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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2022→2023 release diff →

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

Timberline Lodge Employee Savings and Protection PlanTimberline Lodge Employee Sa…$12MFamily Security Credit Union 401(k) PlanFamily Security Credit Union…$12MBoone Newsmedia Retirement PlanBoone Newsmedia Retirement P…$12MRobert Baker Companies 401(k) PlanRobert Baker Companies 401(k…$12MVenus Fashion, Inc. Retirement Benefits PlanVenus Fashion, Inc. Retireme…$12M
End-of-year total assets ($M) among Timberline Lodge Employee Savings and Protection Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN930441340
Plan Effective Date1985-06-01
Filing StatusFILING 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
$10M$11M$12M$13M$14M$15M 202220232024 $10.6M $13.8M ▲ +30.8%
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.

Timberline Lodge Employee Savings and Protection Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Timberline Lodge Employee Savings and Protection Plan, Total assets ($B): 0.012349132 · Participants: 228Timberline Lodge Employee Savings and Protection Plan401(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
Timberline Lodge Employee Savings and Protection Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Timberline Lodge Employee Savings and Protection Plan assets move in 2023?
Timberline Lodge Employee Savings and Protection Plan grew sharply - up 17.0% during 2023, from $11M to $12M. Reported net income was $2M.
How have R.L.K. and Company plan assets changed over time?
Across 3 plan years on file (2022-2024), R.L.K. and Company's sponsor-wide assets grew 30.7%, from $11M to $14M.
Which 401(k) plans are similar in size to Timberline Lodge Employee Savings and Protection Plan?
Among 401(k) plans in other states, the closest by assets is Family Security Credit Union 401(k) Plan in AL ($12M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Timberline Lodge Employee Savings and Protection Plan?
Among 401(k) plans in other states, the closest by covered participants is Cam Properties 401(k) Plan in AZ (228 participants, $2M in assets).