401(k) · DOL Form 5500 · 2023

Oregon Restaurant and Lodging Association 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
19
Participants Small participant base
33rd
Percentile by assets National rank
$126,775
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust · Sponsored by Oregon Restaurant and Lodging Association · Oregon · Other Services

$2M in assets, 19 participants

Oregon Restaurant and Lodging Association's Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust reported $2M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #4,485 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust ranks #4,485 of 7,857 2023 filers by assets (833% of the sector average)-$2M for 19 participants.

#4,485
in Other Services (7,857 peers)
+24.4%
assets growth YoY

Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust among the smaller filed plans by assets

Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust vs every filed plan by assets

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

$2,408,723 33rd percentile higher than 33% 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

Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust reported net income rose from -$631K in the plan year 2022 filing to $472K in the plan year 2023 filing.
  • Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930514708 · Oregon Restaurant and Lodging Association PY 2023 · 401(k)

Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust · $2M · 19 · 33rd

  • SCH $2M
  • SCH 19
  • SCH 33rd
  • SCH 401(k)
  • SCH near Uinta Brewing Company Retirement Plan
  • SCH ind #4485

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 Other Services retirement plans → · Plans in Oregon →

Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust in the asset neighbourhood

Oregon Restaurant and Lodging Association 401(k) Profit Sharing & TrustOregon Restaurant and Lodgin…$2MUinta Brewing Company Retirement PlanUinta Brewing Company Retire…$2MZoetek Medical 401(k) Plan$2MAcm Ventures, Inc. 401(k) Profit Sharing PlanAcm Ventures, Inc. 401(k) Pr…$2MSbti 401(k) and Profit Sharing PlanSbti 401(k) and Profit Shari…$2M
End-of-year total assets ($M) among Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$472K
Employer EIN930514708
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon Restaurant and Lodging Association)

Sponsor-wide plan assets over time

All Oregon Restaurant and Lodging Association plans reported in each filing year

Latest sponsor-wide plan assets
$3M 49.96940247289989% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.94M $2.9M ▲ +49.5%
Year Plans Participants Total Assets
2022 1 19 $2M
2023 1 19 $2M
2024 1 23 $3M

Nearby 401(k) Plans in Oregon

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

Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust, Total assets ($B): 0.002408723 · Participants: 19Oregon Restaurant and Lodging Association 401(k) Profit Sharing & 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
Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants

Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Uinta Brewing Company Retirement Plan in UT ($2M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust assets move in 2023?
Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust grew sharply - up 24.4% during 2023, from $2M to $2M. Reported net income was $472K.
How have Oregon Restaurant and Lodging Association plan assets changed over time?
Across 3 plan years on file (2022-2024), Oregon Restaurant and Lodging Association's sponsor-wide assets grew 50.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust?
Among 401(k) plans in other states, the closest by assets is Uinta Brewing Company Retirement Plan in UT ($2M, 57 participants).
Which 401(k) plans cover a similar participant headcount to Oregon Restaurant and Lodging Association 401(k) Profit Sharing & Trust?
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M in assets).