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
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
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.
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
Filing particulars (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$201K |
| Employer EIN | 930949422 |
| Plan Effective Date | 1987-05-01 |
| Filing Status | FILING 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
| 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.
- 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
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
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.