Other · DOL Form 5500 · 2024
Welch, Bruun, & Green Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $609,619
- Avg per participant High balance/head
Official DOL plan name: Welch, Bruun & Green Profit Sharing Plan and Trust · Sponsored by Welch, Bruun, & Green · Oregon · Professional & Technical Services
$2M in assets, 3 participants
Welch, Bruun, & Green's Welch, Bruun & Green Profit Sharing Plan and Trust reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #4,852 in Professional & Technical Services (20,173 peers)
Welch, Bruun, & Green multi-year trail
Welch, Bruun, & Green's plans moved +28.5% in assets from 2023 to 2024; this filing shows Welch, Bruun & Green Profit Sharing Plan and Trust at $2M / 3 participants.
- #4,852
- in Professional & Technical Services (20,173 peers)
- +28.5%
- assets growth YoY
Welch, Bruun & Green Profit Sharing Plan and Trust among the smaller filed plans by assets
Welch, Bruun & Green Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,828,856 28th percentile higher than 28% 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
Welch, Bruun & Green Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Welch, Bruun & Green Profit Sharing Plan and Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Welch, Bruun & Green Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2023 filing to $406K in the plan year 2024 filing.
- Welch, Bruun & Green Profit Sharing Plan and Trust reported participants fell from 5 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Welch, Bruun & Green Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 930691419 · Welch, Bruun, & Green PY 2024 · Other
Welch, Bruun & Green Profit Sharing Plan and Trust · $2M · 3 · 28th
- EBSA $2M
- PART 3
- TYPE 28th
- NET Other
- BOOK near Centro Cristiano Renacer Inc 403(b)
- VS-ST ind #4852
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 →
Welch, Bruun & Green Profit Sharing Plan and Trust in the asset neighbourhood
Welch, Bruun, & Green multi-year asset trail
Sponsor-wide plan assets over time
All Welch, Bruun, & Green plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 28.51302447491023% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 3 | $2M |
Welch, Bruun, & Green filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $406K |
| Employer EIN | 930691419 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $2.0B · 14,590
- Asante 403b Plan $759M · 5,850
- St. Charles Health System, Inc. Retirement Plan $744M · 4,769
- Samaritan Health Services Tax Sheltered Annuity Pl $703M · 6,429
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $337M · 807
Welch, Bruun & Green Profit Sharing Plan and Trust's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Centro Cristiano Renacer Inc 403(b) in NY ($2M); by covered participants it is Single K in IL (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Single K (IL) 3 · 0 off
- Alliance for African Assistance Plan 403b (CA) 3 · 0 off
- Aging in America & Affiliates 403(b) Plan (NY) 3 · 0 off
- Allied Lending Group Private Retirement Plan and Trust (CA) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.