401(k) · DOL Form 5500 · 2023
Habitat for Humanity Portland Metro East 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 110
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $32,263
- Avg per participant Low balance/head
Official DOL plan name: Habitat for Humanity Portland Metro East 403(b) Plan · Sponsored by Habitat for Humanity Portland Metro East · Oregon · Construction
$4M in assets, 110 participants
Habitat for Humanity Portland Metro East's Habitat for Humanity Portland Metro East 403(b) Plan reported $4M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #3,273 in Construction (9,030 peers)
Coverage in Oregon
Habitat for Humanity Portland Metro East 403(b) Plan covers 110 participants in Oregon, about 25% of the average Oregon filer (state average ~443 per filing). Assets: $4M.
- #3,273
- in Construction (9,030 peers)
- +33.6%
- assets growth YoY
Habitat for Humanity Portland Metro East 403(b) Plan's mid-pack asset rank among Construction and all filers
Habitat for Humanity Portland Metro East 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,548,916 38th percentile higher than 38% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Habitat for Humanity Portland Metro East 403(b) 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. Habitat for Humanity Portland Metro East 403(b) Plan sits mid-pack in the medium band (110 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Habitat for Humanity Portland Metro East 403(b) Plan reported net income rose from -$261K in the plan year 2022 filing to $892K in the plan year 2023 filing.
- Habitat for Humanity Portland Metro East 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Habitat for Humanity Portland Metro East 403(b) Plan reported participants fell from 155 in the plan year 2022 filing to 110 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 930801200 · Habitat for Humanity Portland Metro East PY 2023 · 401(k)
Habitat for Humanity Portland Metro East 403(b) Plan · $4M · 110 · 38th
- IND $4M
- EOY 110
- 5500 38th
- ASSETS 401(k)
- PCT near Dixie Furniture Company Profit Sharing Plan
- EIN ind #3273
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 Construction retirement plans → · Plans in Oregon →
Habitat for Humanity Portland Metro East 403(b) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $892K |
| Employer EIN | 930801200 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Habitat for Humanity Portland Metro East)
Sponsor-wide plan assets over time
All Habitat for Humanity Portland Metro East plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 61.81116940609611% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 155 | $3M |
| 2023 | 1 | 110 | $4M |
| 2024 | 1 | 122 | $4M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Habitat for Humanity Portland Metro East 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Dixie Furniture Company Profit Sharing Plan in AR ($4M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (110 participants); asset peers above are excluded.
- Cms Corporation 401(k) Plan (OH) 110 · 0 off
- Presbyterian Christian School, Inc. 401(k) Plan (MS) 110 · 0 off
- Cascade Auto Center 401(k) Plan (WA) 110 · 0 off
- Emagin Corporation 401(k) Plan (NY) 110 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.