Profit Sharing · DOL Form 5500 · 2023

Serenity Lane Health Services Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
179
Participants Small participant base
35th
Percentile by assets National rank
$16,104
Avg per participant Low balance/head
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Official DOL plan name: Serenity Lane Health Services and Affiliated Companies Pension Plan · Sponsored by Serenity Lane Health Services · Oregon · Healthcare & Social Assistance

$3M in assets, 179 participants

Serenity Lane Health Services's Serenity Lane Health Services and Affiliated Companies Pension Plan reported $3M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,346 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Serenity Lane Health Services and Affiliated Companies Pension Plan covers 179 participants in Oregon, about 40% of the average Oregon filer (state average ~443 per filing). Assets: $3M.

#6,346
in Healthcare & Social Assistance (17,684 peers)
+9.5%
assets growth YoY

Serenity Lane Health Services and Affiliated Companies Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Serenity Lane Health Services and Affiliated Companies Pension Plan vs every filed plan by assets

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

$2,882,610 35th percentile higher than 35% 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

Serenity Lane Health Services and Affiliated Companies Pension 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. Serenity Lane Health Services and Affiliated Companies Pension Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Serenity Lane Health Services and Affiliated Companies Pension Plan reported net income rose from -$503K in the plan year 2022 filing to $249K in the plan year 2023 filing.
  • Serenity Lane Health Services and Affiliated Companies Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Serenity Lane Health Services and Affiliated Companies Pension Plan reported participants fell from 191 in the plan year 2022 filing to 179 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 943113708 · Serenity Lane Health Services PY 2023 · Profit Sharing

Serenity Lane Health Services and Affiliated Companies Pension Plan · $3M · 179 · 35th

  • 5500 $3M
  • ASSETS 179
  • PCT 35th
  • EIN Profit Sharing
  • RANK near John H. Akerblom & Sons Inc. Profit Sharing Plan
  • PHOTO ind #6346

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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Serenity Lane Health Services and Affiliated Companies Pension Plan in the asset neighbourhood

Mooresville Mobile Tire Inc. Retirement PlanMooresville Mobile Tire Inc.…$3MSerenity Lane Health Services and Affiliated Companies Pension PlanSerenity Lane Health Service…$3MJohn H. Akerblom & Sons Inc. Profit Sharing PlanJohn H. Akerblom & Sons Inc.…$3MBarry D. Israel Family Dentistry Trust Profit Sharing PlanBarry D. Israel Family Denti…$3MMacomb Surgical Associates, P.C. Profit Sharing PlanMacomb Surgical Associates, …$3M
End-of-year total assets ($M) among Serenity Lane Health Services and Affiliated Companies Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$249K
Employer EIN943113708
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Serenity Lane Health Services)

Sponsor-wide plan assets over time

All Serenity Lane Health Services plans reported in each filing year

Latest sponsor-wide plan assets
$3M 14.167966909222502% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.63M $3.01M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 191 $3M
2023 1 179 $3M
2024 1 190 $3M

Nearby Profit Sharing Plans in Oregon

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Serenity Lane Health Services and Affiliated Companies Pension Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Serenity Lane Health Services and Affiliated Companies Pension Plan, Total assets ($M): 2.88261 · Participants: 179Serenity Lane Health Services and Affiliated Companies Pension PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 805.482585 · Participants: 5463Les Schwab Profit Sharing Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 770.320628 · Participants: 5474Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 696.604461 · Participants: 11313Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 194.758742 · Participants: 766Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 172.19814 · Participants: 485The Hoffman Employee Retirement Income Plan
Serenity Lane Health Services and Affiliated Companies Pension Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Serenity Lane Health Services and Affiliated Companies Pension Plan side-by-side with 3 peers →

Serenity Lane Health Services and Affiliated Companies Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is John H. Akerblom & Sons Inc. Profit Sharing Plan in CA ($3M); by covered participants it is Ridgeview Psychiatric Hospital and Center, Inc. Retirement Plan in TN (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 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 Serenity Lane Health Services and Affiliated Companies Pension Plan assets move in 2023? ▼
Serenity Lane Health Services and Affiliated Companies Pension Plan grew at a solid clip - up 9.5% during 2023, from $3M to $3M. Reported net income was $249K.
How have Serenity Lane Health Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Serenity Lane Health Services's sponsor-wide assets grew 14.2%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Serenity Lane Health Services and Affiliated Companies Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is John H. Akerblom & Sons Inc. Profit Sharing Plan in CA ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Serenity Lane Health Services and Affiliated Companies Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ridgeview Psychiatric Hospital and Center, Inc. Retirement Plan in TN (179 participants, $4M 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 943113708.

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.