Profit Sharing · DOL Form 5500 · 2023
Board of Trustees, Regional District Council Retirement Plan Profit Sharing Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 1,613
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $29,170
- Avg per participant Low balance/head
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.
- #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.
- #6,825
- in Finance & Insurance (8,869 peers)
- +17.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Regional District Council Retirement Plan's outsized position by total assets
Regional District Council Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$47,050,964 Top 15% higher than 85% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Regional District Council 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. Regional District Council Retirement Plan lands in the large band (1,613 participants).
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.
EBSA filing schedule strip
Filing strip 736360525 · Board of Trustees, Regional District Council Retirement Plan PY 2023 · Profit Sharing
Regional District Council Retirement Plan · $47M · 1,613 · 85th
- EIN $47M
- EIN 1,613
- EIN 85th
- EIN Profit Sharing
- EIN near Annual Reviews 403(b) DC Plan
- EIN ind #6825
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 Finance & Insurance retirement plans → · Plans in Oregon →
Regional District Council Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees, Regional District Council Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 33.7141659461658% vs 2022
- 2024 filing year
| 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.
- 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
Regional District Council Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Annual Reviews 403(b) DC Plan in CA ($47M); by covered participants it is Adventist Health System/West 403(b) ERISA Plan in CA (1,615 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,613 participants); asset peers above are excluded.
- Adventist Health System/West 403(b) ERISA Plan (CA) 1,615 · 2 off
- Baxter Regional Medical Center 401(a) Plan (AR) 1,616 · 3 off
- Orohealth Corporation Retirement Plan (CA) 1,608 · 5 off
- Teamsters Local 456 Annuity Fund (NY) 1,619 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.