401(k) · DOL Form 5500 · 2023

Portland Supported Employment 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
44
Participants Small participant base
29th
Percentile by assets National rank
$41,745
Avg per participant Low balance/head
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Official DOL plan name: Portland Supported Employment 401(k) Profit Sharing Plan and Trust · Sponsored by Portland Supported Employment · Oregon · Healthcare & Social Assistance

$2M in assets, 44 participants

Portland Supported Employment's Portland Supported Employment 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,896 in Healthcare & Social Assistance (17,684 peers)

Portland Supported Employment multi-year trail

Portland Supported Employment's plans moved -42.8% in assets from 2022 to 2024; this filing shows Portland Supported Employment 401(k) Profit Sharing Plan and Trust at $2M / 44 participants.

#4,896
in Healthcare & Social Assistance (17,684 peers)
+76.3%
assets growth YoY

Portland Supported Employment 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Portland Supported Employment 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,836,778 29th percentile higher than 29% 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

Portland Supported Employment 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Portland Supported Employment 401(k) Profit Sharing Plan and Trust is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Portland Supported Employment 401(k) Profit Sharing Plan and Trust reported net income rose from $184K in the plan year 2022 filing to $795K in the plan year 2023 filing.
  • Portland Supported Employment 401(k) Profit Sharing Plan and Trust reported participants rose from 14 in the plan year 2022 filing to 44 in the plan year 2023 filing.
  • Portland Supported Employment 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 931318907 · Portland Supported Employment PY 2023 · 401(k)

Portland Supported Employment 401(k) Profit Sharing Plan and Trust · $2M · 44 · 29th

  • TYPE $2M
  • NET 44
  • BOOK 29th
  • VS-ST 401(k)
  • BOY near Nsg, Inc. 401(k) Profit Sharing Plan
  • SCH ind #4896

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 →

Portland Supported Employment 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Portland Supported Employment 401(k) Profit Sharing Plan and TrustPortland Supported Employmen…$2MNsg, Inc. 401(k) Profit Sharing PlanNsg, Inc. 401(k) Profit Shar…$2MCardinal Tool Supply, Inc. Retirement Plan and TrustCardinal Tool Supply, Inc. R…$2MM. Keith Dollahite, PC 401(k) PlanM. Keith Dollahite, PC 401(k…$2MGino's Distributing, Inc. 401(k) PlanGino's Distributing, Inc. 40…$2M
End-of-year total assets ($M) among Portland Supported Employment 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Portland Supported Employment multi-year asset trail

Sponsor-wide plan assets over time

All Portland Supported Employment plans reported in each filing year

Latest sponsor-wide plan assets
$1M 42.7937860028017% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.75M $1M ▼ -42.9%
Year Plans Participants Total Assets
2022 3 75 $2M
2023 1 44 $2M
2024 1 53 $1M

Portland Supported Employment filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$795K
Employer EIN931318907
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Portland Supported Employment 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Portland Supported Employment 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.001836778 · Participants: 44Portland Supported Employment 401(k) Profit Sharing Plan and 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
Portland Supported Employment 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Portland Supported Employment 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Portland Supported Employment 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Nsg, Inc. 401(k) Profit Sharing Plan in OH ($2M); by covered participants it is Stancy Health Care Corp. 401(k) Plan in AZ (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Portland Supported Employment 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Portland Supported Employment 401(k) Profit Sharing Plan and Trust surged - up 76.3% during 2023, from $1M to $2M. Reported net income was $795K.
How have Portland Supported Employment plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Portland Supported Employment's sponsor-wide assets declined 42.8%, from $2M to $1M.
Which 401(k) plans are similar in size to Portland Supported Employment 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Nsg, Inc. 401(k) Profit Sharing Plan in OH ($2M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Portland Supported Employment 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Stancy Health Care Corp. 401(k) Plan in AZ (44 participants, $1M 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 931318907.

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.