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Employers › Oregon

Employer · plans filed under one EIN

Sera Architects, Inc.

Portland, OR · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$27.5Mnet assets across plans
369participant records146 active
$70Kemployer contributions, latest plan years$476 per active record
$32KSchedule C compensation to organisations$85.46 per participant record

Sera Architects, Inc., based in Portland, Oregon, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 369 participant records and $27.5M in net assets.

The largest is Sera Architects, Inc. Employee Stock Ownership Plan, an employee stock ownership plan with 219 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $70K and participant contributions $662K in the latest plan years; benefits paid were $3.3M. Schedule C compensation reported to service provider organisations totalled $32K.

Combined net assets moved from $8.1M in 2013 to $27.5M in 2024 (up 241%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Sera Architects, Inc. Employee Stock Ownership Planemployee stock ownership plan2024219$10.5M$47,768—$0
Sera Architects, Inc. Profit Sharing Plan401(k) plan2024150$17.0M$113,392$952$32K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2013: $8.1M2014: $7.5M2015: $9.3M2016: $17.6M2017: $20.1M2018: $23.7M2019: $29.8M2020: $33.9M2021: $44.1M2022: $36.8M2023: $30.5M2024: $27.5M$8.1M$44.1M$27.5M20112012201620202024
Combined net assets
2011: 1162012: 1292013: 1192014: 1112015: 1442016: 3202017: 3402018: 3522019: 3832020: 4222021: 4102022: 4582023: 4122024: 36911645836920112012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242369$27.5M$70K$662K
20232412$30.5M$494K$1.2M
20222458$36.8M$2.0M$1.4M
20212410$44.1M$2.6M$1.5M
20202422$33.9M$1.6M$1.2M
20192383$29.8M$1.6M$1.1M
20182352$23.7M$1.3M$964K
20172340$20.1M$1.3M$878K
20162320$17.6M$1.2M$649K
20151144$9.3M$620K$0
20141111$7.5M$362K$0
20131119$8.1M$596K$0
20121129$0$0$0
20111116$0$0$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Transamerica Retirement SolutionsRecordkeeping and information management; Participant loan processing1$31,533

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Transamerica Retirement Solutions$32K

Questions and answers

How many retirement plans does Sera Architects, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Sera Architects, Inc. Employee Stock Ownership Plan and Sera Architects, Inc. Profit Sharing Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Sera Architects, Inc. contribute to its plans?

$69,526 in employer contributions across these plans in their latest plan years, about $476 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Transamerica Retirement Solutions. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.