401(k) · DOL Form 5500 · 2023

Board of Trustees, Toc-Woodworkers, Iam Defined 401(k) Plan

Data updated 2026-08-11

$140M
Total assets
336
Participants
93rd
Percentile by assets
$416,704
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Toc-Woodworkers, Iam Defined Contribution Plan and Trust · Sponsored by Board of Trustees, Toc-Woodworkers, Iam Defined · Oregon · Agriculture, Forestry & Fishing

$140M in assets, 336 participants

Board of Trustees, Toc-Woodworkers, Iam Defined's Toc-Woodworkers, Iam Defined Contribution Plan and Trust reported $140M in total assets and 336 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #1,257 in Agriculture, Forestry & Fishing (1,288 peers)

Where Toc-Woodworkers, Iam Defined Contribution Plan and Trust sits by assets

Toc-Woodworkers, Iam Defined Contribution Plan and Trust sits in the top 10% of all filed plans by assets, $140M for 336 participants (~$416,704/participant), up 12.5% in 2023.

$140M
total plan assets (2023 EOY)
336
covered participants
93rd
percentile by assets (of 127,072 plans)
$416,704
avg assets per participant

Where Toc-Woodworkers, Iam Defined Contribution Plan and Trust sits by total assets

Toc-Woodworkers, Iam Defined Contribution Plan and Trust vs every filed plan by assets

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

$140,012,473 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Toc-Woodworkers, Iam Defined Contribution Plan and Trust reported net income rose from -$8M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Toc-Woodworkers, Iam Defined Contribution Plan and Trust end-of-year assets rose from $124M in the plan year 2022 filing to $140M in the plan year 2023 filing.
  • Toc-Woodworkers, Iam Defined Contribution Plan and Trust reported participants fell from 376 in the plan year 2022 filing to 336 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Toc-Woodworkers, Iam Defined Contribution Plan and Trust vs the 2023 asset distribution

By assets, Toc-Woodworkers, Iam Defined Contribution Plan and Trust outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$140M
Net Income$16M
Employer EIN930951083
Plan Effective Date1986-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Toc-Woodworkers, Iam Defined)

$120M$125M$130M$135M$140M$145M 202220232024 $124M $141M ▲ +13.4%
Total plan assets by year, all Board of Trustees, Toc-Woodworkers, Iam Defined plans on file
Year Plans Participants Total Assets
2022 1 376 $124M
2023 1 336 $140M
2024 1 329 $141M

Nearby 401(k) Plans in Oregon

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

Toc-Woodworkers, Iam Defined Contribution Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants

Toc-Woodworkers, Iam Defined Contribution Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Toc-Woodworkers, Iam…401(k) Savings and P…Daimler Truck North …Precision Castparts …Xpo Logistics Retire…Pacificorp K Plus Em…
Toc-Woodworkers, Iam Defined Contribution Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Toc-Woodworkers, Iam Defined Contribution Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Toc-Woodworkers, Iam Defined Contribution Plan and Trust assets move in 2023?
Toc-Woodworkers, Iam Defined Contribution Plan and Trust grew at a solid clip - up 12.5% during 2023, from $124M to $140M. Reported net income was $16M.
How have Board of Trustees, Toc-Woodworkers, Iam Defined plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees, Toc-Woodworkers, Iam Defined's sponsor-wide assets grew 13.4%, from $124M to $141M.
Where does Toc-Woodworkers, Iam Defined Contribution Plan and Trust rank by assets among Form 5500 filers?
Toc-Woodworkers, Iam Defined Contribution Plan and Trust ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Toc-Woodworkers, Iam Defined Contribution Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Pgt Savings Plan in FL ($140M, 5,178 participants).

Next read for Toc-Woodworkers, Iam Defined Contributio…

Scale reading

Ways to act on Toc-Woodworkers, Iam Defined Contribution Plan and Trust's numbers.