Profit Sharing · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$34M
Total assets Below avg plan size
167
Participants Small participant base
81st
Percentile by assets National rank
$201,184
Avg per participant Above avg balance/head
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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.

  • #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.

#16,537
in Professional & Technical Services (20,321 peers)
+15.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Geffen, Mesher & Co., P.C. 401(k) Plan's outsized position by total assets

Geffen, Mesher & Co., P.C. 401(k) Plan vs every filed plan by assets

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

$33,597,728 Top 19% higher than 81% 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

Geffen, Mesher & Co., P.C. 401(k) 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. Geffen, Mesher & Co., P.C. 401(k) Plan sits mid-pack in the medium band (167 participants).

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 →

Published 5500 schedule card

Filing strip 931042710 · Geffen, Mesher & Company, P.C. PY 2023 · Profit Sharing

Geffen, Mesher & Co., P.C. 401(k) Plan · $34M · 167 · 81st

  • PART $34M
  • TYPE 167
  • NET 81st
  • BOOK Profit Sharing
  • VS-ST near The Heritage Foundation Retirement Plan
  • BOY ind #16537

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 →

Geffen, Mesher & Co., P.C. 401(k) Plan in the asset neighbourhood

Geffen, Mesher & Co., P.C. 401(k) PlanGeffen, Mesher & Co., P.C. 4…$34MThe Heritage Foundation Retirement PlanThe Heritage Foundation Reti…$34MDyke Industries, Inc. Profit Sharing Plan & TrustDyke Industries, Inc. Profit…$34MHeat and Frost Insulators Defined ContributionHeat and Frost Insulators De…$34MChildren's Institute, Inc. 403(b) PlanChildren's Institute, Inc. 4…$34M
End-of-year total assets ($M) among Geffen, Mesher & Co., P.C. 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Geffen, Mesher & Company, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 39.99803828796289% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.2M $40.9M ▲ +40.0%
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 Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Geffen, Mesher & Co., P.C. 401(k) Plan, Total assets ($M): 33.597728 · Participants: 167Geffen, Mesher & Co., P.C. 401(k) PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 805.482585 · Participants: 5463Les Schwab Profit Sharing Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 770.320628 · Participants: 5474Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 696.604461 · Participants: 11313Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 194.758742 · Participants: 766Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 172.19814 · Participants: 485The Hoffman Employee Retirement Income Plan
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 →

Geffen, Mesher & Co., P.C. 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is The Heritage Foundation Retirement Plan in DC ($34M); by covered participants it is Child Care Resource and Referral, Inc. Matched Savings Retirement Plan in MN (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 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).
Which Profit Sharing plans cover a similar participant headcount to Geffen, Mesher & Co., P.C. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Child Care Resource and Referral, Inc. Matched Savings Retirement Plan in MN (167 participants, $6M 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 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.