401(k) · DOL Form 5500 · 2023

Doug Bean & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
37th
Percentile by assets National rank
$264,642
Avg per participant High balance/head
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Official DOL plan name: Doug Bean & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Doug Bean & Associates, Inc. · Oregon · Real Estate

$3M in assets, 12 participants

Doug Bean & Associates, Inc.'s Doug Bean & Associates, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,666 in Real Estate (4,727 peers)

What the 2023 filing shows

Doug Bean & Associates, Inc. 401(k) Profit Sharing Plan holds $3M for 12 participants - about $264,642 per participant, in the lower half of filed plans by assets.

#2,666
in Real Estate (4,727 peers)
-5.9%
assets change YoY

The plan reported a net loss of $201K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Doug Bean & Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Doug Bean & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,175,704 37th percentile higher than 37% 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

Doug Bean & Associates, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Doug Bean & Associates, Inc. 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Doug Bean & Associates, Inc. 401(k) Profit Sharing Plan reported net income fell from -$14K in the plan year 2022 filing to -$201K in the plan year 2023 filing.
  • Doug Bean & Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 11 in the plan year 2022 filing to 12 in the plan year 2023 filing.
  • Doug Bean & Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930949422 · Doug Bean & Associates, Inc. PY 2023 · 401(k)

Doug Bean & Associates, Inc. 401(k) Profit Sharing Plan · $3M · 12 · 37th

  • 5500 $3M
  • 5500 12
  • 5500 37th
  • 5500 401(k)
  • 5500 near Goodell, Stratton, Edmonds & Palmer, L.L.P. Retirement Plan
  • 5500 ind #2666

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 Real Estate retirement plans → · Plans in Oregon →

Doug Bean & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Doug Bean & Associates, Inc. 401(k) Profit Sharing PlanDoug Bean & Associates, Inc.…$3MGoodell, Stratton, Edmonds & Palmer, L.L.P. Retirement PlanGoodell, Stratton, Edmonds &…$3MRhm LLC 401(k) Profit Sharing Plan & TrustRhm LLC 401(k) Profit Sharin…$3MIgenomix USA, LLC 401(k) Profit Sharing Plan and TrustIgenomix USA, LLC 401(k) Pro…$3MRescue Missions Ministries, Inc. 401(k) PlanRescue Missions Ministries, …$3M
End-of-year total assets ($M) among Doug Bean & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$201K
Employer EIN930949422
Plan Effective Date1987-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Doug Bean & Associates, Inc.)

Sponsor-wide plan assets over time

All Doug Bean & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 1.6845307025467728% vs 2022
2024 filing year
$3.1M$3.2M$3.3M$3.4M$3.5M 202220232024 $3.38M $3.43M ▲ +1.5%
Year Plans Participants Total Assets
2022 1 11 $3M
2023 1 12 $3M
2024 1 11 $3M

Nearby 401(k) Plans in Oregon

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

Doug Bean & Associates, Inc. 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 ($B) Participants Doug Bean & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003175704 · Participants: 12Doug Bean & Associates, Inc. 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
Doug Bean & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

Doug Bean & Associates, Inc. 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 Goodell, Stratton, Edmonds & Palmer, L.L.P. Retirement Plan in KS ($3M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Doug Bean & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023?
Doug Bean & Associates, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 5.9% during 2023, from $3M to $3M. Reported net income was -$201K.
How have Doug Bean & Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Doug Bean & Associates, Inc.'s sponsor-wide assets grew 1.7%, from $3M to $3M.
Which 401(k) plans are similar in size to Doug Bean & Associates, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Goodell, Stratton, Edmonds & Palmer, L.L.P. Retirement Plan in KS ($3M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Doug Bean & Associates, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M in assets).