Civic Intelligence

Durham & Bates Agencies Inc.

Plan context: Durham & Bates Agencies Inc. Employees Stock Ownership Plan

EIN 93-0463663 • Portland, OR • 52 filings • 7 plans

1211 SW 5th Avenue, Suite 2800Portland, OR 97204
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$39,150,176

2024 Contributions

$151,325

Historical Graphs

Total Assets Over Time

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

$39,150,176$19,575,088$0199920132024YearValue
$39,150,176Latest year 2024

Participants Over Time

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

46230199920122024YearValue
33Latest year 2024

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
2024233$39,150,176$151,325$4,586iApproximate average salary by contribution assumption: employee only about $114,640 at 4% or $76,427 at 6%; with 50% employer match about $76,427 at 4% or $50,951 at 6%; with 100% employer match about $57,320 at 4% or $38,213 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-33$39,150,176$151,325$4,586iApproximate average salary by contribution assumption: employee only about $114,640 at 4% or $76,427 at 6%; with 50% employer match about $76,427 at 4% or $50,951 at 6%; with 100% employer match about $57,320 at 4% or $38,213 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-0$0$0-
2023245$23,863,904$1,053,007$23,400iApproximate average salary by contribution assumption: employee only about $585,004 at 4% or $390,003 at 6%; with 50% employer match about $390,003 at 4% or $260,002 at 6%; with 100% employer match about $292,502 at 4% or $195,001 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-36$16,110,137$555,880$15,441iApproximate average salary by contribution assumption: employee only about $386,028 at 4% or $257,352 at 6%; with 50% employer match about $257,352 at 4% or $171,568 at 6%; with 100% employer match about $193,014 at 4% or $128,676 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-45$7,753,767$497,127$11,047iApproximate average salary by contribution assumption: employee only about $276,182 at 4% or $184,121 at 6%; with 50% employer match about $184,121 at 4% or $122,747 at 6%; with 100% employer match about $138,091 at 4% or $92,061 at 6%.
2022246$21,673,886$1,254,373$27,269iApproximate average salary by contribution assumption: employee only about $681,724 at 4% or $454,483 at 6%; with 50% employer match about $454,483 at 4% or $302,989 at 6%; with 100% employer match about $340,862 at 4% or $227,241 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-33$14,847,770$786,815$23,843iApproximate average salary by contribution assumption: employee only about $596,072 at 4% or $397,381 at 6%; with 50% employer match about $397,381 at 4% or $264,921 at 6%; with 100% employer match about $298,036 at 4% or $198,691 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-46$6,826,116$467,558$10,164iApproximate average salary by contribution assumption: employee only about $254,108 at 4% or $169,405 at 6%; with 50% employer match about $169,405 at 4% or $112,937 at 6%; with 100% employer match about $127,054 at 4% or $84,703 at 6%.
2021246$22,274,414$1,278,797$27,800iApproximate average salary by contribution assumption: employee only about $694,998 at 4% or $463,332 at 6%; with 50% employer match about $463,332 at 4% or $308,888 at 6%; with 100% employer match about $347,499 at 4% or $231,666 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-34$14,225,309$631,538$18,575iApproximate average salary by contribution assumption: employee only about $464,366 at 4% or $309,577 at 6%; with 50% employer match about $309,577 at 4% or $206,385 at 6%; with 100% employer match about $232,183 at 4% or $154,789 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-46$8,049,105$647,259$14,071iApproximate average salary by contribution assumption: employee only about $351,771 at 4% or $234,514 at 6%; with 50% employer match about $234,514 at 4% or $156,343 at 6%; with 100% employer match about $175,886 at 4% or $117,257 at 6%.
