Profit Sharing · DOL Form 5500 · 2023

Geffen, Mesher & Company, P.C. Profit Sharing Plan

Data updated 2026-08-11

$34M
Total assets
167
Participants
81st
Percentile by assets
$201,184
Avg per participant
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Official DOL plan name: Geffen, Mesher & Co., P.C. 401(k) Plan · Sponsored by Geffen, Mesher & Company, P.C. · Oregon · Professional & Technical Services

$34M in assets, 167 participants

Geffen, Mesher & Company, P.C.'s Geffen, Mesher & Co., P.C. 401(k) Plan reported $34M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 127,072 plans)
  • #16,537 in Professional & Technical Services (20,321 peers)

Coverage in Oregon

Geffen, Mesher & Co., P.C. 401(k) Plan covers 167 participants in Oregon, about 38% of the average Oregon filer (state average ~443 per filing). Assets: $34M.

$34M
total plan assets (2023 EOY)
167
covered participants
81st
percentile by assets (of 127,072 plans)
$201,184
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Geffen, Mesher & Co., P.C. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Geffen, Mesher & Co., P.C. 401(k) Plan reported participants rose from 123 in the plan year 2022 filing to 167 in the plan year 2023 filing.
  • Geffen, Mesher & Co., P.C. 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Oregon
Industry
Professional & Technical Services

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Geffen, Mesher & Co., P.C. 401(k) Plan reports 167 participants - about 38% of that state average ($34M EOY assets).

Oregon filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN931042710
Plan Effective Date1991-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Geffen, Mesher & Company, P.C.)

$25M$30M$35M$40M$45M 202220232024 $29.2M $40.9M ▲ +40.0%
Total plan assets by year, all Geffen, Mesher & Company, P.C. plans on file
Year Plans Participants Total Assets
2022 1 123 $29M
2023 1 167 $34M
2024 1 173 $41M

Nearby Profit Sharing Plans in Oregon

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Geffen, Mesher & Co., P.C. 401(k) Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants

Geffen, Mesher & Co., P.C. 401(k) Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Geffen, Mesher & Co.…Les Schwab Profit Sh…Les Schwab Profit Sh…Legacy Health Define…Willamette Universit…The Hoffman Employee…
Geffen, Mesher & Co., P.C. 401(k) Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Geffen, Mesher & Co., P.C. 401(k) Plan side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Geffen, Mesher & Co., P.C. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Geffen, Mesher & Co., P.C. 401(k) Plan assets move in 2023? ▼
Geffen, Mesher & Co., P.C. 401(k) Plan grew sharply - up 15.0% during 2023, from $29M to $34M. Reported net income was $4M.
How have Geffen, Mesher & Company, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Geffen, Mesher & Company, P.C.'s sponsor-wide assets grew 40.0%, from $29M to $41M.
Where does Geffen, Mesher & Co., P.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Geffen, Mesher & Co., P.C. 401(k) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Geffen, Mesher & Co., P.C. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Heritage Foundation Retirement Plan in DC ($34M, 271 participants).

Next read for Geffen, Mesher & Co., P.C. 401(k) Plan

Filing takeaways

Ways to act on Geffen, Mesher & Co., P.C. 401(k) Plan's numbers.

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 931042710.

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.