401(k) · DOL Form 5500 · 2023

Thesis, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
340
Participants Below avg headcount
60th
Percentile by assets National rank
$30,988
Avg per participant Low balance/head
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Official DOL plan name: Thesis, LLC 401(k) Profit Sharing Plan · Sponsored by Thesis, LLC · Oregon · Professional & Technical Services

$11M in assets, 340 participants

Thesis, LLC's Thesis, LLC 401(k) Profit Sharing Plan reported $11M in total assets and 340 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,886 in Professional & Technical Services (20,321 peers)

Thesis, LLC multi-year trail

Thesis, LLC's plans moved +82.0% in assets from 2022 to 2024; this filing shows Thesis, LLC 401(k) Profit Sharing Plan at $11M / 340 participants.

#11,886
in Professional & Technical Services (20,321 peers)
+50.5%
assets growth YoY

Thesis, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Thesis, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,536,079 Top 40% higher than 60% 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

Thesis, LLC 401(k) Profit Sharing 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. Thesis, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (340 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Thesis, LLC 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Thesis, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Thesis, LLC 401(k) Profit Sharing Plan reported participants rose from 267 in the plan year 2022 filing to 340 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 460507396 · Thesis, LLC PY 2023 · 401(k)

Thesis, LLC 401(k) Profit Sharing Plan · $11M · 340 · 60th

  • NET $11M
  • BOOK 340
  • VS-ST 60th
  • BOY 401(k)
  • SCH near Lakemary Center, Inc 401(k) Plan
  • EBSA ind #11886

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 →

Thesis, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Thesis, LLC 401(k) Profit Sharing PlanThesis, LLC 401(k) Profit Sh…$11MLakemary Center, Inc 401(k) PlanLakemary Center, Inc 401(k) …$11M403(b) Thrift Plan for Employees of E Center403(b) Thrift Plan for Emplo…$11MPanco Management of New Jersey, LLC 401(k) PlanPanco Management of New Jers…$11MPlano-Coudon, LLC 401(k) Plan$11M
End-of-year total assets ($M) among Thesis, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Thesis, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Thesis, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 81.97780763320748% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7M $12.7M ▲ +82.0%
Year Plans Participants Total Assets
2022 1 267 $7M
2023 1 340 $11M
2024 1 304 $13M

Thesis, LLC filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$11M
Net Income$4M
Employer EIN460507396
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Thesis, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Thesis, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.010536079 · Participants: 340Thesis, LLC 401(k) Profit Sharing 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
Thesis, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Thesis, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Thesis, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Lakemary Center, Inc 401(k) Plan in KS ($11M); by covered participants it is Red River Bank 401(k) Profit Sharing Plan in LA (340 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (340 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 Thesis, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Thesis, LLC 401(k) Profit Sharing Plan surged - up 50.5% during 2023, from $7M to $11M. Reported net income was $4M.
How have Thesis, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thesis, LLC's sponsor-wide assets grew 82.0%, from $7M to $13M.
Which 401(k) plans are similar in size to Thesis, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lakemary Center, Inc 401(k) Plan in KS ($11M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Thesis, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red River Bank 401(k) Profit Sharing Plan in LA (340 participants, $32M 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 460507396.

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.