2020245$19,300,356$1,285,852$28,574iApproximate average salary by contribution assumption: employee only about $714,362 at 4% or $476,241 at 6%; with 50% employer match about $476,241 at 4% or $317,494 at 6%; with 100% employer match about $357,181 at 4% or $238,121 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-32$12,908,098$650,000$20,313iApproximate average salary by contribution assumption: employee only about $507,813 at 4% or $338,542 at 6%; with 50% employer match about $338,542 at 4% or $225,694 at 6%; with 100% employer match about $253,906 at 4% or $169,271 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-45$6,392,258$635,852$14,130iApproximate average salary by contribution assumption: employee only about $353,251 at 4% or $235,501 at 6%; with 50% employer match about $235,501 at 4% or $157,000 at 6%; with 100% employer match about $176,626 at 4% or $117,750 at 6%.
2019240$16,556,233$1,061,395$26,535iApproximate average salary by contribution assumption: employee only about $663,372 at 4% or $442,248 at 6%; with 50% employer match about $442,248 at 4% or $294,832 at 6%; with 100% employer match about $331,686 at 4% or $221,124 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-34$11,241,903$641,721$18,874iApproximate average salary by contribution assumption: employee only about $471,854 at 4% or $314,569 at 6%; with 50% employer match about $314,569 at 4% or $209,713 at 6%; with 100% employer match about $235,927 at 4% or $157,285 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-40$5,314,330$419,674$10,492iApproximate average salary by contribution assumption: employee only about $262,296 at 4% or $174,864 at 6%; with 50% employer match about $174,864 at 4% or $116,576 at 6%; with 100% employer match about $131,148 at 4% or $87,432 at 6%.
2018242$13,602,963$1,434,686$34,159iApproximate average salary by contribution assumption: employee only about $853,980 at 4% or $569,320 at 6%; with 50% employer match about $569,320 at 4% or $379,547 at 6%; with 100% employer match about $426,990 at 4% or $284,660 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-36$8,622,240$681,140$18,921iApproximate average salary by contribution assumption: employee only about $473,014 at 4% or $315,343 at 6%; with 50% employer match about $315,343 at 4% or $210,228 at 6%; with 100% employer match about $236,507 at 4% or $157,671 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-42$4,980,723$753,546$17,942iApproximate average salary by contribution assumption: employee only about $448,539 at 4% or $299,026 at 6%; with 50% employer match about $299,026 at 4% or $199,351 at 6%; with 100% employer match about $224,270 at 4% or $149,513 at 6%.
2017241$12,697,629$1,048,322$25,569iApproximate average salary by contribution assumption: employee only about $639,221 at 4% or $426,147 at 6%; with 50% employer match about $426,147 at 4% or $284,098 at 6%; with 100% employer match about $319,610 at 4% or $213,074 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-39$7,619,167$664,528$17,039iApproximate average salary by contribution assumption: employee only about $425,979 at 4% or $283,986 at 6%; with 50% employer match about $283,986 at 4% or $189,324 at 6%; with 100% employer match about $212,990 at 4% or $141,993 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-41$5,078,462$383,794$9,361iApproximate average salary by contribution assumption: employee only about $234,021 at 4% or $156,014 at 6%; with 50% employer match about $156,014 at 4% or $104,009 at 6%; with 100% employer match about $117,010 at 4% or $78,007 at 6%.
2016240$10,670,642$1,054,365$26,359iApproximate average salary by contribution assumption: employee only about $658,978 at 4% or $439,319 at 6%; with 50% employer match about $439,319 at 4% or $292,879 at 6%; with 100% employer match about $329,489 at 4% or $219,659 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-36$6,494,287$493,099$13,697iApproximate average salary by contribution assumption: employee only about $342,430 at 4% or $228,287 at 6%; with 50% employer match about $228,287 at 4% or $152,191 at 6%; with 100% employer match about $171,215 at 4% or $114,143 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-40$4,176,355$561,266$14,032iApproximate average salary by contribution assumption: employee only about $350,791 at 4% or $233,861 at 6%; with 50% employer match about $233,861 at 4% or $155,907 at 6%; with 100% employer match about $175,396 at 4% or $116,930 at 6%.
