401(k) · DOL Form 5500 · 2024

Anita Risberg 401(k) Plan

Data updated 2026-08-25

$407K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$406,905
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ad Risberg 401(k) Plan Trust · Sponsored by Anita Risberg · Oregon · Real Estate

$407K in assets, 1 participants

Anita Risberg's Ad Risberg 401(k) Plan Trust reported $407K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,232 in Real Estate (4,605 peers)

2024 asset change

Ad Risberg 401(k) Plan Trust grew sharply 29.5% in 2024 ($314K → $407K) for 1 participant.

#1,232
in Real Estate (4,605 peers)
+29.5%
assets growth YoY

Ad Risberg 401(k) Plan Trust among the smaller filed plans by assets

Ad Risberg 401(k) Plan Trust vs every filed plan by assets

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

$406,905 16th percentile higher than 16% 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

Ad Risberg 401(k) Plan 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. Ad Risberg 401(k) Plan Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ad Risberg 401(k) Plan Trust reported net income rose from -$103K in the plan year 2023 filing to $93K in the plan year 2024 filing.
  • Ad Risberg 401(k) Plan Trust end-of-year assets rose from $314K in the plan year 2023 filing to $407K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 320133567 · Anita Risberg PY 2024 · 401(k)

Ad Risberg 401(k) Plan Trust · $407K · 1 · 16th

  • VS-ST $407K
  • BOY 1
  • SCH 16th
  • EBSA 401(k)
  • PART near Morrison Etheridge Funeral Home, Inc. 401(k) Plan
  • TYPE ind #1232

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 Real Estate retirement plans → · Plans in Oregon →

Ad Risberg 401(k) Plan Trust in the asset neighbourhood

Ad Risberg 401(k) Plan Trust$407KMorrison Etheridge Funeral Home, Inc. 401(k) PlanMorrison Etheridge Funeral H…$407KSmh Environmental Services, Inc. 401(k) Profit Sharing PlanSmh Environmental Services, …$407KOrange Whip, Inc. 401(k) Plan$407KKumar & Associates 401(k) Profit Sharing Plan & TrustKumar & Associates 401(k) Pr…$407K
End-of-year total assets ($M) among Ad Risberg 401(k) Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Anita Risberg years around the 2024 move

Sponsor-wide plan assets over time

All Anita Risberg plans reported in each filing year

Latest sponsor-wide plan assets
$407K 2.3562357819564026% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.42M $0.41M ▼ -2.4%
Year Plans Participants Total Assets
2022 1 1 $417K
2023 1 1 $314K
2024 1 1 $407K

2024 asset-move particulars

Total Assets (Beginning of Year)$314K
Net Assets (End of Year)$403K
Net Income$93K
Employer EIN320133567
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Ad Risberg 401(k) Plan Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Ad Risberg 401(k) Plan Trust, Total assets ($B): 0.000406905 · Participants: 1Ad Risberg 401(k) Plan Trust401(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
Ad Risberg 401(k) Plan Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Ad Risberg 401(k) Plan Trust side-by-side with 3 peers →

Ad Risberg 401(k) Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Morrison Etheridge Funeral Home, Inc. 401(k) Plan in NJ ($407K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Ad Risberg 401(k) Plan Trust assets move in 2024? ▼
Ad Risberg 401(k) Plan Trust grew sharply - up 29.5% during 2024, from $314K to $407K. Reported net income was $93K.
How have Anita Risberg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anita Risberg's sponsor-wide assets declined 2.4%, from $417K to $407K.
Where does Ad Risberg 401(k) Plan Trust rank by assets among Form 5500 filers? ▼
Ad Risberg 401(k) Plan Trust ranks in the 16th 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 Ad Risberg 401(k) Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is Morrison Etheridge Funeral Home, Inc. 401(k) Plan in NJ ($407K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Ad Risberg 401(k) Plan Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 320133567.

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.