401(k) · DOL Form 5500 · 2024

David G. Terry, P.C. 401(k) Plan

Data updated 2026-08-25

$791K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$197,838
Avg per participant Above avg balance/head
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Official DOL plan name: David G Terry PC Profit Sharing Prototype Plan · Sponsored by David G. Terry, P.C. · Oregon · Professional & Technical Services

$791K in assets, 4 participants

David G. Terry, P.C.'s David G Terry PC Profit Sharing Prototype Plan reported $791K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,297 in Professional & Technical Services (20,173 peers)

David G. Terry, P.C. multi-year trail

David G. Terry, P.C.'s plans moved +18.4% in assets from 2022 to 2024; this filing shows David G Terry PC Profit Sharing Prototype Plan at $791K / 4 participants.

#3,297
in Professional & Technical Services (20,173 peers)
+5.5%
assets growth YoY

David G Terry PC Profit Sharing Prototype Plan among the smaller filed plans by assets

David G Terry PC Profit Sharing Prototype Plan vs every filed plan by assets

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

$791,351 21st percentile higher than 21% 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

David G Terry PC Profit Sharing Prototype 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. David G Terry PC Profit Sharing Prototype Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • David G Terry PC Profit Sharing Prototype Plan reported net income fell from $79K in the plan year 2023 filing to $41K in the plan year 2024 filing.
  • David G Terry PC Profit Sharing Prototype Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • David G Terry PC Profit Sharing Prototype Plan end-of-year assets rose from $750K in the plan year 2023 filing to $791K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 930906704 · David G. Terry, P.C. PY 2024 · 401(k)

David G Terry PC Profit Sharing Prototype Plan · $791K · 4 · 21st

  • NET $791K
  • BOOK 4
  • VS-ST 21st
  • BOY 401(k)
  • SCH near Mcgee Logistics Inc. 401(k) Plan
  • EBSA ind #3297

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 →

David G Terry PC Profit Sharing Prototype Plan in the asset neighbourhood

David G Terry PC Profit Sharing Prototype PlanDavid G Terry PC Profit Shar…$791KMcgee Logistics Inc. 401(k) PlanMcgee Logistics Inc. 401(k) …$791KCentral Arizona Auto Group 401(k) PlanCentral Arizona Auto Group 4…$792KCmo Group, Inc. 401(k) Plan$791KBrady Venture Holdings, Inc. Dba Better4u Vending Retirement PlanBrady Venture Holdings, Inc.…$792K
End-of-year total assets ($M) among David G Terry PC Profit Sharing Prototype Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

David G. Terry, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All David G. Terry, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$791K 18.436286791007024% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M$0.85M 202220232024 $0.67M $0.79M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 3 $668K
2023 1 3 $750K
2024 1 4 $791K

David G. Terry, P.C. filing trail (2024)

Total Assets (Beginning of Year)$750K
Net Assets (End of Year)$787K
Net Income$41K
Employer EIN930906704
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

David G Terry PC Profit Sharing Prototype Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants David G Terry PC Profit Sharing Prototype Plan, Total assets ($B): 0.000791351 · Participants: 4David G Terry PC Profit Sharing Prototype 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
David G Terry PC Profit Sharing Prototype Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare David G Terry PC Profit Sharing Prototype Plan side-by-side with 3 peers →

David G Terry PC Profit Sharing Prototype Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Mcgee Logistics Inc. 401(k) Plan in NM ($791K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 David G Terry PC Profit Sharing Prototype Plan assets move in 2024? ▼
David G Terry PC Profit Sharing Prototype Plan grew at a solid clip - up 5.5% during 2024, from $750K to $791K. Reported net income was $41K.
How have David G. Terry, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David G. Terry, P.C.'s sponsor-wide assets grew 18.4%, from $668K to $791K.
Where does David G Terry PC Profit Sharing Prototype Plan rank by assets among Form 5500 filers? ▼
David G Terry PC Profit Sharing Prototype Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to David G Terry PC Profit Sharing Prototype Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcgee Logistics Inc. 401(k) Plan in NM ($791K, 5 participants).
Which 401(k) plans cover a similar participant headcount to David G Terry PC Profit Sharing Prototype Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A 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 930906704.

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.