Profit Sharing · DOL Form 5500 · 2023

United Finance Co. Profit Sharing Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
66
Participants Small participant base
68th
Percentile by assets National rank
$235,931
Avg per participant Above avg balance/head
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Official DOL plan name: United Finance Co. Profit Sharing and Retirement Plan · Sponsored by United Finance Co. · Oregon · Finance & Insurance

$16M in assets, 66 participants

United Finance Co.'s United Finance Co. Profit Sharing and Retirement Plan reported $16M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,719 in Finance & Insurance (8,869 peers)

United Finance Co. multi-year trail

United Finance Co.'s plans moved -15.7% in assets from 2022 to 2024; this filing shows United Finance Co. Profit Sharing and Retirement Plan at $16M / 66 participants.

#4,719
in Finance & Insurance (8,869 peers)
-14.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Finance Co. Profit Sharing and Retirement Plan's outsized position by total assets

United Finance Co. Profit Sharing and Retirement Plan vs every filed plan by assets

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

$15,571,448 Top 32% higher than 68% 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

United Finance Co. Profit Sharing and Retirement 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. United Finance Co. Profit Sharing and Retirement Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Finance Co. Profit Sharing and Retirement Plan reported net income fell from $1M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • United Finance Co. Profit Sharing and Retirement Plan end-of-year assets fell from $18M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • United Finance Co. Profit Sharing and Retirement Plan reported participants rose from 62 in the plan year 2022 filing to 66 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 930422717 · United Finance Co. PY 2023 · Profit Sharing

United Finance Co. Profit Sharing and Retirement Plan · $16M · 66 · 68th

  • PART $16M
  • TYPE 66
  • NET 68th
  • BOOK Profit Sharing
  • VS-ST near Connors Group Safe Harbor 401(k) Profit Sharing Plan
  • BOY ind #4719

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 Finance & Insurance retirement plans → · Plans in Oregon →

United Finance Co. Profit Sharing and Retirement Plan in the asset neighbourhood

Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing PlanPerenich, Caulfield, Avril &…$16MLocal 840 IBEW Annuity Fund$16MUnited Finance Co. Profit Sharing and Retirement PlanUnited Finance Co. Profit Sh…$16MConnors Group Safe Harbor 401(k) Profit Sharing PlanConnors Group Safe Harbor 40…$16MFamily Tree Productions Inc Profit Sharing PlanFamily Tree Productions Inc …$16M
End-of-year total assets ($M) among United Finance Co. Profit Sharing and Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

United Finance Co. multi-year asset trail

Sponsor-wide plan assets over time

All United Finance Co. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 15.66612416946756% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $18.2M $15.3M ▼ -15.6%
Year Plans Participants Total Assets
2022 1 62 $18M
2023 1 66 $16M
2024 1 78 $15M

United Finance Co. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN930422717
Plan Effective Date1965-09-29
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oregon

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

United Finance Co. Profit Sharing and Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants United Finance Co. Profit Sharing and Retirement Plan, Total assets ($M): 15.571448 · Participants: 66United Finance Co. Profit Sharing and Retirement 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
United Finance Co. Profit Sharing and Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare United Finance Co. Profit Sharing and Retirement Plan side-by-side with 3 peers →

United Finance Co. Profit Sharing and Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Connors Group Safe Harbor 401(k) Profit Sharing Plan in PA ($16M); by covered participants it is Sutter Instrument Company Retirement Plan in CA (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 United Finance Co. Profit Sharing and Retirement Plan assets move in 2023? ▼
United Finance Co. Profit Sharing and Retirement Plan pulled back noticeably - down 14.2% during 2023, from $18M to $16M. Reported net income was -$3M.
How have United Finance Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Finance Co.'s sponsor-wide assets declined 15.7%, from $18M to $15M.
Which Profit Sharing plans are similar in size to United Finance Co. Profit Sharing and Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Connors Group Safe Harbor 401(k) Profit Sharing Plan in PA ($16M, 121 participants).
Which Profit Sharing plans cover a similar participant headcount to United Finance Co. Profit Sharing and Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sutter Instrument Company Retirement Plan in CA (66 participants, $23M 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 930422717.

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.