Profit Sharing · DOL Form 5500 · 2024

Geffen, Mesher & Company, P.C. Profit Sharing Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
173
Participants Small participant base
82nd
Percentile by assets National rank
$236,372
Avg per participant Above avg balance/head
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Official DOL plan name: Geffen, Mesher & Co., P.C. 401(k) Plan · Sponsored by Geffen, Mesher & Company, P.C. · Oregon · Professional & Technical Services

$41M in assets, 173 participants

Geffen, Mesher & Company, P.C.'s Geffen, Mesher & Co., P.C. 401(k) Plan reported $41M in total assets and 173 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,591 in Professional & Technical Services (20,173 peers)

Coverage in Oregon

Geffen, Mesher & Co., P.C. 401(k) Plan covers 173 participants in Oregon, about 39% of the average Oregon filer (state average ~443 per filing). Assets: $41M.

#16,591
in Professional & Technical Services (20,173 peers)
+21.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Geffen, Mesher & Co., P.C. 401(k) Plan's outsized position by total assets

Geffen, Mesher & Co., P.C. 401(k) Plan vs every filed plan by assets

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

$40,892,279 Top 18% higher than 82% 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

Geffen, Mesher & Co., P.C. 401(k) 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. Geffen, Mesher & Co., P.C. 401(k) Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Geffen, Mesher & Co., P.C. 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Geffen, Mesher & Co., P.C. 401(k) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Geffen, Mesher & Co., P.C. 401(k) Plan reported participants rose from 167 in the plan year 2023 filing to 173 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 931042710 · Geffen, Mesher & Company, P.C. PY 2024 · Profit Sharing

Geffen, Mesher & Co., P.C. 401(k) Plan · $41M · 173 · 82nd

  • EBSA $41M
  • EBSA 173
  • EBSA 82nd
  • EBSA Profit Sharing
  • EBSA near Shannon & Wilson, Inc. Eligible Individual Account Plan
  • EBSA ind #16591

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 →

Geffen, Mesher & Co., P.C. 401(k) Plan in the asset neighbourhood

Local 786 I.B. of T. Severance Trust FundLocal 786 I.B. of T. Severan…$41MGeffen, Mesher & Co., P.C. 401(k) PlanGeffen, Mesher & Co., P.C. 4…$41MShannon & Wilson, Inc. Eligible Individual Account PlanShannon & Wilson, Inc. Eligi…$41MEwtn 403(b) Retirement Savings PlanEwtn 403(b) Retirement Savin…$41MLaborers Local 231 Annuity FundLaborers Local 231 Annuity F…$41M
End-of-year total assets ($M) among Geffen, Mesher & Co., P.C. 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN931042710
Plan Effective Date1991-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Geffen, Mesher & Company, P.C.)

Sponsor-wide plan assets over time

All Geffen, Mesher & Company, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 39.99803828796289% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.2M $40.9M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 123 $29M
2023 1 167 $34M
2024 1 173 $41M

Nearby Profit Sharing Plans in Oregon

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Geffen, Mesher & Co., P.C. 401(k) Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Geffen, Mesher & Co., P.C. 401(k) Plan, Total assets ($M): 40.892279 · Participants: 173Geffen, Mesher & Co., P.C. 401(k) PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 865.392707 · Participants: 5738Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 817.192113 · Participants: 12025Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 211.941238 · Participants: 730Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 190.881902 · Participants: 634The Hoffman Employee Retirement Income PlanTuality Healthcare Performance Retirement Plan - 403(b), Total assets ($M): 120.429421 · Participants: 1263Tuality Healthcare Performance Retirement Plan - 403(b)
Geffen, Mesher & Co., P.C. 401(k) Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Geffen, Mesher & Co., P.C. 401(k) Plan side-by-side with 3 peers →

Geffen, Mesher & Co., P.C. 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Shannon & Wilson, Inc. Eligible Individual Account Plan in WA ($41M); by covered participants it is Iron Workers No.597 Annuity Plan in TN (173 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Geffen, Mesher & Co., P.C. 401(k) Plan assets move in 2024? ▼
Geffen, Mesher & Co., P.C. 401(k) Plan grew sharply - up 21.7% during 2024, from $34M to $41M. Reported net income was $7M.
How have Geffen, Mesher & Company, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Geffen, Mesher & Company, P.C.'s sponsor-wide assets grew 40.0%, from $29M to $41M.
Where does Geffen, Mesher & Co., P.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Geffen, Mesher & Co., P.C. 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Geffen, Mesher & Co., P.C. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Shannon & Wilson, Inc. Eligible Individual Account Plan in WA ($41M, 355 participants).
Which Profit Sharing plans cover a similar participant headcount to Geffen, Mesher & Co., P.C. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Iron Workers No.597 Annuity Plan in TN (173 participants, $145K 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 931042710.

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.