401(k) · DOL Form 5500 · 2023
Pendleton Woolen Mills, Inc. 401(k) Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 503
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $130,103
- Avg per participant Near avg balance/head
Official DOL plan name: Pendleton Woolen Mills, Inc. 401(k) and Profit Sharing Plan · Sponsored by Pendleton Woolen Mills, Inc. · Oregon · Manufacturing
$65M in assets, 503 participants
Pendleton Woolen Mills, Inc.'s Pendleton Woolen Mills, Inc. 401(k) and Profit Sharing Plan reported $65M in total assets and 503 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #15,426 in Manufacturing (18,722 peers)
Where Pendleton Woolen Mills, Inc. 401(k) and Profit Sharing Plan sits by assets
Pendleton Woolen Mills, Inc. 401(k) and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $65M for 503 participants (~$130,103/participant), up 15.8% in 2023.
- #15,426
- in Manufacturing (18,722 peers)
- +15.8%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Pendleton Woolen Mills, Inc. 401(k) and Profit Sharing Plan's outsized position by total assets
Pendleton Woolen Mills, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$65,441,617 Top 12% higher than 88% 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
Pendleton Woolen Mills, Inc. 401(k) and 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. Pendleton Woolen Mills, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (503 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pendleton Woolen Mills, Inc. 401(k) and Profit Sharing Plan reported net income rose from -$22M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Pendleton Woolen Mills, Inc. 401(k) and Profit Sharing Plan reported participants rose from 417 in the plan year 2022 filing to 503 in the plan year 2023 filing.
- Pendleton Woolen Mills, Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $57M in the plan year 2022 filing to $65M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 930250770 · Pendleton Woolen Mills, Inc. PY 2023 · 401(k)
Pendleton Woolen Mills, Inc. 401(k) and Profit Sharing Plan · $65M · 503 · 88th
- RANK $65M
- RANK 503
- RANK 88th
- RANK 401(k)
- RANK near Dcd Automotive Holdings, Inc. 401(k) Plan
- RANK ind #15426
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 →
Pendleton Woolen Mills, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | $9M |
| Employer EIN | 930250770 |
| Plan Effective Date | 1964-08-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pendleton Woolen Mills, Inc.)
Sponsor-wide plan assets over time
All Pendleton Woolen Mills, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $76M 24.807950256373797% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 794 | $61M |
| 2023 | 2 | 784 | $71M |
| 2024 | 2 | 717 | $76M |
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
Pendleton Woolen Mills, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Dcd Automotive Holdings, Inc. 401(k) Plan in MA ($65M); by covered participants it is Ehpv 401(k) Plan in NE (503 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
- Dcd Automotive Holdings, Inc. 401(k) Plan (MA) $65M · 1,435
- Gabrielli Savings and Retirement Plan for Employees (NY) $65M · 692
- Reps & Company, Inc. Employee Stock Ownership Plan (CA) $65M · 46
- Instructure, Inc. 401(k) Plan (UT) $65M · 1,379
Similar participant headcount
Nearest other-state filings by covered participants (503 participants); asset peers above are excluded.
- Ehpv 401(k) Plan (NE) 503 · 0 off
- Bauer Built Employee 401(k) Benefit Plan (WI) 503 · 0 off
- Chandler Concrete Co., Inc. 401(k) Profit Sharing Plan and Trust (NC) 503 · 0 off
- Cell Signaling Technology 401(k) Plan (MA) 503 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.