401(k) · DOL Form 5500 · 2024
Bullivant Houser Bailey PC 401(k) Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 150
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $431,666
- Avg per participant High balance/head
Official DOL plan name: Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust · Sponsored by Bullivant Houser Bailey PC · Oregon · Professional & Technical Services
$65M in assets, 150 participants
Bullivant Houser Bailey PC's Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust reported $65M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #17,722 in Professional & Technical Services (20,173 peers)
Coverage in Oregon
Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust covers 150 participants in Oregon, about 34% of the average Oregon filer (state average ~443 per filing). Assets: $65M.
- #17,722
- in Professional & Technical Services (20,173 peers)
- -8.8%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$64,749,946 Top 13% higher than 87% 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
Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust 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. Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust reported net income fell from $7M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
- Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $71M in the plan year 2023 filing to $65M in the plan year 2024 filing.
- Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust reported participants rose from 142 in the plan year 2023 filing to 150 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 931129534 · Bullivant Houser Bailey PC PY 2024 · 401(k)
Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust · $65M · 150 · 87th
- EBSA $65M
- EBSA 150
- EBSA 87th
- EBSA 401(k)
- EBSA near Infovista 401(k) Retirement Plan
- EBSA ind #17722
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 →
Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | -$6M |
| Employer EIN | 931129534 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bullivant Houser Bailey PC)
Sponsor-wide plan assets over time
All Bullivant Houser Bailey PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $65M 1.9125194794729128% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $64M |
| 2023 | 1 | 142 | $71M |
| 2024 | 1 | 150 | $65M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Infovista 401(k) Retirement Plan in MA ($65M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
- Infovista 401(k) Retirement Plan (MA) $65M · 107
- American Forest & Paper Association, Inc. Savings Plan (DC) $65M · 70
- Mcelroy Manufacturing, Inc. Savings Investment Plan (OK) $65M · 493
- Gw&k 401(k) Savings Plan (MA) $65M · 186
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- The Custom Companies Retirement Savings Plan (IL) 150 · 0 off
- East Lawn Affiliates Profit Sharing Plan (CA) 150 · 0 off
- Golden Bank National Association 401(k) Retirement Savings Plan (TX) 150 · 0 off
- Xmek, Inc. Retirement Saving Plan (TX) 150 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.