Profit Sharing · DOL Form 5500 · 2024
Becker Capital Management, Inc. Profit Sharing Plan
Data updated 2026-07-24
- $36M
- Total assets
- 31
- Participants
- 80th
- Percentile by assets
- $1.2M
- Avg per participant
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.
- 80th percentile by assets (of 116,472 plans)
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.
- $36M
- total plan assets (2024 EOY)
- 31
- covered participants
- 80th
- percentile by assets (of 116,472 plans)
- $1.2M
- avg assets per participant
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.
Becker Capital Management, Inc. Profit Sharing Trust vs the 2024 asset distribution
By assets, Becker Capital Management, Inc. Profit Sharing Trust outranks 80% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $6M |
| Employer EIN | 930663104 |
| Plan Effective Date | 1980-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Becker Capital Management, Inc.)
| 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
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Becker Capital Management, Inc. Profit Sharing Trust by total assets, not by location.
- Dyke Industries, Inc. Profit Sharing Plan & Trust (AR) $36M · 608
- Teamsters Local Union 331 Severance Trust Fund (NJ) $36M · 458
- Heat and Frost Insulators Defined Contribution (MI) $36M · 1,167
- Q-Lab Corporation Retirement Plan (OH) $36M · 223
Frequently Asked Questions
How did Becker Capital Management, Inc. Profit Sharing Trust assets move in 2024? ▼
How have Becker Capital Management, Inc. plan assets changed over time? ▼
Where does Becker Capital Management, Inc. Profit Sharing Trust rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Becker Capital Management, Inc. Profit Sharing Trust? ▼
Next read for Becker Capital Management, Inc. Profit S…
Scale reading
Ways to act on Becker Capital Management, Inc. Profit Sharing Trust's numbers.
- By total assets, Becker Capital Management, Inc. Profit Sharing Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Oregon. Compare plans
- Becker Capital Management, Inc.'s sponsor-wide assets have grown 28.5% since 2022 across 3 plan years on file. More Finance & Insurance plans
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.