Albany, OR Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Albany, OR has 20 loaded benefit plan(s) reported by 16 plan sponsor(s), with $72,434,379 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
20
Plan sponsors
16
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$72,434,379
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$72,434,379

Contributions & income

Employer contributions
$3,005,149
Participant contributions
$6,579,142
Total income / additions
$19,077,543

Expenses & distributions

Benefits paid / distributions
$7,149,058
Total expenses
$7,421,766
Net increase / (decrease)
$11,655,777

Coverage

Total reported participants
4,193
Plans with financial statements
14
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Albany, OR plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Albany, OR
PlanSponsorReported assets (EOY)Year
Mei Rigging And Crating LLC 401(K) Profit Sharing Plan And TrustMei Rigging & Crating, LLC$23,729,8002023
Ofd Foods 401(K) PlanOfd Foods, LLC Dba Oregon Freeze Dr$23,061,3902023
Dlf Usa Inc. Retirement PlanDlf Usa Inc.$19,826,9222023
Riteway Electric, Inc. 401(K) Profit Sharing PlanRiteway Electric, Inc$1,939,4972023
Northwest Industrial Distributors Inc. 401(K) PlanNorthwest Industrial Distributors Inc.$1,320,1702023
Perpetua Medical Pc 401(K)Perpetua Medical Pc$561,3952023
Lewis Hanson And Company, Inc. Profit Sharing PlanLewis Hanson And Company, Inc.$537,6892023
Pyburn Building & Remodeling, Inc. Profit Sharing PlanPyburn Building & Remodeling, Inc.$401,5122023
Albany Acupuncture Clinic, Inc. Profit Sharing PlaAlbany Acupuncture Clinic, Inc.$367,7292023
Ron Knight Plumbing, Inc. Profit Sharing PlanRon Knight Plumbing, Inc.$319,7352023
Spurgeon Volz, Inc. 401(K) Profit Sharing PlanSpurgeon Volz, Inc.$191,7772023
Rodney T Rice, Cpa, Pc Profit Sharing Plan #1Rodney T Rice Cpa Pc$102,3552023
Ww Designs 401kWofford Wood Designs, Inc.$74,4082023
Signs By Snyder, Inc. 401(K) Profit Sharing PlanSigns By Snyder, Inc.$02023
Coastal Farm & Home SupplyCoastal Farm & Home Supply, L.L.C.not reported in the loaded dataset2023
Dlf Usa Inc. Health & Welfare Benefit PlanDlf Usa Inc.not reported in the loaded dataset2023
Mennonite Services Northwest PlanMennonite Home Of Albany, Inc.not reported in the loaded dataset2023
Mei Rigging & Crating, LLC Group Health & Life Insurance PlanMei Rigging & Crating, LLCnot reported in the loaded dataset2023
Ofd Foods, LLC. Employee Benefit PlanOfd Foods, LLCnot reported in the loaded dataset2023
Mennonite Village Health PlanMennonite Home Of Albany, Inc.not reported in the loaded dataset2023

Related Form 5500 pages