Civic Intelligence

Bates Group LLC

Plan context: Bates Group LLC 401(K) Plan

EIN 45-0611652 • Portland, OR • 15 filings • 1 plans

10220 SW Greenburg Rd Ste 200Portland, OR 97223
Current Snapshot

Latest Year

2025

2025 Participants

63

2025 Assets

$7,087,937

2025 Contributions

$805,191

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$7,087,937$3,543,969$0201120182025YearValue
$7,087,937Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

70350201120182025YearValue
63Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025163$7,087,937$805,191$12,781iApproximate average salary by contribution assumption: employee only about $319,520 at 4% or $213,013 at 6%; with 50% employer match about $213,013 at 4% or $142,009 at 6%; with 100% employer match about $159,760 at 4% or $106,507 at 6%.
Bates Group LLC 401(K) Plan-63$7,087,937$805,191$12,781iApproximate average salary by contribution assumption: employee only about $319,520 at 4% or $213,013 at 6%; with 50% employer match about $213,013 at 4% or $142,009 at 6%; with 100% employer match about $159,760 at 4% or $106,507 at 6%.
2024167$6,126,250$994,382$14,842iApproximate average salary by contribution assumption: employee only about $371,038 at 4% or $247,359 at 6%; with 50% employer match about $247,359 at 4% or $164,906 at 6%; with 100% employer match about $185,519 at 4% or $123,679 at 6%.
Bates Group LLC 401(K) Plan-67$6,126,250$994,382$14,842iApproximate average salary by contribution assumption: employee only about $371,038 at 4% or $247,359 at 6%; with 50% employer match about $247,359 at 4% or $164,906 at 6%; with 100% employer match about $185,519 at 4% or $123,679 at 6%.
2023170$5,175,850$906,025$12,943iApproximate average salary by contribution assumption: employee only about $323,580 at 4% or $215,720 at 6%; with 50% employer match about $215,720 at 4% or $143,813 at 6%; with 100% employer match about $161,790 at 4% or $107,860 at 6%.
Bates Group LLC 401(K) Plan-70$5,175,850$906,025$12,943iApproximate average salary by contribution assumption: employee only about $323,580 at 4% or $215,720 at 6%; with 50% employer match about $215,720 at 4% or $143,813 at 6%; with 100% employer match about $161,790 at 4% or $107,860 at 6%.
2022169$3,781,705$786,732$11,402iApproximate average salary by contribution assumption: employee only about $285,048 at 4% or $190,032 at 6%; with 50% employer match about $190,032 at 4% or $126,688 at 6%; with 100% employer match about $142,524 at 4% or $95,016 at 6%.
Bates Group LLC 401(K) Plan-69$3,781,705$786,732$11,402iApproximate average salary by contribution assumption: employee only about $285,048 at 4% or $190,032 at 6%; with 50% employer match about $190,032 at 4% or $126,688 at 6%; with 100% employer match about $142,524 at 4% or $95,016 at 6%.
2021159$4,095,113$716,327$12,141iApproximate average salary by contribution assumption: employee only about $303,528 at 4% or $202,352 at 6%; with 50% employer match about $202,352 at 4% or $134,902 at 6%; with 100% employer match about $151,764 at 4% or $101,176 at 6%.
Bates Group LLC 401(K) Plan-59$4,095,113$716,327$12,141iApproximate average salary by contribution assumption: employee only about $303,528 at 4% or $202,352 at 6%; with 50% employer match about $202,352 at 4% or $134,902 at 6%; with 100% employer match about $151,764 at 4% or $101,176 at 6%.
2020158$3,241,484$860,752$14,841iApproximate average salary by contribution assumption: employee only about $371,014 at 4% or $247,343 at 6%; with 50% employer match about $247,343 at 4% or $164,895 at 6%; with 100% employer match about $185,507 at 4% or $123,671 at 6%.
Bates Group LLC 401(K) Plan-58$3,241,484$860,752$14,841iApproximate average salary by contribution assumption: employee only about $371,014 at 4% or $247,343 at 6%; with 50% employer match about $247,343 at 4% or $164,895 at 6%; with 100% employer match about $185,507 at 4% or $123,671 at 6%.
2019154$2,282,855$515,099$9,539iApproximate average salary by contribution assumption: employee only about $238,472 at 4% or $158,981 at 6%; with 50% employer match about $158,981 at 4% or $105,987 at 6%; with 100% employer match about $119,236 at 4% or $79,491 at 6%.
Bates Group LLC 401(K) Plan-54$2,282,855$515,099$9,539iApproximate average salary by contribution assumption: employee only about $238,472 at 4% or $158,981 at 6%; with 50% employer match about $158,981 at 4% or $105,987 at 6%; with 100% employer match about $119,236 at 4% or $79,491 at 6%.
