401(k) · DOL Form 5500 · 2024

Generations LLC 401(k) Plan

Data updated 2026-08-11

$9M
Total assets
1,264
Participants
54th
Percentile by assets
$7,271
Avg per participant
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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.

  • 54th percentile by assets (of 123,622 plans)
  • #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.

$9M
total plan assets (2024 EOY)
1,264
covered participants
54th
percentile by assets (of 123,622 plans)
$7,271
avg assets per participant

Where Generations LLC 401(k) Profit Sharing Plan & Trust sits by total assets

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 $2,010,000,000 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

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 →

State
Oregon
Industry
Healthcare & Social Assistance

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Generations LLC 401(k) Profit Sharing Plan & Trust reports 1,264 participants - 2.9x that state average ($9M EOY assets).

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)

$6M$7M$8M$9M$10M 202220232024 $6.74M $9.19M ▲ +36.4%
Total plan assets by year, all Generations LLC plans on file
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 ($B) Participants Generations LLC 401(…, Total assets ($B): 0.009190497 · Participants: 1264Generations LLC 401(…401(k) Savings and P…, Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and P…Daimler Truck North …, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North …Precision Castparts …, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts …Xpo Logistics Retire…, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retire…Pacificorp K Plus Em…, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Em…
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 Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Generations LLC 401(k) Profit Sharing Plan & Trust by total assets, not by location.

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).

Next read for Generations LLC 401(k) Profit Sharing Pl…

Filing takeaways

Ways to act on Generations LLC 401(k) Profit Sharing Plan & Trust's numbers.

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.