Profit Sharing · DOL Form 5500 · 2024
Serenity Lane Health Services Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 190
- Participants Below avg headcount
- 34th
- Percentile by assets National rank
- $15,824
- Avg per participant Low balance/head
Official DOL plan name: Serenity Lane Health Services and Affiliated Companies Pension Plan · Sponsored by Serenity Lane Health Services · Oregon · Healthcare & Social Assistance
$3M in assets, 190 participants
Serenity Lane Health Services's Serenity Lane Health Services and Affiliated Companies Pension Plan reported $3M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #5,797 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oregon
Serenity Lane Health Services and Affiliated Companies Pension Plan covers 190 participants in Oregon, about 43% of the average Oregon filer (state average ~443 per filing). Assets: $3M.
- #5,797
- in Healthcare & Social Assistance (16,916 peers)
- +4.3%
- assets growth YoY
Serenity Lane Health Services and Affiliated Companies Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Serenity Lane Health Services and Affiliated Companies Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,006,594 34th percentile higher than 34% 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
Serenity Lane Health Services and Affiliated Companies Pension Plan 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. Serenity Lane Health Services and Affiliated Companies Pension Plan sits mid-pack in the medium band (190 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Serenity Lane Health Services and Affiliated Companies Pension Plan reported net income fell from $249K in the plan year 2023 filing to $124K in the plan year 2024 filing.
- Serenity Lane Health Services and Affiliated Companies Pension Plan reported participants rose from 179 in the plan year 2023 filing to 190 in the plan year 2024 filing.
- Serenity Lane Health Services and Affiliated Companies Pension Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 943113708 · Serenity Lane Health Services PY 2024 · Profit Sharing
Serenity Lane Health Services and Affiliated Companies Pension Plan · $3M · 190 · 34th
- 5500 $3M
- 5500 190
- 5500 34th
- 5500 Profit Sharing
- 5500 near Miles R Poor Dds PC Profit Sharing Plan
- 5500 ind #5797
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 →
Serenity Lane Health Services and Affiliated Companies Pension Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $124K |
| Employer EIN | 943113708 |
| Plan Effective Date | 1982-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Serenity Lane Health Services)
Sponsor-wide plan assets over time
All Serenity Lane Health Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 14.167966909222502% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 191 | $3M |
| 2023 | 1 | 179 | $3M |
| 2024 | 1 | 190 | $3M |
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
Serenity Lane Health Services and Affiliated Companies Pension Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Miles R Poor Dds PC Profit Sharing Plan in TX ($3M); by covered participants it is Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing in CA (190 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (190 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.