Profit Sharing · DOL Form 5500 · 2024

Sarah Moore Bostwick Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: N/A
Participants Small participant base: 26th
Percentile by assets National rank

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Official DOL plan name: Sarah Moore Bostwick Employee Profit Sharing Plan and Trust · Sponsored by Sarah Moore Bostwick · Oregon · Professional & Technical Services

$1M in assets, N/A participants

Sarah Moore Bostwick's Sarah Moore Bostwick Employee Profit Sharing Plan and Trust reported $1M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

#4,257 in Professional & Technical Services (20,173 peers)

Sarah Moore Bostwick multi-year trail

Sarah Moore Bostwick's plans moved +17.9% in assets from 2022 to 2024; this filing shows Sarah Moore Bostwick Employee Profit Sharing Plan and Trust at $1M / N/A participants.

#4,257
in Professional & Technical Services (20,173 peers): +8.5%
assets growth YoY

Sarah Moore Bostwick Employee Profit Sharing Plan and Trust among the smaller filed plans by assets

Sarah Moore Bostwick Employee Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,378,379 26th percentile higher than 26% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Sarah Moore Bostwick Employee Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Sarah Moore Bostwick Employee Profit Sharing Plan and Trust reported net income rose from $101K in the plan year 2023 filing to $108K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 931072662 · Sarah Moore Bostwick PY 2024 · Profit Sharing

Sarah Moore Bostwick Employee Profit Sharing Plan and Trust · $1M · N/A · 26th

VS-ST $1M
VS-ST N/A
VS-ST 26th
VS-ST Profit Sharing
VS-ST near Ultrasonido Diagnostico, LLP Profit Sharing Retirement Plan
VS-ST ind #4257

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 Professional & Technical Services retirement plans → · Plans in Oregon →

End-of-year total assets ($M) among Sarah Moore Bostwick Employee Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Sarah Moore Bostwick multi-year asset trail

Latest sponsor-wide plan assets: $1M 17.87102059524746% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$1M
2023	1	N/A	$1M
2024	1	N/A	$1M

Sarah Moore Bostwick filing trail (2024)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$108K
Employer EIN	931072662
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Oregon

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

Sarah Moore Bostwick Employee Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Oregon, assets vs. participants

Les Schwab Profit Sharing Retirement Plan $865M · 5,738
Legacy Health Defined Contribution Retirement Plan $817M · 12,025
Willamette University Defined Contribution Retirement Plan $212M · 730
The Hoffman Employee Retirement Income Plan $191M · 634
Tuality Healthcare Performance Retirement Plan - 403(b) $120M · 1,263

Compare Sarah Moore Bostwick Employee Profit Sharing Plan and Trust side-by-side with 3 peers →

Sarah Moore Bostwick Employee Profit Sharing Plan and Trust's closest out-of-state Profit Sharing peers by assets

Outside Oregon, the nearest Profit Sharing by end-of-year assets is Ultrasonido Diagnostico, LLP Profit Sharing Retirement Plan in PR at $1M (this filing: $1M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Ultrasonido Diagnostico, LLP Profit Sharing Retirement Plan (PR) $1M · 32
James Carter Thomas, M.D. Profit Sharing Plan (CA) $1M · 2
Dale R Schmid Dds PC Employees' Profit Sharing Trust (IL) $1M · 7
F.a.B.Ulous Specialties, Inc. Profit Sharing Plan (NJ) $1M · N/A

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sarah Moore Bostwick Employee Profit Sharing Plan and Trust assets move in 2024? ▼

Sarah Moore Bostwick Employee Profit Sharing Plan and Trust grew at a solid clip - up 8.5% during 2024, from $1M to $1M. Reported net income was $108K.

How have Sarah Moore Bostwick plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sarah Moore Bostwick's sponsor-wide assets grew 17.9%, from $1M to $1M.

Which Profit Sharing plans are similar in size to Sarah Moore Bostwick Employee Profit Sharing Plan and Trust? ▼

Among Profit Sharing plans in other states, the closest by assets is Ultrasonido Diagnostico, LLP Profit Sharing Retirement Plan in PR ($1M, 32 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 931072662.