401(k) · DOL Form 5500 · 2023

Frontier Management, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
3,244
Participants Above avg headcount
65th
Percentile by assets National rank
$4,115
Avg per participant Low balance/head
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Official DOL plan name: Progressive Planning - a 401(k) Retirement Plan · Sponsored by Frontier Management, LLC · Oregon · Healthcare & Social Assistance

$13M in assets, 3,244 participants

Frontier Management, LLC's Progressive Planning - a 401(k) Retirement Plan reported $13M in total assets and 3,244 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,374 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Progressive Planning - a 401(k) Retirement Plan covers 3,244 participants in Oregon, 7.3x the typical Oregon plan (state average ~443 per filing). Assets: $13M.

#12,374
in Healthcare & Social Assistance (17,684 peers)
+19.6%
assets growth YoY

Progressive Planning - a 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Progressive Planning - a 401(k) Retirement Plan vs every filed plan by assets

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

$13,348,601 Top 35% higher than 65% 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

Progressive Planning - a 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Progressive Planning - a 401(k) Retirement Plan lands in the large band (3,244 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Progressive Planning - a 401(k) Retirement Plan reported net income rose from -$250K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Progressive Planning - a 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Progressive Planning - a 401(k) Retirement Plan reported participants fell from 3,330 in the plan year 2022 filing to 3,244 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 931307531 · Frontier Management, LLC PY 2023 · 401(k)

Progressive Planning - a 401(k) Retirement Plan · $13M · 3,244 · 65th

  • BOOK $13M
  • VS-ST 3,244
  • BOY 65th
  • SCH 401(k)
  • EBSA near Renewaire, LLC Retirement Saving Plan & Trust 2
  • PART ind #12374

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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Progressive Planning - a 401(k) Retirement Plan in the asset neighbourhood

Progressive Planning - a 401(k) Retirement PlanProgressive Planning - a 401…$13MRenewaire, LLC Retirement Saving Plan & Trust 2Renewaire, LLC Retirement Sa…$13MThe Murray Bank 401(k) Employee Stock Ownership PlanThe Murray Bank 401(k) Emplo…$13MZynex, Inc. 401(k) Plan$13MI. D. Booth, Inc. Profit Sharing 401(k) PlanI. D. Booth, Inc. Profit Sha…$13M
End-of-year total assets ($M) among Progressive Planning - a 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN931307531
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Frontier Management, LLC)

Sponsor-wide plan assets over time

All Frontier Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 25.411101549724275% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $11.2M $14M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 3,330 $11M
2023 1 3,244 $13M
2024 1 3,974 $14M

Nearby 401(k) Plans in Oregon

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

Progressive Planning - a 401(k) Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -202468 Total assets ($B) Participants Progressive Planning - a 401(k) Retirement Plan, Total assets ($B): 0.013348601 · Participants: 3244Progressive Planning - a 401(k) Retirement Plan401(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
Progressive Planning - a 401(k) Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Progressive Planning - a 401(k) Retirement Plan side-by-side with 3 peers →

Progressive Planning - a 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Renewaire, LLC Retirement Saving Plan & Trust 2 in WI ($13M); by covered participants it is Avient Retirement Savings Plan in OH (3,245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,244 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 Progressive Planning - a 401(k) Retirement Plan assets move in 2023? ▼
Progressive Planning - a 401(k) Retirement Plan grew sharply - up 19.6% during 2023, from $11M to $13M. Reported net income was $3M.
How have Frontier Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Frontier Management, LLC's sponsor-wide assets grew 25.4%, from $11M to $14M.
Which 401(k) plans are similar in size to Progressive Planning - a 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Renewaire, LLC Retirement Saving Plan & Trust 2 in WI ($13M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Progressive Planning - a 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avient Retirement Savings Plan in OH (3,245 participants, $628M 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 931307531.

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.