Profit Sharing · DOL Form 5500 · 2024

Alternative Services - Oregon, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
226
Participants Below avg headcount
35th
Percentile by assets National rank
$14,091
Avg per participant Low balance/head
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Official DOL plan name: Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan · Sponsored by Alternative Services - Oregon, Inc. · Oregon · Educational Services

$3M in assets, 226 participants

Alternative Services - Oregon, Inc.'s Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan reported $3M in total assets and 226 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #798 in Educational Services (3,638 peers)

2024 asset change

Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan pulled back noticeably 12.2% in 2024 ($4M → $3M) for 226 participants.

#798
in Educational Services (3,638 peers)
-12.2%
assets change YoY

The plan reported a net loss of $445K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan's mid-pack asset rank among Educational Services and all filers

Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan vs every filed plan by assets

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

$3,184,511 35th percentile higher than 35% 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

Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan 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. Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan reported net income fell from $565K in the plan year 2023 filing to -$445K in the plan year 2024 filing.
  • Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan reported participants rose from 183 in the plan year 2023 filing to 226 in the plan year 2024 filing.
  • Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 931014288 · Alternative Services - Oregon, Inc. PY 2024 · Profit Sharing

Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan · $3M · 226 · 35th

  • PCT $3M
  • EIN 226
  • RANK 35th
  • PHOTO Profit Sharing
  • IND near Supermercado Econo Facundo, Inc. Retirement Plan
  • EOY ind #798

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 Educational Services retirement plans → · Plans in Oregon →

Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan in the asset neighbourhood

Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity PlanAlternative Services - Orego…$3MSupermercado Econo Facundo, Inc. Retirement PlanSupermercado Econo Facundo, …$3MHoutkin Consulting Corp Retirement Plan and TrustHoutkin Consulting Corp Reti…$3MMeisinger Construction Company Profit Sharing TrustMeisinger Construction Compa…$3MGreenville Womens Clinic PA Profit Sharing PlanGreenville Womens Clinic PA …$3M
End-of-year total assets ($M) among Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Alternative Services - Oregon, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Alternative Services - Oregon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 3.9890580834600335% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.06M $3.18M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 182 $3M
2023 1 183 $4M
2024 1 226 $3M

2024 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$445K
Employer EIN931014288
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oregon

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

Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan, Total assets ($M): 3.184511 · Participants: 226Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity PlanLes 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)
Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants

Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Supermercado Econo Facundo, Inc. Retirement Plan in PR ($3M); by covered participants it is Hydraflow Profit Sharing Plan in CA (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (226 participants); 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 Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan assets move in 2024?
Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan pulled back noticeably - down 12.2% during 2024, from $4M to $3M. Reported net income was -$445K.
How have Alternative Services - Oregon, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Alternative Services - Oregon, Inc.'s sponsor-wide assets grew 4.0%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan?
Among Profit Sharing plans in other states, the closest by assets is Supermercado Econo Facundo, Inc. Retirement Plan in PR ($3M, 309 participants).
Which Profit Sharing plans cover a similar participant headcount to Alternative Services - Oregon, Inc. 403b/ERISA Tax Sheltered Annuity Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Hydraflow Profit Sharing Plan in CA (226 participants, $56M in assets).