Other · DOL Form 5500 · 2023

Welch, Bruun, & Green Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
27th
Percentile by assets National rank
$284,618
Avg per participant High balance/head
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Official DOL plan name: Welch, Bruun & Green Profit Sharing Plan and Trust · Sponsored by Welch, Bruun, & Green · Oregon · Professional & Technical Services

$1M in assets, 5 participants

Welch, Bruun, & Green's Welch, Bruun & Green Profit Sharing Plan and Trust reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,542 in Professional & Technical Services (20,321 peers)

Welch, Bruun, & Green multi-year trail

Welch, Bruun, & Green's plans moved +28.5% in assets from 2023 to 2024; this filing shows Welch, Bruun & Green Profit Sharing Plan and Trust at $1M / 5 participants.

#4,542
in Professional & Technical Services (20,321 peers)
-58.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Welch, Bruun & Green Profit Sharing Plan and Trust among the smaller filed plans by assets

Welch, Bruun & Green Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,423,090 27th percentile higher than 27% 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

Welch, Bruun & Green Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Welch, Bruun & Green Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.

DOL schedule card

Filing strip 930691419 · Welch, Bruun, & Green PY 2023 · Other

Welch, Bruun & Green Profit Sharing Plan and Trust · $1M · 5 · 27th

  • SCH $1M
  • SCH 5
  • SCH 27th
  • SCH Other
  • SCH near 403(b) Thrift Plan of Jewish Family Home Care, Inc.
  • SCH ind #4542

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 Professional & Technical Services retirement plans → · Plans in Oregon →

Welch, Bruun & Green Profit Sharing Plan and Trust in the asset neighbourhood

Communities in Schools of Jacksonville, Inc. Tax Deferred Annuity PlanCommunities in Schools of Ja…$1MWelch, Bruun & Green Profit Sharing Plan and TrustWelch, Bruun & Green Profit …$1M403(b) Thrift Plan of Jewish Family Home Care, Inc.403(b) Thrift Plan of Jewish…$1MCommunities in Schools of Jacksonville, Inc. Tax Deferred Annuity PlanCommunities in Schools of Ja…$1MGoddard House Retirement Plan$1M
End-of-year total assets ($M) among Welch, Bruun & Green Profit Sharing Plan and Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Welch, Bruun, & Green multi-year asset trail

Sponsor-wide plan assets over time

All Welch, Bruun, & Green plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.51302447491023% vs 2023
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 20232024 $1.42M $1.83M ▲ +28.9%
Year Plans Participants Total Assets
2023 1 5 $1M
2024 1 3 $2M

Welch, Bruun, & Green filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$1M
Net Income-$2M
Employer EIN930691419
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Oregon

Peer Other plans, same state, same plan type, ranked by total assets.

Welch, Bruun & Green Profit Sharing Plan and Trust vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Welch, Bruun & Green Profit Sharing Plan and Trust, Total assets ($B): 0.00142309 · Participants: 5Welch, Bruun & Green Profit Sharing Plan and TrustLegacy Health 403(b) Plan, Total assets ($B): 1.723877574 · Participants: 14249Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.683735006 · Participants: 5682Asante 403b PlanSt. Charles Health System Retirement Plan, Total assets ($B): 0.624912862 · Participants: 4378St. Charles Health System Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.614620661 · Participants: 6234Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.316078897 · Participants: 789Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
Welch, Bruun & Green Profit Sharing Plan and Trust vs. nearby Other plans in Oregon, assets vs. participants
Compare Welch, Bruun & Green Profit Sharing Plan and Trust side-by-side with 3 peers →

Welch, Bruun & Green Profit Sharing Plan and Trust's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is 403(b) Thrift Plan of Jewish Family Home Care, Inc. in FL ($1M); by covered participants it is Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan in PA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Welch, Bruun & Green Profit Sharing Plan and Trust assets move in 2023? ▼
Welch, Bruun & Green Profit Sharing Plan and Trust contracted severely - down 58.1% during 2023, from $3M to $1M. Reported net income was -$2M.
How have Welch, Bruun, & Green plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Welch, Bruun, & Green's sponsor-wide assets grew 28.5%, from $1M to $2M.
Which Other plans are similar in size to Welch, Bruun & Green Profit Sharing Plan and Trust? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Jewish Family Home Care, Inc. in FL ($1M, 487 participants).
Which Other plans cover a similar participant headcount to Welch, Bruun & Green Profit Sharing Plan and Trust? ▼
Among Other plans in other states, the closest by covered participants is Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan in PA (5 participants, $341K 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 930691419.

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.