2015238$10,378,803$930,280$24,481iApproximate average salary by contribution assumption: employee only about $612,026 at 4% or $408,018 at 6%; with 50% employer match about $408,018 at 4% or $272,012 at 6%; with 100% employer match about $306,013 at 4% or $204,009 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-32$6,046,027$529,044$16,533iApproximate average salary by contribution assumption: employee only about $413,316 at 4% or $275,544 at 6%; with 50% employer match about $275,544 at 4% or $183,696 at 6%; with 100% employer match about $206,658 at 4% or $137,772 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-38$4,332,776$401,236$10,559iApproximate average salary by contribution assumption: employee only about $263,971 at 4% or $175,981 at 6%; with 50% employer match about $175,981 at 4% or $117,320 at 6%; with 100% employer match about $131,986 at 4% or $87,990 at 6%.
2014237$10,019,320$1,048,108$28,327iApproximate average salary by contribution assumption: employee only about $708,181 at 4% or $472,121 at 6%; with 50% employer match about $472,121 at 4% or $314,747 at 6%; with 100% employer match about $354,091 at 4% or $236,060 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-29$5,808,644$618,298$21,321iApproximate average salary by contribution assumption: employee only about $533,016 at 4% or $355,344 at 6%; with 50% employer match about $355,344 at 4% or $236,896 at 6%; with 100% employer match about $266,508 at 4% or $177,672 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-37$4,210,676$429,810$11,616iApproximate average salary by contribution assumption: employee only about $290,412 at 4% or $193,608 at 6%; with 50% employer match about $193,608 at 4% or $129,072 at 6%; with 100% employer match about $145,206 at 4% or $96,804 at 6%.
2013238$10,022,067$814,851$21,443iApproximate average salary by contribution assumption: employee only about $536,086 at 4% or $357,391 at 6%; with 50% employer match about $357,391 at 4% or $238,261 at 6%; with 100% employer match about $268,043 at 4% or $178,695 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-33$5,618,105$575,376$17,436iApproximate average salary by contribution assumption: employee only about $435,891 at 4% or $290,594 at 6%; with 50% employer match about $290,594 at 4% or $193,729 at 6%; with 100% employer match about $217,945 at 4% or $145,297 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-38$4,403,962$239,475$6,302iApproximate average salary by contribution assumption: employee only about $157,549 at 4% or $105,033 at 6%; with 50% employer match about $105,033 at 4% or $70,022 at 6%; with 100% employer match about $78,775 at 4% or $52,516 at 6%.
2012239$8,968,806$638,955$16,383iApproximate average salary by contribution assumption: employee only about $409,587 at 4% or $273,058 at 6%; with 50% employer match about $273,058 at 4% or $182,038 at 6%; with 100% employer match about $204,793 at 4% or $136,529 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-35$5,305,751$350,426$10,012iApproximate average salary by contribution assumption: employee only about $250,304 at 4% or $166,870 at 6%; with 50% employer match about $166,870 at 4% or $111,246 at 6%; with 100% employer match about $125,152 at 4% or $83,435 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-39$3,663,055$288,529$7,398iApproximate average salary by contribution assumption: employee only about $184,954 at 4% or $123,303 at 6%; with 50% employer match about $123,303 at 4% or $82,202 at 6%; with 100% employer match about $92,477 at 4% or $61,651 at 6%.
2011241$8,295,723$638,319$15,569iApproximate average salary by contribution assumption: employee only about $389,219 at 4% or $259,479 at 6%; with 50% employer match about $259,479 at 4% or $172,986 at 6%; with 100% employer match about $194,609 at 4% or $129,740 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-33$5,089,170$306,865$9,299iApproximate average salary by contribution assumption: employee only about $232,473 at 4% or $154,982 at 6%; with 50% employer match about $154,982 at 4% or $103,322 at 6%; with 100% employer match about $116,237 at 4% or $77,491 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-41$3,206,553$331,454$8,084iApproximate average salary by contribution assumption: employee only about $202,106 at 4% or $134,737 at 6%; with 50% employer match about $134,737 at 4% or $89,825 at 6%; with 100% employer match about $101,053 at 4% or $67,369 at 6%.
