401(k) · DOL Form 5500 · 2023

Generations LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
1,144
Participants Near avg headcount
55th
Percentile by assets National rank
$7,355
Avg per participant Low balance/head
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Official DOL plan name: Generations LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Generations LLC · Oregon · Healthcare & Social Assistance

$8M in assets, 1,144 participants

Generations LLC's Generations LLC 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 1,144 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,688 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Generations LLC 401(k) Profit Sharing Plan & Trust covers 1,144 participants in Oregon, 2.6x the typical Oregon plan (state average ~443 per filing). Assets: $8M.

#10,688
in Healthcare & Social Assistance (17,684 peers)
+24.8%
assets growth YoY

Generations LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Generations LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,413,909 Top 45% higher than 55% 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

Generations LLC 401(k) Profit Sharing Plan & Trust'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. Generations LLC 401(k) Profit Sharing Plan & Trust lands in the large band (1,144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Generations LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$295K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Generations LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Generations LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 1,112 in the plan year 2022 filing to 1,144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 931140342 · Generations LLC PY 2023 · 401(k)

Generations LLC 401(k) Profit Sharing Plan & Trust · $8M · 1,144 · 55th

  • BOOK $8M
  • BOOK 1,144
  • BOOK 55th
  • BOOK 401(k)
  • BOOK near 3i Infotech, Inc. 401(k) Retirement Savings & Investment Plan
  • BOOK ind #10688

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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Generations LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Generations LLC 401(k) Profit Sharing Plan & TrustGenerations LLC 401(k) Profi…$8M3i Infotech, Inc. 401(k) Retirement Savings & Investment Plan3i Infotech, Inc. 401(k) Ret…$8MCrosby 401(k) Retirement Plan$8MThe Freedom Academy Foundation Retirement PlanThe Freedom Academy Foundati…$8MInterviewstreet Inc, Dba HackerrInterviewstreet Inc, Dba Hac…$8M
End-of-year total assets ($M) among Generations LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN931140342
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Generations LLC)

Sponsor-wide plan assets over time

All Generations LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 36.32983152235102% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.74M $9.19M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 1,112 $7M
2023 1 1,144 $8M
2024 1 1,264 $9M

Nearby 401(k) Plans in Oregon

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

Generations LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Generations LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.008413909 · Participants: 1144Generations LLC 401(k) Profit Sharing Plan & Trust401(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
Generations LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Generations LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Generations LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is 3i Infotech, Inc. 401(k) Retirement Savings & Investment Plan in NJ ($8M); by covered participants it is Aspca 401(k) Retirement Plan in NY (1,144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,144 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 Generations LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Generations LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 24.8% during 2023, from $7M to $8M. Reported net income was $2M.
How have Generations LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Generations LLC's sponsor-wide assets grew 36.3%, from $7M to $9M.
Which 401(k) plans are similar in size to Generations LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is 3i Infotech, Inc. 401(k) Retirement Savings & Investment Plan in NJ ($8M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Generations LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Aspca 401(k) Retirement Plan in NY (1,144 participants, $134M 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 931140342.

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.