401(k) · DOL Form 5500 · 2023
Emery & Sons Construction Group, LLC 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 208
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $126,293
- Avg per participant Near avg balance/head
Official DOL plan name: Emery & Sons Construction Group, LLC Retirement and Savings Plan · Sponsored by Emery & Sons Construction Group, LLC · Oregon · Construction
$26M in assets, 208 participants
Emery & Sons Construction Group, LLC's Emery & Sons Construction Group, LLC Retirement and Savings Plan reported $26M in total assets and 208 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #6,846 in Construction (9,030 peers)
Coverage in Oregon
Emery & Sons Construction Group, LLC Retirement and Savings Plan covers 208 participants in Oregon, about 47% of the average Oregon filer (state average ~443 per filing). Assets: $26M.
- #6,846
- in Construction (9,030 peers)
- +38.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Emery & Sons Construction Group, LLC Retirement and Savings Plan's outsized position by total assets
Emery & Sons Construction Group, LLC Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,268,871 Top 23% higher than 77% 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
Emery & Sons Construction Group, LLC Retirement and Savings 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. Emery & Sons Construction Group, LLC Retirement and Savings Plan sits mid-pack in the medium band (208 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Emery & Sons Construction Group, LLC Retirement and Savings Plan reported net income rose from -$12M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Emery & Sons Construction Group, LLC Retirement and Savings Plan end-of-year assets rose from $19M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Emery & Sons Construction Group, LLC Retirement and Savings Plan reported participants rose from 179 in the plan year 2022 filing to 208 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 830966301 · Emery & Sons Construction Group, LLC PY 2023 · 401(k)
Emery & Sons Construction Group, LLC Retirement and Savings Plan · $26M · 208 · 77th
- NET $26M
- NET 208
- NET 77th
- NET 401(k)
- NET near Stewart & Tate Employees Profit Sharing Plan
- NET ind #6846
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 Construction retirement plans → · Plans in Oregon →
Emery & Sons Construction Group, LLC Retirement and Savings Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $7M |
| Employer EIN | 830966301 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emery & Sons Construction Group, LLC)
Sponsor-wide plan assets over time
All Emery & Sons Construction Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 72.25847757081164% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 179 | $19M |
| 2023 | 1 | 208 | $26M |
| 2024 | 1 | 199 | $33M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Emery & Sons Construction Group, LLC Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Stewart & Tate Employees Profit Sharing Plan in PA ($26M); by covered participants it is Dippin' Dots, LLC 401(k) Profit Sharing Plan in KY (208 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (208 participants); asset peers above are excluded.
- Dippin' Dots, LLC 401(k) Profit Sharing Plan (KY) 208 · 0 off
- H & H 401(k) Plan (AL) 208 · 0 off
- Delta Systems, Inc. 401(k) Plan (OH) 208 · 0 off
- Bank of the Pacific 401(k) Plan (WA) 208 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.