Profit Sharing · DOL Form 5500 · 2024

Pacific Bounty/Lithgow Bros Profit Sharing Plan

Data updated 2026-08-25

$867K
Total assets Small plan by assets
N/A
Participants Small participant base
22nd
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003 · Sponsored by Pacific Bounty/Lithgow Bros · Oregon · Wholesale Trade

$867K in assets, N/A participants

Pacific Bounty/Lithgow Bros's Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003 reported $867K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #721 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003 holds $867K for N/A participants, among the smaller plans by assets on file.

#721
in Wholesale Trade (6,080 peers)
+3.5%
assets growth YoY

Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003 among the smaller filed plans by assets

Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003 vs every filed plan by assets

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

$866,678 22nd percentile higher than 22% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003 reported net income rose from -$2K in the plan year 2023 filing to $29K in the plan year 2024 filing.
  • Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003 end-of-year assets rose from $838K in the plan year 2023 filing to $867K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 930808905 · Pacific Bounty/Lithgow Bros PY 2024 · Profit Sharing

Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003 · $867K · N/A · 22nd

  • RANK $867K
  • PHOTO N/A
  • IND 22nd
  • EOY Profit Sharing
  • 5500 near Florencio Lao Sam Retirement Plan
  • ASSETS ind #721

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 Wholesale Trade retirement plans → · Plans in Oregon →

Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003 in the asset neighbourhood

Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003Pacific Bounty/Lithgow Bros …$867KFlorencio Lao Sam Retirement PlanFlorencio Lao Sam Retirement…$867KSunlight Ventures, Inc. Retirement PlanSunlight Ventures, Inc. Reti…$867KB Avery Enterprises, Inc. Retirement PlanB Avery Enterprises, Inc. Re…$866KBornstein Law Offices S.C. Profit Sharing PlanBornstein Law Offices S.C. P…$866K
End-of-year total assets ($M) among Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$838K
Net Assets (End of Year)$867K
Net Income$29K
Employer EIN930808905
Plan Effective Date1984-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pacific Bounty/Lithgow Bros)

Sponsor-wide plan assets over time

All Pacific Bounty/Lithgow Bros plans reported in each filing year

Latest sponsor-wide plan assets
$867K 3.265449103508755% vs 2022
2024 filing year
$0.83M$0.84M$0.85M$0.86M$0.87M$0.88M 202220232024 $0.84M $0.87M ▲ +3.6%
Year Plans Participants Total Assets
2022 1 N/A $839K
2023 1 N/A $838K
2024 1 N/A $867K

Nearby Profit Sharing Plans in Oregon

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

Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003 vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003, Total assets ($M): 0.866678 · Participants: 0Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003Les 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)
Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003 vs. nearby Profit Sharing plans in Oregon, assets vs. participants

Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003's closest out-of-state Profit Sharing peers by assets

Outside Oregon, the nearest Profit Sharing by end-of-year assets is Florencio Lao Sam Retirement Plan in PR at $867K (this filing: $867K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($867K here).

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 Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003 assets move in 2024?
Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003 edged up modestly - up 3.5% during 2024, from $838K to $867K. Reported net income was $29K.
How have Pacific Bounty/Lithgow Bros plan assets changed over time?
Across 3 plan years on file (2022-2024), Pacific Bounty/Lithgow Bros's sponsor-wide assets grew 3.3%, from $839K to $867K.
Where does Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003 rank by assets among Form 5500 filers?
Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003 ranks in the 22nd 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 Profit Sharing plans are similar in size to Pacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003?
Among Profit Sharing plans in other states, the closest by assets is Florencio Lao Sam Retirement Plan in PR ($867K, 2 participants).