Profit Sharing · DOL Form 5500 · 2024

Becker Capital Management, Inc. Profit Sharing Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
31
Participants Small participant base
80th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Becker Capital Management, Inc. Profit Sharing Trust · Sponsored by Becker Capital Management, Inc. · Oregon · Finance & Insurance

$36M in assets, 31 participants

Becker Capital Management, Inc.'s Becker Capital Management, Inc. Profit Sharing Trust reported $36M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,885 in Finance & Insurance (8,549 peers)

Where Becker Capital Management, Inc. Profit Sharing Trust sits by assets

Becker Capital Management, Inc. Profit Sharing Trust sits in the top quartile of all filed plans by assets, $36M for 31 participants (~$1.2M/participant), up 18.1% in 2024.

#5,885
in Finance & Insurance (8,549 peers)
+18.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Becker Capital Management, Inc. Profit Sharing Trust's outsized position by total assets

Becker Capital Management, Inc. Profit Sharing Trust vs every filed plan by assets

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

$36,074,509 Top 20% higher than 80% 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

Becker Capital Management, Inc. Profit Sharing Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Becker Capital Management, Inc. Profit Sharing Trust is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Becker Capital Management, Inc. Profit Sharing Trust reported net income rose from $2M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Becker Capital Management, Inc. Profit Sharing Trust end-of-year assets rose from $31M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 930663104 · Becker Capital Management, Inc. PY 2024 · Profit Sharing

Becker Capital Management, Inc. Profit Sharing Trust · $36M · 31 · 80th

  • RANK $36M
  • PHOTO 31
  • IND 80th
  • EOY Profit Sharing
  • 5500 near Dyke Industries, Inc. Profit Sharing Plan & Trust
  • ASSETS ind #5885

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 →

Becker Capital Management, Inc. Profit Sharing Trust in the asset neighbourhood

Q-Lab Corporation Retirement PlanQ-Lab Corporation Retirement…$36MHeat and Frost Insulators Defined ContributionHeat and Frost Insulators De…$36MBecker Capital Management, Inc. Profit Sharing TrustBecker Capital Management, I…$36MDyke Industries, Inc. Profit Sharing Plan & TrustDyke Industries, Inc. Profit…$36MTeamsters Local Union 331 Severance Trust FundTeamsters Local Union 331 Se…$36M
End-of-year total assets ($M) among Becker Capital Management, Inc. Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN930663104
Plan Effective Date1980-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Becker Capital Management, Inc.)

Sponsor-wide plan assets over time

All Becker Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 28.51366851864241% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.1M $36.1M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 30 $28M
2023 1 31 $31M
2024 1 31 $36M

Nearby Profit Sharing Plans in Oregon

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

Becker Capital Management, Inc. Profit Sharing Trust vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Becker Capital Management, Inc. Profit Sharing Trust, Total assets ($M): 36.074509 · Participants: 31Becker Capital Management, Inc. Profit Sharing TrustLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 865.392707 · Participants: 5738Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 817.192113 · Participants: 12025Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 211.941238 · Participants: 730Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 190.881902 · Participants: 634The Hoffman Employee Retirement Income PlanTuality Healthcare Performance Retirement Plan - 403(b), Total assets ($M): 120.429421 · Participants: 1263Tuality Healthcare Performance Retirement Plan - 403(b)
Becker Capital Management, Inc. Profit Sharing Trust vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Becker Capital Management, Inc. Profit Sharing Trust side-by-side with 3 peers →

Becker Capital Management, Inc. Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Dyke Industries, Inc. Profit Sharing Plan & Trust in AR ($36M); by covered participants it is Amsysco, Inc. Profit Sharing Trust in IL (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Becker Capital Management, Inc. Profit Sharing Trust assets move in 2024? ▼
Becker Capital Management, Inc. Profit Sharing Trust grew sharply - up 18.1% during 2024, from $31M to $36M. Reported net income was $6M.
How have Becker Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Becker Capital Management, Inc.'s sponsor-wide assets grew 28.5%, from $28M to $36M.
Where does Becker Capital Management, Inc. Profit Sharing Trust rank by assets among Form 5500 filers? ▼
Becker Capital Management, Inc. Profit Sharing Trust ranks in the 80th 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 Profit Sharing plans are similar in size to Becker Capital Management, Inc. Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Dyke Industries, Inc. Profit Sharing Plan & Trust in AR ($36M, 608 participants).
Which Profit Sharing plans cover a similar participant headcount to Becker Capital Management, Inc. Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Amsysco, Inc. Profit Sharing Trust in IL (31 participants, $7M 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 930663104.

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.