~443 per filing). Assets: $43M.
- #17,214
- in Professional & Technical Services (20,321 peers)
- +17.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Perkins & Company P.C. Employee 401(k) Profit Sharing Plan's outsized position by total assets
Perkins & Company P.C. Employee 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$42,563,142 Top 16% higher than 84% 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
Perkins & Company P.C. Employee 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perkins & Company P.C. Employee 401(k) Profit Sharing Plan sits mid-pack in the medium band (195 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Perkins & Company P.C. Employee 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Perkins & Company P.C. Employee 401(k) Profit Sharing Plan reported participants rose from 165 in the plan year 2022 filing to 195 in the plan year 2023 filing.
- Perkins & Company P.C. Employee 401(k) Profit Sharing Plan end-of-year assets rose from $36M in the plan year 2022 filing to $43M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 930928924 · Perkins & Company P.C. PY 2023 · 401(k)
Perkins & Company P.C. Employee 401(k) Profit Sharing Plan · $43M · 195 · 84th
- PHOTO $43M
- IND 195
- EOY 84th
- 5500 401(k)
- ASSETS near Ross Employees' 401(k) Savings Plan
- PCT ind #17214
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 →
Perkins & Company P.C. Employee 401(k) Profit Sharing Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $6M |
| Employer EIN | 930928924 |
| Plan Effective Date | 1986-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Perkins & Company P.C.)
Sponsor-wide plan assets over time
All Perkins & Company P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 37.75054060171204% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 165 | $36M |
| 2023 | 1 | 195 | $43M |
| 2024 | 1 | 203 | $50M |
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
Perkins & Company P.C. Employee 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Ross Employees' 401(k) Savings Plan in OH ($43M); by covered participants it is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Ross Employees' 401(k) Savings Plan (OH) $43M · 284
- Bda 401(k) Plan (WA) $43M · 692
- Bay Ridge Automotive Management Corp. 401(k) Employee Savings Plan (NY) $43M · 1,047
- Bison Transport (USA), Inc. Employees' 401(k) Plan () $43M · 1,220
Similar participant headcount
Nearest other-state filings by covered participants (195 participants); asset peers above are excluded.
- The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan (WI) 195 · 0 off
- The Lodge at Woodloch 401(k) Plan (PA) 195 · 0 off
- Taco John's of Iowa 401(k) Plan (SD) 195 · 0 off
- A & I Floor Covering, Inc 401(k) Plan (UT) 195 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.