Profit Sharing · DOL Form 5500 · 2024
United Finance Co. Profit Sharing Plan
Data updated 2026-08-06
- $15M
- Total assets
- 78
- Participants
- 65th
- Percentile by assets
- $196,285
- Avg per participant
Official DOL plan name: United Finance Co. Profit Sharing and Retirement Plan · Sponsored by United Finance Co. · Oregon · Finance & Insurance
$15M in assets, 78 participants
United Finance Co.'s United Finance Co. Profit Sharing and Retirement Plan reported $15M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- 65th percentile by assets (of 116,472 plans)
United Finance Co. multi-year trail
United Finance Co.'s plans moved -15.7% in assets from 2022 to 2024; this filing shows United Finance Co. Profit Sharing and Retirement Plan at $15M / 78 participants.
- $15M
- total plan assets (2024 EOY)
- 78
- covered participants
- 65th
- percentile by assets (of 116,472 plans)
- $196,285
- avg assets per participant
The plan reported a net loss of $269K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Finance Co. Profit Sharing and Retirement Plan reported net income rose from -$3M in the plan year 2023 filing to -$269K in the plan year 2024 filing.
- United Finance Co. Profit Sharing and Retirement Plan reported participants rose from 66 in the plan year 2023 filing to 78 in the plan year 2024 filing.
- United Finance Co. Profit Sharing and Retirement Plan end-of-year assets fell from $16M in the plan year 2023 filing to $15M in the plan year 2024 filing.
United Finance Co. across 3 plan years on file
Across the 3 plan years United Finance Co. has on file (2022-2024), sponsor-wide plan assets have moved from $18M to $15M, a decline of 15.7%, while reported participants moved from 62 to 78 (+25.8%). Peak year by sponsor assets: 2022 ($18M); trough: 2024 ($15M).
United Finance Co. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 62 | $18M |
| 2023 | 1 | 66 | $16M |
| 2024 | 1 | 78 | $15M |
United Finance Co. filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$269K |
| Employer EIN | 930422717 |
| Plan Effective Date | 1965-09-29 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
United Finance Co. Profit Sharing and Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
- Les Schwab Profit Sharing Retirement Plan $865M · 5,738
- Legacy Health Defined Contribution Retirement Plan $817M · 12,025
- Willamette University Defined Contribution Retirement Plan $212M · 730
- The Hoffman Employee Retirement Income Plan $191M · 634
- Tuality Healthcare Performance Retirement Plan - 403(b) $120M · 1,263
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to United Finance Co. Profit Sharing and Retirement Plan by total assets, not by location.
- The Contractors Retirement Plan (TX) $15M · 1,668
- Children International Retirement Plan (MO) $15M · 137
- The Corporate Source, Inc. 401(a) Plan (NY) $15M · 429
- Graham C-Stores Co. Profit Sharing Plan (IL) $15M · 190
Frequently Asked Questions
How did United Finance Co. Profit Sharing and Retirement Plan assets move in 2024? ▼
How have United Finance Co. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to United Finance Co. Profit Sharing and Retirement Plan? ▼
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Multi-year trail
Ways to act on United Finance Co. Profit Sharing and Retirement Plan's numbers.
- By total assets, United Finance Co. Profit Sharing and Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Oregon. Compare plans
- United Finance Co.'s sponsor-wide assets have declined 15.7% since 2022 across 3 plan years on file. More Finance & Insurance plans
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 930422717.
Read our methodology - how this data is sourced, computed, and verified.