401(k) · DOL Form 5500 · 2024
Emery & Sons Construction Group, LLC 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 199
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $164,070
- Avg per participant Above avg balance/head
Official DOL plan name: Emery & Sons Construction Group, LLC Retirement and Savings Plan · Sponsored by Emery & Sons Construction Group, LLC · Oregon · Construction
$33M in assets, 199 participants
Emery & Sons Construction Group, LLC's Emery & Sons Construction Group, LLC Retirement and Savings Plan reported $33M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #6,969 in Construction (9,039 peers)
Coverage in Oregon
Emery & Sons Construction Group, LLC Retirement and Savings Plan covers 199 participants in Oregon, about 45% of the average Oregon filer (state average ~443 per filing). Assets: $33M.
- #6,969
- in Construction (9,039 peers)
- +24.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Emery & Sons Construction Group, LLC Retirement and Savings Plan's outsized position by total assets
Emery & Sons Construction Group, LLC Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,649,846 Top 21% higher than 79% 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
Emery & Sons Construction Group, LLC Retirement and Savings 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. Emery & Sons Construction Group, LLC Retirement and Savings Plan sits mid-pack in the medium band (199 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Emery & Sons Construction Group, LLC Retirement and Savings Plan end-of-year assets rose from $26M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Emery & Sons Construction Group, LLC Retirement and Savings Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Emery & Sons Construction Group, LLC Retirement and Savings Plan reported participants fell from 208 in the plan year 2023 filing to 199 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 830966301 · Emery & Sons Construction Group, LLC PY 2024 · 401(k)
Emery & Sons Construction Group, LLC Retirement and Savings Plan · $33M · 199 · 79th
- BOY $33M
- BOY 199
- BOY 79th
- BOY 401(k)
- BOY near Grand River Rubber & Plastics Company 401(k) Retirement Plan
- BOY ind #6969
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 Construction retirement plans → · Plans in Oregon →
Emery & Sons Construction Group, LLC Retirement and Savings Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $6M |
| Employer EIN | 830966301 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emery & Sons Construction Group, LLC)
Sponsor-wide plan assets over time
All Emery & Sons Construction Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 72.25847757081164% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 179 | $19M |
| 2023 | 1 | 208 | $26M |
| 2024 | 1 | 199 | $33M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Emery & Sons Construction Group, LLC Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Grand River Rubber & Plastics Company 401(k) Retirement Plan in OH ($33M); by covered participants it is Cascade Services, Inc. 401(k) Plan in UT (199 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (199 participants); asset peers above are excluded.
- Cascade Services, Inc. 401(k) Plan (UT) 199 · 0 off
- Erie Federal Credit Union 401(k) Plan and Trust (PA) 199 · 0 off
- Sanwa Growers, Inc 401(k) Plan (FL) 199 · 0 off
- Stillwater Designs and Audio, Inc. 401(k) Profit Sharing Plan (OK) 199 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.