Profit Sharing · DOL Form 5500 · 2023
Board of Trustees, Regional District Council Retirement Plan Profit Sharing Plan
Data updated 2026-08-11
- $47M
- Total assets
- 1,613
- Participants
- 85th
- Percentile by assets
- $29,170
- Avg per participant
Official DOL plan name: Regional District Council Retirement Plan · Sponsored by Board of Trustees, Regional District Council Retirement Plan · Oregon · Finance & Insurance
$47M in assets, 1,613 participants
Board of Trustees, Regional District Council Retirement Plan's Regional District Council Retirement Plan reported $47M in total assets and 1,613 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 127,072 plans)
- #6,825 in Finance & Insurance (8,869 peers)
Coverage in Oregon
Regional District Council Retirement Plan covers 1,613 participants in Oregon, 3.6x the typical Oregon plan (state average ~443 per filing). Assets: $47M.
- $47M
- total plan assets (2023 EOY)
- 1,613
- covered participants
- 85th
- percentile by assets (of 127,072 plans)
- $29,170
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Regional District Council Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Regional District Council Retirement Plan end-of-year assets rose from $40M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Regional District Council Retirement Plan reported participants fell from 1,638 in the plan year 2022 filing to 1,613 in the plan year 2023 filing.
Participants vs Oregon filers
In Oregon, the average filing covers about 443 participants across 1,736 plans. Regional District Council Retirement Plan reports 1,613 participants - 3.6x that state average ($47M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $6M |
| Employer EIN | 736360525 |
| Plan Effective Date | 2004-11-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Regional District Council Retirement Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,638 | $40M |
| 2023 | 1 | 1,613 | $47M |
| 2024 | 1 | N/A | $54M |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Regional District Council Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
- Les Schwab Profit Sharing Retirement Plan $805M · 5,463
- Les Schwab Profit Sharing Retirement Plan $770M · 5,474
- Legacy Health Defined Contribution Retirement Plan $697M · 11,313
- Willamette University Defined Contribution Retirement Plan $195M · 766
- The Hoffman Employee Retirement Income Plan $172M · 485
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Regional District Council Retirement Plan by total assets, not by location.
- Annual Reviews 403(b) DC Plan (CA) $47M · 92
- Sheet Metal Workers Local 44 Annuity Fund (PA) $47M · 333
- The Legal Aid Society Retirement Plan (NY) $47M · 597
- Prent Corporation Employees' Profit Sharing Plan (WI) $47M · 420
Frequently Asked Questions
How did Regional District Council Retirement Plan assets move in 2023? ▼
How have Board of Trustees, Regional District Council Retirement Plan plan assets changed over time? ▼
Where does Regional District Council Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Regional District Council Retirement Plan? ▼
Next read for Regional District Council Retirement Pla…
Filing takeaways
Ways to act on Regional District Council Retirement Plan's numbers.
- By total assets, Regional District Council Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Oregon. Compare plans
- Board of Trustees, Regional District Council Retirement Plan's sponsor-wide assets have grown 33.7% since 2022 across 3 plan years on file. More Finance & Insurance plans