2010236$7,372,970$503,130$13,976iApproximate average salary by contribution assumption: employee only about $349,396 at 4% or $232,931 at 6%; with 50% employer match about $232,931 at 4% or $155,287 at 6%; with 100% employer match about $174,698 at 4% or $116,465 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-32$4,463,728$183,338$5,729iApproximate average salary by contribution assumption: employee only about $143,233 at 4% or $95,489 at 6%; with 50% employer match about $95,489 at 4% or $63,659 at 6%; with 100% employer match about $71,616 at 4% or $47,744 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-36$2,909,242$319,792$8,883iApproximate average salary by contribution assumption: employee only about $222,078 at 4% or $148,052 at 6%; with 50% employer match about $148,052 at 4% or $98,701 at 6%; with 100% employer match about $111,039 at 4% or $74,026 at 6%.
2009234$6,981,744$541,444$15,925iApproximate average salary by contribution assumption: employee only about $398,121 at 4% or $265,414 at 6%; with 50% employer match about $265,414 at 4% or $176,942 at 6%; with 100% employer match about $199,060 at 4% or $132,707 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-33$4,517,308$229,745$6,962iApproximate average salary by contribution assumption: employee only about $174,049 at 4% or $116,033 at 6%; with 50% employer match about $116,033 at 4% or $77,355 at 6%; with 100% employer match about $87,025 at 4% or $58,016 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-34$2,464,436$311,699$9,168iApproximate average salary by contribution assumption: employee only about $229,190 at 4% or $152,794 at 6%; with 50% employer match about $152,794 at 4% or $101,862 at 6%; with 100% employer match about $114,595 at 4% or $76,397 at 6%.
2008237$6,606,366$448,145$12,112iApproximate average salary by contribution assumption: employee only about $302,801 at 4% or $201,867 at 6%; with 50% employer match about $201,867 at 4% or $134,578 at 6%; with 100% employer match about $151,400 at 4% or $100,934 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-35$4,559,884$198,932$5,684iApproximate average salary by contribution assumption: employee only about $142,094 at 4% or $94,730 at 6%; with 50% employer match about $94,730 at 4% or $63,153 at 6%; with 100% employer match about $71,047 at 4% or $47,365 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-37$2,046,482$249,213$6,735iApproximate average salary by contribution assumption: employee only about $168,387 at 4% or $112,258 at 6%; with 50% employer match about $112,258 at 4% or $74,839 at 6%; with 100% employer match about $84,194 at 4% or $56,129 at 6%.
2007234$0$0-
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-32---
Durham & Bates Agencies Inc. 401K Retirement Pl An-34---
2006234$6,807,271$559,257$16,449iApproximate average salary by contribution assumption: employee only about $411,218 at 4% or $274,146 at 6%; with 50% employer match about $274,146 at 4% or $182,764 at 6%; with 100% employer match about $205,609 at 4% or $137,073 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-31$4,524,662$231,137$7,456iApproximate average salary by contribution assumption: employee only about $186,401 at 4% or $124,267 at 6%; with 50% employer match about $124,267 at 4% or $82,845 at 6%; with 100% employer match about $93,200 at 4% or $62,134 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-34$2,282,609$328,120$9,651iApproximate average salary by contribution assumption: employee only about $241,265 at 4% or $160,843 at 6%; with 50% employer match about $160,843 at 4% or $107,229 at 6%; with 100% employer match about $120,632 at 4% or $80,422 at 6%.
