401(k) · DOL Form 5500 · 2023
R.L.K. and Company 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 228
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $54,163
- Avg per participant Low balance/head
Official DOL plan name: Timberline Lodge Employee Savings and Protection Plan · Sponsored by R.L.K. and Company · Oregon · Food Services & Accommodation
$12M in assets, 228 participants
R.L.K. and Company's Timberline Lodge Employee Savings and Protection Plan reported $12M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #3,378 in Food Services & Accommodation (3,828 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Timberline Lodge Employee Savings and Protection Plan ranks #3,378 of 3,828 2023 filers by assets (158% of the sector average)-$12M for 228 participants.
- #3,378
- in Food Services & Accommodation (3,828 peers)
- +17.0%
- assets growth YoY
Timberline Lodge Employee Savings and Protection Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Timberline Lodge Employee Savings and Protection Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,349,132 Top 37% higher than 63% 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
Timberline Lodge Employee Savings and Protection 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. Timberline Lodge Employee Savings and Protection Plan sits mid-pack in the medium band (228 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Timberline Lodge Employee Savings and Protection Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Timberline Lodge Employee Savings and Protection Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Timberline Lodge Employee Savings and Protection Plan reported participants rose from 203 in the plan year 2022 filing to 228 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 930441340 · R.L.K. and Company PY 2023 · 401(k)
Timberline Lodge Employee Savings and Protection Plan · $12M · 228 · 63rd
- TYPE $12M
- NET 228
- BOOK 63rd
- VS-ST 401(k)
- BOY near Family Security Credit Union 401(k) Plan
- SCH ind #3378
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 Food Services & Accommodation retirement plans → · Plans in Oregon →
Timberline Lodge Employee Savings and Protection Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 930441340 |
| Plan Effective Date | 1985-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R.L.K. and Company)
Sponsor-wide plan assets over time
All R.L.K. and Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 30.732889262548856% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 203 | $11M |
| 2023 | 1 | 228 | $12M |
| 2024 | 1 | 281 | $14M |
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
Timberline Lodge Employee Savings and Protection Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Family Security Credit Union 401(k) Plan in AL ($12M); by covered participants it is Cam Properties 401(k) Plan in AZ (228 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Family Security Credit Union 401(k) Plan (AL) $12M · 150
- Boone Newsmedia Retirement Plan (AL) $12M · 388
- Robert Baker Companies 401(k) Plan (CT) $12M · 173
- Venus Fashion, Inc. Retirement Benefits Plan (FL) $12M · 450
Similar participant headcount
Nearest other-state filings by covered participants (228 participants); asset peers above are excluded.
- Cam Properties 401(k) Plan (AZ) 228 · 0 off
- Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust (NY) 228 · 0 off
- Spectrum Industries, Inc. 401(k) Savings Plan (MI) 228 · 0 off
- Avenir Global US Retirement Plan (MN) 228 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.