401(k) · DOL Form 5500 · 2024

The Tree Fort, Inc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
34
Participants Small participant base
36th
Percentile by assets National rank
$104,654
Avg per participant Below avg balance/head
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Official DOL plan name: The Tree Fort, Inc 401(k) Plan · Sponsored by The Tree Fort, Inc · Oregon · Food Services & Accommodation

$4M in assets, 34 participants

The Tree Fort, Inc's The Tree Fort, Inc 401(k) Plan reported $4M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,637 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, The Tree Fort, Inc 401(k) Plan ranks #2,637 of 3,672 2024 filers by assets (550% of the sector average)-$4M for 34 participants.

#2,637
in Food Services & Accommodation (3,672 peers)
+18.7%
assets growth YoY

The Tree Fort, Inc 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

The Tree Fort, Inc 401(k) Plan vs every filed plan by assets

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

$3,558,234 36th percentile higher than 36% 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

The Tree Fort, Inc 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Tree Fort, Inc 401(k) Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Tree Fort, Inc 401(k) Plan reported net income rose from $24K in the plan year 2023 filing to $561K in the plan year 2024 filing.
  • The Tree Fort, Inc 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Tree Fort, Inc 401(k) Plan reported participants rose from 32 in the plan year 2023 filing to 34 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 824275898 · The Tree Fort, Inc PY 2024 · 401(k)

The Tree Fort, Inc 401(k) Plan · $4M · 34 · 36th

  • ASSETS $4M
  • ASSETS 34
  • ASSETS 36th
  • ASSETS 401(k)
  • ASSETS near Aftermath 401(k) Plan
  • ASSETS ind #2637

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 Food Services & Accommodation retirement plans → · Plans in Oregon →

The Tree Fort, Inc 401(k) Plan in the asset neighbourhood

The Tree Fort, Inc 401(k) PlanThe Tree Fort, Inc 401(k) Pl…$4MAftermath 401(k) Plan$4MThe Cypress of Raleigh Club 401(k) PlanThe Cypress of Raleigh Club …$4MGoodwill Industries of Northeast Indiana, Inc. 401(k) PlanGoodwill Industries of North…$4MInternational Shipping Agency Retirement PlanInternational Shipping Agenc…$4M
End-of-year total assets ($M) among The Tree Fort, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$561K
Employer EIN824275898
Plan Effective Date2018-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Tree Fort, Inc)

Sponsor-wide plan assets over time

All The Tree Fort, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 19.69583514143565% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $2.97M $3.56M ▲ +19.9%
Year Plans Participants Total Assets
2022 1 25 $3M
2023 1 32 $3M
2024 1 34 $4M

Nearby 401(k) Plans in Oregon

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

The Tree Fort, Inc 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants The Tree Fort, Inc 401(k) Plan, Total assets ($B): 0.003558234 · Participants: 34The Tree Fort, Inc 401(k) Plan401(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
The Tree Fort, Inc 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare The Tree Fort, Inc 401(k) Plan side-by-side with 3 peers →

The Tree Fort, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Aftermath 401(k) Plan in IL ($4M); by covered participants it is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 The Tree Fort, Inc 401(k) Plan assets move in 2024? ▼
The Tree Fort, Inc 401(k) Plan grew sharply - up 18.7% during 2024, from $3M to $4M. Reported net income was $561K.
How have The Tree Fort, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Tree Fort, Inc's sponsor-wide assets grew 19.7%, from $3M to $4M.
Which 401(k) plans are similar in size to The Tree Fort, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aftermath 401(k) Plan in IL ($4M, 173 participants).
Which 401(k) plans cover a similar participant headcount to The Tree Fort, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants, $1M 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 824275898.

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.