2005232$8,024,563$514,670$16,083iApproximate average salary by contribution assumption: employee only about $402,086 at 4% or $268,057 at 6%; with 50% employer match about $268,057 at 4% or $178,705 at 6%; with 100% employer match about $201,043 at 4% or $134,029 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-26$4,670,225$321,136$12,351iApproximate average salary by contribution assumption: employee only about $308,785 at 4% or $205,856 at 6%; with 50% employer match about $205,856 at 4% or $137,238 at 6%; with 100% employer match about $154,392 at 4% or $102,928 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-32$3,354,338$193,534$6,048iApproximate average salary by contribution assumption: employee only about $151,198 at 4% or $100,799 at 6%; with 50% employer match about $100,799 at 4% or $67,199 at 6%; with 100% employer match about $75,599 at 4% or $50,399 at 6%.
2004226$7,753,632$791,478$30,441iApproximate average salary by contribution assumption: employee only about $761,037 at 4% or $507,358 at 6%; with 50% employer match about $507,358 at 4% or $338,238 at 6%; with 100% employer match about $380,518 at 4% or $253,679 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-24$4,558,646$596,474$24,853iApproximate average salary by contribution assumption: employee only about $621,327 at 4% or $414,218 at 6%; with 50% employer match about $414,218 at 4% or $276,145 at 6%; with 100% employer match about $310,664 at 4% or $207,109 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-26$3,194,986$195,004$7,500iApproximate average salary by contribution assumption: employee only about $187,504 at 4% or $125,003 at 6%; with 50% employer match about $125,003 at 4% or $83,335 at 6%; with 100% employer match about $93,752 at 4% or $62,501 at 6%.
2003236$0$0-
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-30---
Durham & Bates Agencies Inc. 401K Retirement Pl An-36---
2002232$6,250,970$424,185$13,256iApproximate average salary by contribution assumption: employee only about $331,395 at 4% or $220,930 at 6%; with 50% employer match about $220,930 at 4% or $147,286 at 6%; with 100% employer match about $165,697 at 4% or $110,465 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-31$3,860,250$258,742$8,347iApproximate average salary by contribution assumption: employee only about $208,663 at 4% or $139,109 at 6%; with 50% employer match about $139,109 at 4% or $92,739 at 6%; with 100% employer match about $104,331 at 4% or $69,554 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-32$2,390,720$165,443$5,170iApproximate average salary by contribution assumption: employee only about $129,252 at 4% or $86,168 at 6%; with 50% employer match about $86,168 at 4% or $57,445 at 6%; with 100% employer match about $64,626 at 4% or $43,084 at 6%.
2001229$0$0-
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-27---
Durham & Bates Agencies Inc. 401K Retirement Pl An-29---
2000231$6,030,090$315,182$10,167iApproximate average salary by contribution assumption: employee only about $254,179 at 4% or $169,453 at 6%; with 50% employer match about $169,453 at 4% or $112,968 at 6%; with 100% employer match about $127,090 at 4% or $84,726 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-28$3,334,919$194,393$6,943iApproximate average salary by contribution assumption: employee only about $173,565 at 4% or $115,710 at 6%; with 50% employer match about $115,710 at 4% or $77,140 at 6%; with 100% employer match about $86,783 at 4% or $57,855 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-31$2,695,171$120,789$3,896iApproximate average salary by contribution assumption: employee only about $97,410 at 4% or $64,940 at 6%; with 50% employer match about $64,940 at 4% or $43,294 at 6%; with 100% employer match about $48,705 at 4% or $32,470 at 6%.
1999227$6,079,840$166,732$6,175iApproximate average salary by contribution assumption: employee only about $154,381 at 4% or $102,921 at 6%; with 50% employer match about $102,921 at 4% or $68,614 at 6%; with 100% employer match about $77,191 at 4% or $51,460 at 6%.
Durham & Bates Agencies Inc. Employees Stock Ownership Plan-25$3,350,355$56,670$2,267iApproximate average salary by contribution assumption: employee only about $56,670 at 4% or $37,780 at 6%; with 50% employer match about $37,780 at 4% or $25,187 at 6%; with 100% employer match about $28,335 at 4% or $18,890 at 6%.
Durham & Bates Agencies Inc. 401K Retirement Pl An-27$2,729,485$110,062$4,076iApproximate average salary by contribution assumption: employee only about $101,909 at 4% or $67,940 at 6%; with 50% employer match about $67,940 at 4% or $45,293 at 6%; with 100% employer match about $50,955 at 4% or $33,970 at 6%.