401(k) · DOL Form 5500 · 2024

Portland Va Research Foundation Inc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
92
Participants Small participant base
54th
Percentile by assets National rank
$100,476
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Portland Va Research Foundation 401(k) Plan · Sponsored by Portland Va Research Foundation Inc · Oregon · Professional & Technical Services

$9M in assets, 92 participants

Portland Va Research Foundation Inc's Portland Va Research Foundation 401(k) Plan reported $9M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,544 in Professional & Technical Services (20,173 peers)

Portland Va Research Foundation Inc multi-year trail

Portland Va Research Foundation Inc's plans moved +76.2% in assets from 2022 to 2024; this filing shows Portland Va Research Foundation 401(k) Plan at $9M / 92 participants.

#10,544
in Professional & Technical Services (20,173 peers)
+40.6%
assets growth YoY

Portland Va Research Foundation 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Portland Va Research Foundation 401(k) Plan vs every filed plan by assets

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

$9,243,825 Top 46% higher than 54% 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

Portland Va Research Foundation 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Portland Va Research Foundation 401(k) Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Portland Va Research Foundation 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Portland Va Research Foundation 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Portland Va Research Foundation 401(k) Plan reported participants rose from 75 in the plan year 2023 filing to 92 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 943090170 · Portland Va Research Foundation Inc PY 2024 · 401(k)

Portland Va Research Foundation 401(k) Plan · $9M · 92 · 54th

  • TYPE $9M
  • NET 92
  • BOOK 54th
  • VS-ST 401(k)
  • BOY near River Valley Paper Company Dba Integrity Fiber 401(k) Plan
  • SCH ind #10544

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 →

Portland Va Research Foundation 401(k) Plan in the asset neighbourhood

Portland Va Research Foundation 401(k) PlanPortland Va Research Foundat…$9MRiver Valley Paper Company Dba Integrity Fiber 401(k) PlanRiver Valley Paper Company D…$9MAdrianna Papell, LLC Employees Profit Sharing & 401(k) PlanAdrianna Papell, LLC Employe…$9MPacific Lifestyle Homes, Inc. 401(k) PlanPacific Lifestyle Homes, Inc…$9MSpartanburg Steel Products, Inc. Savings and Investment PlanSpartanburg Steel Products, …$9M
End-of-year total assets ($M) among Portland Va Research Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Portland Va Research Foundation Inc multi-year asset trail

Sponsor-wide plan assets over time

All Portland Va Research Foundation Inc plans reported in each filing year

Latest sponsor-wide plan assets
$9M 76.23969738971941% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.25M $9.24M ▲ +76.0%
Year Plans Participants Total Assets
2022 1 80 $5M
2023 1 75 $7M
2024 1 92 $9M

Portland Va Research Foundation Inc filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN943090170
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Portland Va Research Foundation 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Portland Va Research Foundation 401(k) Plan, Total assets ($B): 0.009243825 · Participants: 92Portland Va Research Foundation 401(k) 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
Portland Va Research Foundation 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

Portland Va Research Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is River Valley Paper Company Dba Integrity Fiber 401(k) Plan in OH ($9M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants). Same-state nearby plans are listed separately above.

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 Portland Va Research Foundation 401(k) Plan assets move in 2024?
Portland Va Research Foundation 401(k) Plan surged - up 40.6% during 2024, from $7M to $9M. Reported net income was $3M.
How have Portland Va Research Foundation Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Portland Va Research Foundation Inc's sponsor-wide assets grew 76.2%, from $5M to $9M.
Which 401(k) plans are similar in size to Portland Va Research Foundation 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is River Valley Paper Company Dba Integrity Fiber 401(k) Plan in OH ($9M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Portland Va Research Foundation 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants, $487K in assets).