Profit Sharing · DOL Form 5500 · 2024
Luckenbill-Drayton & Associates, LLC Profit Sharing Plan
Data updated 2026-08-25
- $689K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $344,485
- Avg per participant High balance/head
Official DOL plan name: Luckenbill-Drayton & Associates, LLC Profit Sharing Plan · Sponsored by Luckenbill-Drayton & Associates, LLC · Oregon · Professional & Technical Services
$689K in assets, 2 participants
Luckenbill-Drayton & Associates, LLC's Luckenbill-Drayton & Associates, LLC Profit Sharing Plan reported $689K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #3,119 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Luckenbill-Drayton & Associates, LLC Profit Sharing Plan holds $689K for 2 participants - about $344,485 per participant, among the smaller plans by assets on file.
- #3,119
- in Professional & Technical Services (20,173 peers)
- -4.7%
- assets change YoY
The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Luckenbill-Drayton & Associates, LLC Profit Sharing Plan among the smaller filed plans by assets
Luckenbill-Drayton & Associates, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$688,969 20th percentile higher than 20% 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
Luckenbill-Drayton & Associates, LLC Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Luckenbill-Drayton & Associates, LLC Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Luckenbill-Drayton & Associates, LLC Profit Sharing Plan reported net income fell from $11K in the plan year 2023 filing to -$34K in the plan year 2024 filing.
- Luckenbill-Drayton & Associates, LLC Profit Sharing Plan end-of-year assets fell from $723K in the plan year 2023 filing to $689K in the plan year 2024 filing.
DOL schedule card
Filing strip 860980410 · Luckenbill-Drayton & Associates, LLC PY 2024 · Profit Sharing
Luckenbill-Drayton & Associates, LLC Profit Sharing Plan · $689K · 2 · 20th
- PCT $689K
- PCT 2
- PCT 20th
- PCT Profit Sharing
- PCT near Maverick Holdings Arizona Inc. Retirement Plan
- PCT ind #3119
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 Professional & Technical Services retirement plans → · Plans in Oregon →
Luckenbill-Drayton & Associates, LLC Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $723K |
|---|---|
| Net Assets (End of Year) | $689K |
| Net Income | -$34K |
| Employer EIN | 860980410 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Luckenbill-Drayton & Associates, LLC)
Sponsor-wide plan assets over time
All Luckenbill-Drayton & Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $689K 3.2887515124972273% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $712K |
| 2023 | 1 | 2 | $723K |
| 2024 | 1 | 2 | $689K |
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
Luckenbill-Drayton & Associates, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Maverick Holdings Arizona Inc. Retirement Plan in AZ ($689K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($689K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.