How big is Genesis Group's plan?

Genesis Group's plan reported $3.1M in assets and 75 participants for 2025.

Original filing (PDF)20260520090757NAL0002228464001

Genesis Group

Name: Genesis Group — Genesis Group 401(k) Plan, Form 5500 (2025)
Creator: Genesis Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Genesis Group 401(k) Plan

401(k) retirement plan · Genesis Group's Genesis Group 401(k) Plan held $3.1M in plan assets for 75 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Jessica Dutton signed Genesis Group's 2025 Form 5500 as plan administrator.

Jessica Dutton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Genesis Group's EIN is 91-1821136.

EIN 91-1821136

Plan number 001

Plan year 2025

ACK ID 20260520090757NAL0002228464001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Genesis Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Genesis Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GENESIS GROUP.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

GENESIS GROUP

EIN

all filings

Address

777 NE 4TH AVENUE · CANBY, OR · 97013

Phone

(503) 284-0024

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-20

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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