401(k) · DOL Form 5500 · 2024

Board of Trustees, Toc-Woodworkers, Iam Defined 401(k) Plan

Data updated 2026-08-11

$141M
Total assets
329
Participants
93rd
Percentile by assets
$428,972
Avg per participant
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Official DOL plan name: Toc-Woodworkers, Iam Defined Contribution Plan and Trust · Sponsored by Board of Trustees, Toc-Woodworkers, Iam Defined · Oregon · Agriculture, Forestry & Fishing

$141M in assets, 329 participants

Board of Trustees, Toc-Woodworkers, Iam Defined's Toc-Woodworkers, Iam Defined Contribution Plan and Trust reported $141M in total assets and 329 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 123,622 plans)
  • #1,183 in Agriculture, Forestry & Fishing (1,217 peers)

Where Toc-Woodworkers, Iam Defined Contribution Plan and Trust sits by assets

Toc-Woodworkers, Iam Defined Contribution Plan and Trust sits in the top 10% of all filed plans by assets, $141M for 329 participants (~$428,972/participant), up 0.8% in 2024.

$141M
total plan assets (2024 EOY)
329
covered participants
93rd
percentile by assets (of 123,622 plans)
$428,972
avg assets per participant

Where Toc-Woodworkers, Iam Defined Contribution Plan and Trust sits by total assets

Toc-Woodworkers, Iam Defined Contribution Plan and Trust vs every filed plan by assets

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

$141,131,710 Top 7% higher than 93% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Toc-Woodworkers, Iam Defined Contribution Plan and Trust reported net income fell from $16M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Toc-Woodworkers, Iam Defined Contribution Plan and Trust reported participants fell from 336 in the plan year 2023 filing to 329 in the plan year 2024 filing.
  • Toc-Woodworkers, Iam Defined Contribution Plan and Trust end-of-year assets rose from $140M in the plan year 2023 filing to $141M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Toc-Woodworkers, Iam Defined Contribution Plan and Trust vs the 2024 asset distribution

By assets, Toc-Woodworkers, Iam Defined Contribution Plan and Trust outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$140M
Net Assets (End of Year)$141M
Net Income$1M
Employer EIN930951083
Plan Effective Date1986-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Toc-Woodworkers, Iam Defined)

$120M$125M$130M$135M$140M$145M 202220232024 $124M $141M ▲ +13.4%
Total plan assets by year, all Board of Trustees, Toc-Woodworkers, Iam Defined plans on file
Year Plans Participants Total Assets
2022 1 376 $124M
2023 1 336 $140M
2024 1 329 $141M

Nearby 401(k) Plans in Oregon

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

Toc-Woodworkers, Iam Defined Contribution Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Toc-Woodworkers, Iam…, Total assets ($B): 0.14113171 · Participants: 329Toc-Woodworkers, Iam…401(k) Savings and P…, Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and P…Daimler Truck North …, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North …Precision Castparts …, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts …Xpo Logistics Retire…, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retire…Pacificorp K Plus Em…, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Em…
Toc-Woodworkers, Iam Defined Contribution Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Toc-Woodworkers, Iam Defined Contribution Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Toc-Woodworkers, Iam Defined Contribution Plan and Trust assets move in 2024?
Toc-Woodworkers, Iam Defined Contribution Plan and Trust held essentially flat - up 0.8% during 2024, from $140M to $141M. Reported net income was $1M.
How have Board of Trustees, Toc-Woodworkers, Iam Defined plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees, Toc-Woodworkers, Iam Defined's sponsor-wide assets grew 13.4%, from $124M to $141M.
Where does Toc-Woodworkers, Iam Defined Contribution Plan and Trust rank by assets among Form 5500 filers?
Toc-Woodworkers, Iam Defined Contribution Plan and Trust ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Toc-Woodworkers, Iam Defined Contribution Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Solarwinds Worldwide LLC 401(k) Plan in TX ($141M, 744 participants).

Next read for Toc-Woodworkers, Iam Defined Contributio…

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