2018143$1,518,696$369,340$8,589iApproximate average salary by contribution assumption: employee only about $214,733 at 4% or $143,155 at 6%; with 50% employer match about $143,155 at 4% or $95,437 at 6%; with 100% employer match about $107,366 at 4% or $71,578 at 6%.
Bates Group LLC 401(K) Plan-43$1,518,696$369,340$8,589iApproximate average salary by contribution assumption: employee only about $214,733 at 4% or $143,155 at 6%; with 50% employer match about $143,155 at 4% or $95,437 at 6%; with 100% employer match about $107,366 at 4% or $71,578 at 6%.
2017141$1,353,515$266,904$6,510iApproximate average salary by contribution assumption: employee only about $162,746 at 4% or $108,498 at 6%; with 50% employer match about $108,498 at 4% or $72,332 at 6%; with 100% employer match about $81,373 at 4% or $54,249 at 6%.
Bates Group LLC 401(K) Plan-41$1,353,515$266,904$6,510iApproximate average salary by contribution assumption: employee only about $162,746 at 4% or $108,498 at 6%; with 50% employer match about $108,498 at 4% or $72,332 at 6%; with 100% employer match about $81,373 at 4% or $54,249 at 6%.
2016140$988,222$231,511$5,788iApproximate average salary by contribution assumption: employee only about $144,694 at 4% or $96,463 at 6%; with 50% employer match about $96,463 at 4% or $64,309 at 6%; with 100% employer match about $72,347 at 4% or $48,231 at 6%.
Bates Group LLC 401(K) Plan-40$988,222$231,511$5,788iApproximate average salary by contribution assumption: employee only about $144,694 at 4% or $96,463 at 6%; with 50% employer match about $96,463 at 4% or $64,309 at 6%; with 100% employer match about $72,347 at 4% or $48,231 at 6%.
2015153$805,237$195,698$3,692iApproximate average salary by contribution assumption: employee only about $92,310 at 4% or $61,540 at 6%; with 50% employer match about $61,540 at 4% or $41,027 at 6%; with 100% employer match about $46,155 at 4% or $30,770 at 6%.
Bates Group LLC 401(K) Plan-53$805,237$195,698$3,692iApproximate average salary by contribution assumption: employee only about $92,310 at 4% or $61,540 at 6%; with 50% employer match about $61,540 at 4% or $41,027 at 6%; with 100% employer match about $46,155 at 4% or $30,770 at 6%.
2014141$601,080$129,738$3,164iApproximate average salary by contribution assumption: employee only about $79,109 at 4% or $52,739 at 6%; with 50% employer match about $52,739 at 4% or $35,159 at 6%; with 100% employer match about $39,554 at 4% or $26,370 at 6%.
Bates Group LLC 401(K) Plan-41$601,080$129,738$3,164iApproximate average salary by contribution assumption: employee only about $79,109 at 4% or $52,739 at 6%; with 50% employer match about $52,739 at 4% or $35,159 at 6%; with 100% employer match about $39,554 at 4% or $26,370 at 6%.
2013142$515,469$154,354$3,675iApproximate average salary by contribution assumption: employee only about $91,877 at 4% or $61,252 at 6%; with 50% employer match about $61,252 at 4% or $40,834 at 6%; with 100% employer match about $45,939 at 4% or $30,626 at 6%.
Bates Group LLC 401(K) Plan-42$515,469$154,354$3,675iApproximate average salary by contribution assumption: employee only about $91,877 at 4% or $61,252 at 6%; with 50% employer match about $61,252 at 4% or $40,834 at 6%; with 100% employer match about $45,939 at 4% or $30,626 at 6%.
2012156$307,468$185,002$3,304iApproximate average salary by contribution assumption: employee only about $82,590 at 4% or $55,060 at 6%; with 50% employer match about $55,060 at 4% or $36,707 at 6%; with 100% employer match about $41,295 at 4% or $27,530 at 6%.
Bates Group LLC 401(K) Plan-56$307,468$185,002$3,304iApproximate average salary by contribution assumption: employee only about $82,590 at 4% or $55,060 at 6%; with 50% employer match about $55,060 at 4% or $36,707 at 6%; with 100% employer match about $41,295 at 4% or $27,530 at 6%.
2011152$112,350$114,255$2,197iApproximate average salary by contribution assumption: employee only about $54,930 at 4% or $36,620 at 6%; with 50% employer match about $36,620 at 4% or $24,413 at 6%; with 100% employer match about $27,465 at 4% or $18,310 at 6%.
Bates Group LLC 401(K) Plan-52$112,350$114,255$2,197iApproximate average salary by contribution assumption: employee only about $54,930 at 4% or $36,620 at 6%; with 50% employer match about $36,620 at 4% or $24,413 at 6%; with 100% employer match about $27,465 at 4% or $18,310 at 6%.