Profit Sharing · DOL Form 5500 · 2024
Board of Trustees, Regional District Council Retirement Plan Profit Sharing Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- N/A
- Participants Small participant base
- 85th
- Percentile by assets National rank
Official DOL plan name: Regional District Council Retirement Plan · Sponsored by Board of Trustees, Regional District Council Retirement Plan · Oregon · Finance & Insurance
$54M in assets, N/A participants
Board of Trustees, Regional District Council Retirement Plan's Regional District Council Retirement Plan reported $54M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #6,557 in Finance & Insurance (8,549 peers)
Where Regional District Council Retirement Plan sits by assets
Regional District Council Retirement Plan sits in the top quartile of all filed plans by assets, $54M for N/A participants, up 14.0% in 2024.
- #6,557
- in Finance & Insurance (8,549 peers)
- +14.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Regional District Council Retirement Plan's outsized position by total assets
Regional District Council Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$53,640,256 Top 15% higher than 85% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Regional District Council Retirement Plan reported participants fell from 1,613 in the plan year 2023 filing to N/A in the plan year 2024 filing.
- Regional District Council Retirement Plan end-of-year assets rose from $47M in the plan year 2023 filing to $54M in the plan year 2024 filing.
- Regional District Council Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 736360525 · Board of Trustees, Regional District Council Retirement Plan PY 2024 · Profit Sharing
Regional District Council Retirement Plan · $54M · N/A · 85th
- IND $54M
- EOY N/A
- 5500 85th
- ASSETS Profit Sharing
- PCT near Heifer International 403(b) Plan
- EIN ind #6557
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 Finance & Insurance retirement plans → · Plans in Oregon →
Regional District Council Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $7M |
| Employer EIN | 736360525 |
| Plan Effective Date | 2004-11-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Regional District Council Retirement Plan)
Sponsor-wide plan assets over time
All Board of Trustees, Regional District Council Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 33.7141659461658% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,638 | $40M |
| 2023 | 1 | 1,613 | $47M |
| 2024 | 1 | N/A | $54M |
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
Regional District Council Retirement Plan's closest out-of-state Profit Sharing peers by assets
Outside Oregon, the nearest Profit Sharing by end-of-year assets is Heifer International 403(b) Plan in AR at $54M (this filing: $54M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
- Heifer International 403(b) Plan (AR) $54M · 237
- NECA-IBEW 1205 Pension Fund (FL) $54M · 757
- IBEW Local 56 Employees Deferred Savings Plan (PA) $54M · 306
- Hp Inc. Puerto Rico Tax Savings Capital Accumulation Plan (TX) $53M · 25
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.