Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
DKS ASSOCIATES
EIN 94-2583153civil engineeringLatest filing 2025
Plans
3
Retirement
2
$55.8M assets
Welfare
1
$508K premiums
Participants
609
1050 SW 6TH AVENUE, SUITE 600 - PORTLAND, OR 97204503-243-3500dksassociates.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $55.8M assets / 460 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $508K premiums / 157 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$385K
- Prescription drug$385K
- Other$100K
- Life$94K
- Short-term disability$94K
- Long-term disability$94K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
76%top
- KAISER FOUNDATION HEALTH PLAN INC76%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY18%
- VISION SERVICE PLAN5%
- CANOPY1%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
DKS ASSOCIATES 401(K) PROFIT SHARING PLAN
401k
Assets$32.2M
Participants263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DKS ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
ESOP
Assets$23.5M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DKS ASSOCIATES EMPLOYEE BENEFIT PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST
Premiums$508K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DKS ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $32.2M | 263 | 2024 | |
| 002 | DKS ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | ESOP | $23.5M | 197 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DKS ASSOCIATES EMPLOYEE BENEFIT PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $508K | 157 | 2025 |
Retirement plans
Welfare plans