401(k) · DOL Form 5500 · 2023

Gem Equipment of Oregon, Inc 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
129
Participants Small participant base
59th
Percentile by assets National rank
$77,568
Avg per participant Below avg balance/head
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Official DOL plan name: Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan · Sponsored by Gem Equipment of Oregon, Inc · Oregon · Manufacturing

$10M in assets, 129 participants

Gem Equipment of Oregon, Inc's Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan reported $10M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,399 in Manufacturing (18,722 peers)

Coverage in Oregon

Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan covers 129 participants in Oregon, about 29% of the average Oregon filer (state average ~443 per filing). Assets: $10M.

#8,399
in Manufacturing (18,722 peers)
+20.3%
assets growth YoY

Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan's mid-pack asset rank among Manufacturing and all filers

Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan vs every filed plan by assets

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

$10,006,233 Top 41% higher than 59% 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

Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction 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. Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan reported participants rose from 123 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 930572107 · Gem Equipment of Oregon, Inc PY 2023 · 401(k)

Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan · $10M · 129 · 59th

  • BOY $10M
  • SCH 129
  • EBSA 59th
  • PART 401(k)
  • TYPE near Mintz & Hoke Inc. Profit Sharing/Tax-Deferred Savings Plan
  • NET ind #8399

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 Manufacturing retirement plans → · Plans in Oregon →

Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan in the asset neighbourhood

Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction PlanGem Equipment of Oregon, Inc…$10MMintz & Hoke Inc. Profit Sharing/Tax-Deferred Savings PlanMintz & Hoke Inc. Profit Sha…$10MBudget Dumpster 401(k) Plan$10MMortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & TrustMortgage Capital Trading, In…$10MGriffis Blessing, Inc. Profit Sharing & 401(k) PlanGriffis Blessing, Inc. Profi…$10M
End-of-year total assets ($M) among Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN930572107
Plan Effective Date1970-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Gem Equipment of Oregon, Inc)

Sponsor-wide plan assets over time

All Gem Equipment of Oregon, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 31.61382812204029% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.31M $10.9M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 123 $8M
2023 1 129 $10M
2024 1 136 $11M

Nearby 401(k) Plans in Oregon

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

Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan, Total assets ($B): 0.010006233 · Participants: 129Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan401(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
Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan side-by-side with 3 peers →

Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Mintz & Hoke Inc. Profit Sharing/Tax-Deferred Savings Plan in CT ($10M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan assets move in 2023? ▼
Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan grew sharply - up 20.3% during 2023, from $8M to $10M. Reported net income was $2M.
How have Gem Equipment of Oregon, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gem Equipment of Oregon, Inc's sponsor-wide assets grew 31.6%, from $8M to $11M.
Which 401(k) plans are similar in size to Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mintz & Hoke Inc. Profit Sharing/Tax-Deferred Savings Plan in CT ($10M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Gem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 930572107.

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.