About Worthy & Company, LLC
<p>Replacement cost estimates for condominium and HOA properties are the core of Worthy & Company, LLC’s appraisal work. Founded in 1986, the firm focuses on insurance valuations that help community associations set appropriate coverage levels.</p> <p>The company is based in Hillsboro in the Portland metro area, with its headquarters in Hillsboro, Oregon. Its work centers on property appraisal for condominium associations and homeowners associations, with reports geared toward insurance needs rather than resale pricing.</p> <p>Services are built around clear, supportable numbers for replacement cost and related insurance valuation inputs. What sets Worthy & Company apart is its narrow focus on association properties, which keeps the scope and deliverables aligned with how boards and managers use these valuations.</p> <ul> <li>Replacement Cost Estimates for insurance planning</li> <li>Insurance Valuations for condominium associations</li> <li>Insurance Valuations for homeowners associations (HOAs)</li> <li>Property appraisal work tailored to association insurance requirements</li> </ul>
Website: https://www.worthyco.com/home.html
Founded: 1986
Office Locations
- Hillsboro, OR (Headquarters)
- Hillsboro, OR
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 24
- Total AUM Audited: $929.5M
- 401(k): 24 plans, $929.5M AUM
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| SOUND PHYSICIANS 401(K) PLAN | SOUND INPATIENT PHYSICIANS, INC., WA | $556M | 4,098 |
| USNR, LLC 401(K) TAX SHELTERED PLAN | USNR, LLC, WA | $51M | 612 |
| PENSION PLAN FOR EMPLOYEES OF U.S. NATURAL RESOURCES AND FRIEDRICH AIR CONDITIONING CO. | USNR, LLC, WA | $40M | 79 |
| ENGLUND MARINE SUPPLY CO., INC. 401(K) PROFIT SHARING PLAN | ENGLUND MARINE SUPPLY CO., INC., OR | $34M | 140 |
| DWFRITZ AUTOMATION LLC 401(K) PLAN | DWFRITZ AUTOMATION LLC, OR | $33M | 136 |
| 401(k) Retirement Plan | Healthcare Sponsor, OR | $31M | 312 |
| 401(k) Retirement Plan | Manufacturing Sponsor, WA | $30M | 289 |
| 401(k) Retirement Plan | Professional Services Sponsor, OR | $29M | 560 |
| 401(k) Retirement Plan | Technology Sponsor, WA | $27M | 230 |
🔒 Want to unlock and download Worthy & Company, LLC's client list?
Subscribe to Basic or Premium today to reveal and download all 29 client plans.
Subscribe Today