401(k) · DOL Form 5500 · 2024

Generations LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
1,264
Participants Near avg headcount
54th
Percentile by assets National rank
$7,271
Avg per participant Low balance/head
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Official DOL plan name: Generations LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Generations LLC · Oregon · Healthcare & Social Assistance

$9M in assets, 1,264 participants

Generations LLC's Generations LLC 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 1,264 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,022 in Healthcare & Social Assistance (16,916 peers)

Coverage in Oregon

Generations LLC 401(k) Profit Sharing Plan & Trust covers 1,264 participants in Oregon, 2.9x the typical Oregon plan (state average ~443 per filing). Assets: $9M.

#10,022
in Healthcare & Social Assistance (16,916 peers)
+9.2%
assets growth YoY

Generations LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Generations LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$9,190,497 Top 46% higher than 54% 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

Generations LLC 401(k) Profit Sharing Plan & Trust's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Generations LLC 401(k) Profit Sharing Plan & Trust lands in the large band (1,264 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Generations LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $2M in the plan year 2023 filing to $777K in the plan year 2024 filing.
  • Generations LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 1,144 in the plan year 2023 filing to 1,264 in the plan year 2024 filing.
  • Generations LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 931140342 · Generations LLC PY 2024 · 401(k)

Generations LLC 401(k) Profit Sharing Plan & Trust · $9M · 1,264 · 54th

  • IND $9M
  • IND 1,264
  • IND 54th
  • IND 401(k)
  • IND near Pinnergy, Ltd. 401(k) Plan
  • IND ind #10022

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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Generations LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Generations LLC 401(k) Profit Sharing Plan & TrustGenerations LLC 401(k) Profi…$9MPinnergy, Ltd. 401(k) Plan$9MChurchill Opco Holding LLC 401(k) PlanChurchill Opco Holding LLC 4…$9MJones, Jackson, Moll, Mcginnis, Stocks, PLC ProfitJones, Jackson, Moll, Mcginn…$9MCommunity Living, Inc. 401(k) Retirement PlanCommunity Living, Inc. 401(k…$9M
End-of-year total assets ($M) among Generations LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$777K
Employer EIN931140342
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Generations LLC)

Sponsor-wide plan assets over time

All Generations LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 36.32983152235102% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.74M $9.19M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 1,112 $7M
2023 1 1,144 $8M
2024 1 1,264 $9M

Nearby 401(k) Plans in Oregon

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

Generations LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Generations LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.009190497 · Participants: 1264Generations LLC 401(k) Profit Sharing Plan & Trust401(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
Generations LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Generations LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Generations LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Pinnergy, Ltd. 401(k) Plan in TX ($9M); by covered participants it is Feld Entertainment, Inc. 401(k) Plan in FL (1,264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,264 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 Generations LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Generations LLC 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 9.2% during 2024, from $8M to $9M. Reported net income was $777K.
How have Generations LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Generations LLC's sponsor-wide assets grew 36.3%, from $7M to $9M.
Which 401(k) plans are similar in size to Generations LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pinnergy, Ltd. 401(k) Plan in TX ($9M, 479 participants).
Which 401(k) plans cover a similar participant headcount to Generations LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Feld Entertainment, Inc. 401(k) Plan in FL (1,264 participants, $96M 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 931140342.

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.