Profit Sharing · DOL Form 5500 · 2024
Board of Trustees, Regional District Council Retirement Plan Profit Sharing Plan
Data updated 2026-07-24
- $54M
- Total assets
- N/A
- Participants
- 85th
- Percentile by assets
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.
- 85th percentile by assets (of 116,472 plans)
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.
- $54M
- total plan assets (2024 EOY)
- N/A
- covered participants
- 85th
- percentile by assets (of 116,472 plans)
- +14.0%
- assets growth YoY
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.
Regional District Council Retirement Plan vs the 2024 asset distribution
By assets, Regional District Council Retirement Plan outranks 85% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (730 average participants).
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)
| 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.
Regional District Council Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Regional District Council Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Regional District Council Retirement Plan assets move in 2024? ▼
How have Board of Trustees, Regional District Council Retirement Plan plan assets changed over time? ▼
Where does Regional District Council Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Regional District Council Retirement Plan? ▼
Next read for Regional District Council Retirement Pla…
Scale reading
Ways to act on Regional District Council Retirement Plan's numbers.
- By total assets, Regional District Council Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Oregon. Compare plans
- Board of Trustees, Regional District Council Retirement Plan's sponsor-wide assets have grown 33.7% since 2022 across 3 plan years on file. More Finance & Insurance plans
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 736360525.
Read our methodology - how this data is sourced, computed, and verified.