Defined Benefit (Pension) · DOL Form 5500 · 2023

Stoel Rives LLP Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
202
Participants Below avg headcount
81st
Percentile by assets National rank
$169,750
Avg per participant Above avg balance/head
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Official DOL plan name: Stoel Rives LLP Cash Balance Plan · Sponsored by Stoel Rives LLP · Oregon · Professional & Technical Services

$34M in assets, 202 participants

Stoel Rives LLP's Stoel Rives LLP Cash Balance Plan reported $34M in total assets and 202 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.

  • #16,601 in Professional & Technical Services (20,321 peers)

Coverage in Oregon

Stoel Rives LLP Cash Balance Plan covers 202 participants in Oregon, about 46% of the average Oregon filer (state average ~443 per filing). Assets: $34M.

#16,601
in Professional & Technical Services (20,321 peers)
-6.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stoel Rives LLP Cash Balance Plan's outsized position by total assets

Stoel Rives LLP Cash Balance Plan vs every filed plan by assets

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

$34,289,547 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

Stoel Rives LLP Cash Balance 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. Stoel Rives LLP Cash Balance Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stoel Rives LLP Cash Balance Plan reported net income rose from -$14M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Stoel Rives LLP Cash Balance Plan reported participants fell from 232 in the plan year 2022 filing to 202 in the plan year 2023 filing.
  • Stoel Rives LLP Cash Balance Plan end-of-year assets fell from $36M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930408771 · Stoel Rives LLP PY 2023 · Defined Benefit (Pension)

Stoel Rives LLP Cash Balance Plan · $34M · 202 · 81st

  • PART $34M
  • TYPE 202
  • NET 81st
  • BOOK Defined Benefit (Pension)
  • VS-ST near Zimmer Surgical, Inc. Union Employees' Pension Plan
  • BOY ind #16601

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 →

Stoel Rives LLP Cash Balance Plan in the asset neighbourhood

Exel Global Logistics Retirement PlanExel Global Logistics Retire…$34MStoel Rives LLP Cash Balance PlanStoel Rives LLP Cash Balance…$34MZimmer Surgical, Inc. Union Employees' Pension PlanZimmer Surgical, Inc. Union …$34MDykema Gossett PLLC Cash Balance PlanDykema Gossett PLLC Cash Bal…$34MRetirement Income Plan for Employees of Interface Performance Materials, Inc.Retirement Income Plan for E…$34M
End-of-year total assets ($M) among Stoel Rives LLP Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$34M
Net Income-$2M
Employer EIN930408771
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stoel Rives LLP)

Sponsor-wide plan assets over time

All Stoel Rives LLP plans reported in each filing year

Latest sponsor-wide plan assets
$602M 11.055815195225788% vs 2022
2024 filing year
$520M$540M$560M$580M$600M$620M 202220232024 $542M $602M ▲ +11.1%
Year Plans Participants Total Assets
2022 2 947 $542M
2023 2 884 $571M
2024 2 846 $602M

Nearby Defined Benefit (Pension) Plans in Oregon

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Stoel Rives LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Stoel Rives LLP Cash Balance Plan, Total assets ($B): 0.034289547 · Participants: 202Stoel Rives LLP Cash Balance PlanXpo Pension Plan, Total assets ($B): 1.662597016 · Participants: 4840Xpo Pension PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.546537504 · Participants: 4660Northwest Sheet Metal Workers Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan, Total assets ($B): 1.119947239 · Participants: 3351Ua Local 290 Plumber, Steamfitter & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 1.05006839 · Participants: 2018Precision Castparts Corp. Retirement PlanOregon Retail Employees Pension Plan, Total assets ($B): 1.019198743 · Participants: 20043Oregon Retail Employees Pension Plan
Stoel Rives LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Stoel Rives LLP Cash Balance Plan side-by-side with 3 peers →

Stoel Rives LLP Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Zimmer Surgical, Inc. Union Employees' Pension Plan in IN ($34M); by covered participants it is Ameritas Pension Plan in NE (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Stoel Rives LLP Cash Balance Plan assets move in 2023? ▼
Stoel Rives LLP Cash Balance Plan pulled back noticeably - down 6.0% during 2023, from $36M to $34M. Reported net income was -$2M.
How have Stoel Rives LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stoel Rives LLP's sponsor-wide assets grew 11.1%, from $542M to $602M.
Where does Stoel Rives LLP Cash Balance Plan rank by assets among Form 5500 filers? ▼
Stoel Rives LLP Cash Balance 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 Defined Benefit (Pension) plans are similar in size to Stoel Rives LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Zimmer Surgical, Inc. Union Employees' Pension Plan in IN ($34M, 110 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Stoel Rives LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ameritas Pension Plan in NE (202 participants, $258M 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 930408771.

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.