Plan5500

Aloha, 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, Aloha, OR has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $3,145,954 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Aloha

  • 3 loaded plans hold $3.1M in reported assets across 3 sponsors.
  • The largest, Aloha Dog And Cat Hospital 401(K) Profit Sharing Plan, holds 100% of reported Aloha plan assets.
  • Plans cover 206 participants — about 69 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.1MSummed across loaded plans$3,145,954
Total reported assets$3.1M$3,145,954
Total reported participants206
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities$0
Contributions & income
Employer contributions$91.5K
Participant contributions$92.2K
Total income / additions$778.7K
Expenses & distributions
Benefits paid / distributions$822.5K
Total expenses$823.8K
Net increase / (decrease)-$45.1K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Aloha, 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.

Computed from loaded plans

Aloha market comparison

Largest plan share of assets100%Aloha Dog And Cat Hospital 401(K) Profit Sharing Plan
Participants per plan69Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Aloha

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Aloha Dog And Cat Hospital 401(K) Profit Sharing Plan$3.1M
    Gribskov, Hershey And Mcgarvey, LLC Dba Aloha Dog And Cat Hospital · 2023
  2. 2
    Aumsville Quick Stop, Inc. 401k Plan$0
    Aumsville Quick Stop, Inc. · 2023
  3. 3
    Edwards Center, Inc. Welfare Plannot reported in the loaded dataset
    Edwards Center, Inc. · 2023

Largest plans in Aloha → · Aloha plans by participants → · Aloha plans with financial data → · Aloha plans with provider compensation → · $1B+ plans in Aloha →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Aloha, OR?
3 plan(s) reported by 3 sponsor(s) are loaded for Aloha, OR.

Related Form 5500 pages