Profit Sharing · DOL Form 5500 · 2024
Pacific Realty Associates, L.P. Profit Sharing Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 114
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $442,484
- Avg per participant High balance/head
Official DOL plan name: Pacific Realty Associates, L.P. Retirement Plan & Trust · Sponsored by Pacific Realty Associates, L.P. · Oregon · Real Estate
$50M in assets, 114 participants
Pacific Realty Associates, L.P.'s Pacific Realty Associates, L.P. Retirement Plan & Trust reported $50M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #4,301 in Real Estate (4,605 peers)
Coverage in Oregon
Pacific Realty Associates, L.P. Retirement Plan & Trust covers 114 participants in Oregon, about 26% of the average Oregon filer (state average ~443 per filing). Assets: $50M.
- #4,301
- in Real Estate (4,605 peers)
- +2.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Pacific Realty Associates, L.P. Retirement Plan & Trust's outsized position by total assets
Pacific Realty Associates, L.P. Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$50,443,194 Top 16% higher than 84% 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
Pacific Realty Associates, L.P. Retirement Plan & Trust 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. Pacific Realty Associates, L.P. Retirement Plan & Trust sits mid-pack in the medium band (114 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pacific Realty Associates, L.P. Retirement Plan & Trust reported net income fell from $7M in the plan year 2023 filing to $965K in the plan year 2024 filing.
- Pacific Realty Associates, L.P. Retirement Plan & Trust end-of-year assets rose from $49M in the plan year 2023 filing to $50M in the plan year 2024 filing.
- Pacific Realty Associates, L.P. Retirement Plan & Trust reported participants fell from 116 in the plan year 2023 filing to 114 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 133173299 · Pacific Realty Associates, L.P. PY 2024 · Profit Sharing
Pacific Realty Associates, L.P. Retirement Plan & Trust · $50M · 114 · 84th
- EIN $50M
- RANK 114
- PHOTO 84th
- IND Profit Sharing
- EOY near Gerber/Taylor Capital Advisors Profit Sharing Plan
- 5500 ind #4301
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 Real Estate retirement plans → · Plans in Oregon →
Pacific Realty Associates, L.P. Retirement Plan & Trust in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $965K |
| Employer EIN | 133173299 |
| Plan Effective Date | 1979-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pacific Realty Associates, L.P.)
Sponsor-wide plan assets over time
All Pacific Realty Associates, L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 17.61907250176085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $43M |
| 2023 | 1 | 116 | $49M |
| 2024 | 1 | 114 | $50M |
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 $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
Pacific Realty Associates, L.P. Retirement Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Gerber/Taylor Capital Advisors Profit Sharing Plan in TN ($50M); by covered participants it is Community Workshop Training Center 403(b) Plan in IL (114 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
Similar participant headcount
Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.
- Community Workshop Training Center 403(b) Plan (IL) 114 · 0 off
- The Rf & F Employee Profit Sharing Plan (MD) 114 · 0 off
- San Francisco Opera Defined Contribution Plan (CA) 114 · 0 off
- Z & M Sheet Metal, Inc. Profit Sharing Plan (VA) 114 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.