401(k) · DOL Form 5500 · 2024

The Willamette Valley Company LLC 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
457
Participants Below avg headcount
87th
Percentile by assets National rank
$138,643
Avg per participant Near avg balance/head
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Official DOL plan name: The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan · Sponsored by The Willamette Valley Company LLC · Oregon · Wholesale Trade

$63M in assets, 457 participants

The Willamette Valley Company LLC's The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan reported $63M in total assets and 457 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #5,345 in Wholesale Trade (6,080 peers)

Where The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan sits by assets

The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $63M for 457 participants (~$138,643/participant), up 14.6% in 2024.

#5,345
in Wholesale Trade (6,080 peers)
+14.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan's outsized position by total assets

The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan vs every filed plan by assets

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

$63,359,658 Top 13% higher than 87% of 123,620 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 2024

The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan sits mid-pack in the medium band (457 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan end-of-year assets rose from $55M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan reported participants rose from 410 in the plan year 2023 filing to 457 in the plan year 2024 filing.
  • The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 930469759 · The Willamette Valley Company LLC PY 2024 · 401(k)

The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan · $63M · 457 · 87th

  • VS-ST $63M
  • BOY 457
  • SCH 87th
  • EBSA 401(k)
  • PART near Rogers Foam Corporation 401(k)/Profit Sharing Plan
  • TYPE ind #5345

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 Wholesale Trade retirement plans → · Plans in Oregon →

The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan in the asset neighbourhood

The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing PlanThe Willamette Valley Compan…$63MRogers Foam Corporation 401(k)/Profit Sharing PlanRogers Foam Corporation 401(…$63MBetter Being Co. Retirement PlanBetter Being Co. Retirement …$63MD.G. Yuengling & Son, Inc. 401(k) Savings and Profit-Sharing PlanD.G. Yuengling & Son, Inc. 4…$63MSeed Intellectual Property Law Group LLP 401(k) Profit Sharing PlanSeed Intellectual Property L…$63M
End-of-year total assets ($M) among The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$63M
Net Income$8M
Employer EIN930469759
Plan Effective Date1966-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Willamette Valley Company LLC)

Sponsor-wide plan assets over time

All The Willamette Valley Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$63M 36.87580456284957% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $46.3M $63.4M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 439 $46M
2023 1 410 $55M
2024 1 457 $63M

Nearby 401(k) Plans in Oregon

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

The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan, Total assets ($B): 0.063359658 · Participants: 457The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Willamette Valley Company and Subsidiary Companies 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 Rogers Foam Corporation 401(k)/Profit Sharing Plan in MA ($63M); by covered participants it is Dewey Services, Inc. Retirement Savings Plan in CA (457 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (457 participants); asset peers above are excluded.

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 The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan assets move in 2024? ▼
The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan grew at a solid clip - up 14.6% during 2024, from $55M to $63M. Reported net income was $8M.
How have The Willamette Valley Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Willamette Valley Company LLC's sponsor-wide assets grew 36.9%, from $46M to $63M.
Where does The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rogers Foam Corporation 401(k)/Profit Sharing Plan in MA ($63M, 350 participants).
Which 401(k) plans cover a similar participant headcount to The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dewey Services, Inc. Retirement Savings Plan in CA (457 participants, $22M in assets).

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 930469759.

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.