401(k) · DOL Form 5500 · 2024
Williston Financial Group, LLC 401(k) Plan
Data updated 2026-08-06
- $98M
- Total assets
- 1,138
- Participants
- 90th
- Percentile by assets
- $86,223
- Avg per participant
Official DOL plan name: Williston Financial Group LLC 401(k) Plan · Sponsored by Williston Financial Group, LLC · Oregon · Finance & Insurance
$98M in assets, 1,138 participants
Williston Financial Group, LLC's Williston Financial Group LLC 401(k) Plan reported $98M in total assets and 1,138 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 116,472 plans)
- #7,010 in Finance & Insurance (8,240 peers)
Coverage in Oregon
Williston Financial Group LLC 401(k) Plan covers 1,138 participants in Oregon, 2.6x the typical Oregon plan (state average ~440 per filing). Assets: $98M.
- $98M
- total plan assets (2024 EOY)
- 1,138
- covered participants
- 90th
- percentile by assets (of 116,472 plans)
- $86,223
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Williston Financial Group LLC 401(k) Plan end-of-year assets rose from $79M in the plan year 2023 filing to $98M in the plan year 2024 filing.
- Williston Financial Group LLC 401(k) Plan reported net income rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Williston Financial Group LLC 401(k) Plan reported participants fell from 1,175 in the plan year 2023 filing to 1,138 in the plan year 2024 filing.
Participants vs Oregon filers
In Oregon, the average filing covers about 440 participants across 1,627 plans. Williston Financial Group LLC 401(k) Plan reports 1,138 participants - 2.6x that state average ($98M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | $19M |
| Employer EIN | 271434397 |
| Plan Effective Date | 2011-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Williston Financial Group, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,439 | $61M |
| 2023 | 1 | 1,175 | $79M |
| 2024 | 1 | 1,138 | $98M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Williston Financial Group LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
- Cambia Health Solutions, Inc. 401(k) Savings Plan $1.5B · 4,854
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Williston Financial Group LLC 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Williston Financial Group LLC 401(k) Plan assets move in 2024? ▼
How have Williston Financial Group, LLC plan assets changed over time? ▼
Where does Williston Financial Group LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Williston Financial Group LLC 401(k) Plan? ▼
Next read for Williston Financial Group LLC 401(k) Pla…
Filing takeaways
Ways to act on Williston Financial Group LLC 401(k) Plan's numbers.
- By total assets, Williston Financial Group LLC 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Oregon. Compare plans
- Williston Financial Group, LLC's sponsor-wide assets have grown 60.3% since 2022 across 3 plan years on file. More Finance & Insurance plans