401(k) · DOL Form 5500 · 2023
Aks Engineering & Forestry, LLC 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 306
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $78,559
- Avg per participant Below avg balance/head
Official DOL plan name: Aks Engineering and Forestry Retirement and Savings Plan · Sponsored by Aks Engineering & Forestry, LLC · Oregon · Professional & Technical Services
$24M in assets, 306 participants
Aks Engineering & Forestry, LLC's Aks Engineering and Forestry Retirement and Savings Plan reported $24M in total assets and 306 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #15,470 in Professional & Technical Services (20,321 peers)
Where Aks Engineering and Forestry Retirement and Savings Plan sits by assets
Aks Engineering and Forestry Retirement and Savings Plan sits in the top quartile of all filed plans by assets, $24M for 306 participants (~$78,559/participant), up 38.7% in 2023.
- #15,470
- in Professional & Technical Services (20,321 peers)
- +38.7%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Aks Engineering and Forestry Retirement and Savings Plan's outsized position by total assets
Aks Engineering and Forestry Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,038,926 Top 24% higher than 76% 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
Aks Engineering and Forestry Retirement and Savings 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. Aks Engineering and Forestry Retirement and Savings Plan sits mid-pack in the medium band (306 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Aks Engineering and Forestry Retirement and Savings Plan reported net income rose from -$370K in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Aks Engineering and Forestry Retirement and Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Aks Engineering and Forestry Retirement and Savings Plan reported participants rose from 280 in the plan year 2022 filing to 306 in the plan year 2023 filing.
DOL schedule card
Filing strip 931222759 · Aks Engineering & Forestry, LLC PY 2023 · 401(k)
Aks Engineering and Forestry Retirement and Savings Plan · $24M · 306 · 76th
- RANK $24M
- PHOTO 306
- IND 76th
- EOY 401(k)
- 5500 near El Dorado Furniture 401(k) Plan
- ASSETS ind #15470
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 →
Aks Engineering and Forestry Retirement and Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $7M |
| Employer EIN | 931222759 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aks Engineering & Forestry, LLC)
Sponsor-wide plan assets over time
All Aks Engineering & Forestry, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 75.09153889125716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 280 | $17M |
| 2023 | 1 | 306 | $24M |
| 2024 | 1 | 331 | $30M |
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
Aks Engineering and Forestry Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is El Dorado Furniture 401(k) Plan in FL ($24M); by covered participants it is Life Unlimited, Inc. 401(k) Plan in MO (306 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (306 participants); asset peers above are excluded.
- Life Unlimited, Inc. 401(k) Plan (MO) 306 · 0 off
- Xcelerate Solutions 401(k) Plan (VA) 306 · 0 off
- Modern Litho, Inc. Retirement Plan (MO) 306 · 0 off
- South Atlantic Services, Inc. 401(k) Plan (NC) 306 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.