401(k) · DOL Form 5500 · 2023

Portland Bottling Company 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
217
Participants Below avg headcount
40th
Percentile by assets National rank
$17,691
Avg per participant Low balance/head
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Official DOL plan name: Portland Bottling Company 401(k) Profit Sharing Plan & Trust · Sponsored by Portland Bottling Company · Oregon · Manufacturing

$4M in assets, 217 participants

Portland Bottling Company's Portland Bottling Company 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,262 in Manufacturing (18,722 peers)

Coverage in Oregon

Portland Bottling Company 401(k) Profit Sharing Plan & Trust covers 217 participants in Oregon, about 49% of the average Oregon filer (state average ~443 per filing). Assets: $4M.

#4,262
in Manufacturing (18,722 peers)
+43.5%
assets growth YoY

Portland Bottling Company 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Portland Bottling Company 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,839,045 40th percentile higher than 40% 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

Portland Bottling Company 401(k) Profit Sharing Plan & Trust 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. Portland Bottling Company 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Portland Bottling Company 401(k) Profit Sharing Plan & Trust reported net income rose from -$359K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Portland Bottling Company 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Portland Bottling Company 401(k) Profit Sharing Plan & Trust reported participants rose from 204 in the plan year 2022 filing to 217 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 710870520 · Portland Bottling Company PY 2023 · 401(k)

Portland Bottling Company 401(k) Profit Sharing Plan & Trust · $4M · 217 · 40th

  • NET $4M
  • NET 217
  • NET 40th
  • NET 401(k)
  • NET near The Mayerson Company 401(k) Profit Sharing Plan
  • NET ind #4262

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 Manufacturing retirement plans → · Plans in Oregon →

Portland Bottling Company 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Portland Bottling Company 401(k) Profit Sharing Plan & TrustPortland Bottling Company 40…$4MThe Mayerson Company 401(k) Profit Sharing PlanThe Mayerson Company 401(k) …$4MHudson Pontiac-Buick-Gmc Truck, Inc. 401(k) Profit Sharing PlanHudson Pontiac-Buick-Gmc Tru…$4MSpectrofuge Corporation of North Carolina, Inc. 401(k) PlanSpectrofuge Corporation of N…$4MPantheryx, Inc. Retirement Savings PlanPantheryx, Inc. Retirement S…$4M
End-of-year total assets ($M) among Portland Bottling Company 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN710870520
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Portland Bottling Company)

Sponsor-wide plan assets over time

All Portland Bottling Company plans reported in each filing year

Latest sponsor-wide plan assets
$5M 74.95939128413244% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.68M $4.68M ▲ +74.6%
Year Plans Participants Total Assets
2022 1 204 $3M
2023 1 217 $4M
2024 1 184 $5M

Nearby 401(k) Plans in Oregon

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

Portland Bottling Company 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Portland Bottling Company 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003839045 · Participants: 217Portland Bottling Company 401(k) Profit Sharing Plan & Trust401(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
Portland Bottling Company 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Portland Bottling Company 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Portland Bottling Company 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 The Mayerson Company 401(k) Profit Sharing Plan in OH ($4M); by covered participants it is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 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 Portland Bottling Company 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Portland Bottling Company 401(k) Profit Sharing Plan & Trust surged - up 43.5% during 2023, from $3M to $4M. Reported net income was $1M.
How have Portland Bottling Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Portland Bottling Company's sponsor-wide assets grew 75.0%, from $3M to $5M.
Which 401(k) plans are similar in size to Portland Bottling Company 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Mayerson Company 401(k) Profit Sharing Plan in OH ($4M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Portland Bottling Company 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants, $12M 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 710870520.

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.