Profit Sharing · DOL Form 5500 · 2023
People Sustaining Kings Valley Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $14,297
- Avg per participant Low balance/head
Official DOL plan name: People Sustaining Kings Valley 403(b) Plan · Sponsored by People Sustaining Kings Valley · Oregon · Educational Services
$1M in assets, 103 participants
People Sustaining Kings Valley's People Sustaining Kings Valley 403(b) Plan reported $1M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.
- #650 in Educational Services (3,735 peers)
Coverage in Oregon
People Sustaining Kings Valley 403(b) Plan covers 103 participants in Oregon, about 23% of the average Oregon filer (state average ~443 per filing). Assets: $1M.
- #650
- in Educational Services (3,735 peers)
- +18.6%
- assets growth YoY
People Sustaining Kings Valley 403(b) Plan among the smaller filed plans by assets
People Sustaining Kings Valley 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,472,631 27th percentile higher than 27% 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
People Sustaining Kings Valley 403(b) 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. People Sustaining Kings Valley 403(b) Plan sits mid-pack in the medium band (103 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- People Sustaining Kings Valley 403(b) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- People Sustaining Kings Valley 403(b) Plan reported participants rose from 93 in the plan year 2022 filing to 103 in the plan year 2023 filing.
- People Sustaining Kings Valley 403(b) Plan reported net income fell from $246K in the plan year 2022 filing to $231K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 452303537 · People Sustaining Kings Valley PY 2023 · Profit Sharing
People Sustaining Kings Valley 403(b) Plan · $1M · 103 · 27th
- EIN $1M
- EIN 103
- EIN 27th
- EIN Profit Sharing
- EIN near Southern Star Distributors, Inc., Ltd. Profit Sharing Plan
- EIN ind #650
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 Educational Services retirement plans → · Plans in Oregon →
People Sustaining Kings Valley 403(b) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $231K |
| Employer EIN | 452303537 |
| Plan Effective Date | 2011-07-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (People Sustaining Kings Valley)
Sponsor-wide plan assets over time
All People Sustaining Kings Valley plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 18.563023220988256% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 93 | $1M |
| 2023 | 1 | 103 | $1M |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Les Schwab Profit Sharing Retirement Plan $805M · 5,463
- Les Schwab Profit Sharing Retirement Plan $770M · 5,474
- Legacy Health Defined Contribution Retirement Plan $697M · 11,313
- Willamette University Defined Contribution Retirement Plan $195M · 766
- The Hoffman Employee Retirement Income Plan $172M · 485
People Sustaining Kings Valley 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Southern Star Distributors, Inc., Ltd. Profit Sharing Plan in TX ($1M); by covered participants it is Visiting Nurse Association of Albany 403(b) Plan in NY (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (103 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.