401(k) · DOL Form 5500 · 2023

Terwilliger Plaza, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
127
Participants Small participant base
44th
Percentile by assets National rank
$39,558
Avg per participant Low balance/head
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Official DOL plan name: Terwilliger Plaza 401(k) Plan · Sponsored by Terwilliger Plaza, Inc. · Oregon · Healthcare & Social Assistance

$5M in assets, 127 participants

Terwilliger Plaza, Inc.'s Terwilliger Plaza 401(k) Plan reported $5M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,565 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Terwilliger Plaza 401(k) Plan covers 127 participants in Oregon, about 29% of the average Oregon filer (state average ~443 per filing). Assets: $5M.

#8,565
in Healthcare & Social Assistance (17,684 peers)
+28.1%
assets growth YoY

Terwilliger Plaza 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Terwilliger Plaza 401(k) Plan vs every filed plan by assets

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

$5,023,922 44th percentile higher than 44% 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

Terwilliger Plaza 401(k) 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. Terwilliger Plaza 401(k) Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Terwilliger Plaza 401(k) Plan reported net income rose from -$196K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Terwilliger Plaza 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Terwilliger Plaza 401(k) Plan reported participants fell from 142 in the plan year 2022 filing to 127 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930477890 · Terwilliger Plaza, Inc. PY 2023 · 401(k)

Terwilliger Plaza 401(k) Plan · $5M · 127 · 44th

  • BOOK $5M
  • VS-ST 127
  • BOY 44th
  • SCH 401(k)
  • EBSA near Lam's Tutoring Service, Inc 401(k) Profit Sharing Plan
  • PART ind #8565

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 →

Terwilliger Plaza 401(k) Plan in the asset neighbourhood

Terwilliger Plaza 401(k) Plan$5MLam's Tutoring Service, Inc 401(k) Profit Sharing PlanLam's Tutoring Service, Inc …$5MThe Newberry Group, Inc. 401(k) Profit Sharing PlanThe Newberry Group, Inc. 401…$5M401(k) Profit Sharing Plan for Employees of North Star Community Services, Inc.401(k) Profit Sharing Plan f…$5MGould Property Company 401(k) PlanGould Property Company 401(k…$5M
End-of-year total assets ($M) among Terwilliger Plaza 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN930477890
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Terwilliger Plaza, Inc.)

Sponsor-wide plan assets over time

All Terwilliger Plaza, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 43.31040039983884% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.92M $5.62M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 142 $4M
2023 1 127 $5M
2024 1 148 $6M

Nearby 401(k) Plans in Oregon

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

Terwilliger Plaza 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Terwilliger Plaza 401(k) Plan, Total assets ($B): 0.005023922 · Participants: 127Terwilliger Plaza 401(k) 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
Terwilliger Plaza 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Terwilliger Plaza 401(k) Plan side-by-side with 3 peers →

Terwilliger Plaza 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Lam's Tutoring Service, Inc 401(k) Profit Sharing Plan in WA ($5M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Terwilliger Plaza 401(k) Plan assets move in 2023? ▼
Terwilliger Plaza 401(k) Plan grew sharply - up 28.1% during 2023, from $4M to $5M. Reported net income was $1M.
How have Terwilliger Plaza, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terwilliger Plaza, Inc.'s sponsor-wide assets grew 43.3%, from $4M to $6M.
Which 401(k) plans are similar in size to Terwilliger Plaza 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lam's Tutoring Service, Inc 401(k) Profit Sharing Plan in WA ($5M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Terwilliger Plaza 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants, N/A 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 930477890.

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.