Ashland, 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, Ashland, OR has 34 loaded benefit plan(s) reported by 17 plan sponsor(s), with $80,951,178 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 34
- Plan sponsors
- 17
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $80,951,178
- Total reported liabilities (EOY)
- $77,584
- Total reported net assets (EOY)
- $80,873,594
Contributions & income
- Employer contributions
- $2,242,397
- Participant contributions
- $4,343,776
- Total income / additions
- $19,570,706
Expenses & distributions
- Benefits paid / distributions
- $16,018,233
- Total expenses
- $16,325,558
- Net increase / (decrease)
- $3,245,148
Coverage
- Total reported participants
- 5,207
- Plans with financial statements
- 17
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ashland, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Tc Chevrolet, Inc. 401(K) Savings Plan | Tc Chevrolet, Inc. | $13,002,774 | 2023 |
| Blackstone Audio 401k Profit Sharing Plan | Blackstone Audio | $12,755,452 | 2023 |
| Adroit Construction Co., Inc. Profit Sharing And Savings Plan | Adroit Construction Co. Inc | $12,360,492 | 2023 |
| Summitt Enterprises Inc 401(K) Profit Sharing Plan & Trust | Summitt Enterprises Inc | $9,843,895 | 2023 |
| Oregon Shakespeare Festival Association 403(B) Plan | Oregon Shakespeare Festival Association | $7,811,107 | 2023 |
| Ashland Food Cooperative 401(K) Retirement Plan And Trust | Ashland Food Cooperative | $7,166,773 | 2023 |
| Work Sharp 401(K) Plan | Darex, LLC | $6,417,283 | 2023 |
| Spartan Management, LLC 401(K) Plan | Spartan Management LLC | $3,865,993 | 2023 |
| Howard H. Osvold Dba Aa Insulation 401k Profit Sharing Plan & Trust | Howard H Osvold Ttee Of The Howard&Rebecca Osvold Revocable Living Tr | $2,187,559 | 2023 |
| Oregon Shakespeare Festival Association Matching Retirement Plan & Trust | Oregon Shakespeare Festival Association | $1,699,845 | 2023 |
| David Scott Jones Md Pc 401(K) Profit Sharing Plan | David Scott Jones Md Pc | $1,535,261 | 2023 |
| David P A Seulean Pc 401(K) Plan | David P A Seulean Pc | $1,079,714 | 2023 |
| K5 Homes, Inc. Retirement Plan | K5 Homes, Inc. | $697,164 | 2023 |
| Ashland Village Cottages, Inc. Retirement Plan | Ashland Village Cottages, Inc. | $276,804 | 2023 |
| Bloomsbury Blends, Inc. 401(K) Plan | Bloomsbury Blends, Inc. | $155,154 | 2023 |
| Rogue Electric Bikes Co. 401(K) Plan | Rogue Electric Bikes Co. | $62,296 | 2023 |
| Thisledome Hospitality Corp. 401(K) Plan | Thisledome Hospitality Corp. | $33,612 | 2023 |
| Ashland Food Cooperative Vision Plan | Ashland Food Cooperative | not reported in the loaded dataset | 2023 |
| Ashland Food Cooperative Disability Plan | Ashland Food Cooperative | not reported in the loaded dataset | 2023 |
| Ashland Food Cooperative Life Insurance Plan | Ashland Food Cooperative | not reported in the loaded dataset | 2023 |
| Ashland Food Cooperative Employee Assistance Plan | Ashland Food Cooperative | not reported in the loaded dataset | 2023 |
| Tc Chevrolet Inc | Tc Chevrolet Inc | not reported in the loaded dataset | 2023 |
| Spartan Management, LLC. Medical Plan | Spartan Management LLC | not reported in the loaded dataset | 2023 |
| Blackstone Audio Health Insurance Plan | Blackstone Audio, Inc. | not reported in the loaded dataset | 2023 |
| Ashland Food Cooperative Dental Plan | Ashland Food Cooperative | not reported in the loaded dataset | 2023 |
Largest plans in Ashland → · Ashland plans by participants → · Ashland plans with financial data → · Ashland plans with provider compensation → · $1B+ plans in Ashland →
Related Form 5500 pages
- All OR Form 5500 filings
- Tc Chevrolet, Inc. 401(K) Savings Plan (plan 001)
- Tc Chevrolet, Inc. — all reported plans
- Blackstone Audio 401k Profit Sharing Plan (plan 001)
- Blackstone Audio — all reported plans
- Adroit Construction Co., Inc. Profit Sharing And Savings Plan (plan 002)
- Adroit Construction Co. Inc — all reported plans
- Summitt Enterprises Inc 401(K) Profit Sharing Plan & Trust (plan 003)
- Summitt Enterprises Inc — all reported plans
- Oregon Shakespeare Festival Association 403(B) Plan (plan 003)
- Oregon Shakespeare Festival Association — all reported plans
- Ashland Food Cooperative 401(K) Retirement Plan And Trust (plan 001)
- Ashland Food Cooperative — all reported plans
- Work Sharp 401(K) Plan (plan 001)
- Darex, LLC — all reported plans
- Spartan Management, LLC 401(K) Plan (plan 001)
- Spartan Management LLC — all reported plans
- Howard H. Osvold Dba Aa Insulation 401k Profit Sharing Plan & Trust (plan 001)
- Howard H Osvold Ttee Of The Howard&Rebecca Osvold Revocable Living Tr — all reported plans
- Oregon Shakespeare Festival Association Matching Retirement Plan & Trust (plan 001)
- David Scott Jones Md Pc 401(K) Profit Sharing Plan (plan 001)
- David Scott Jones Md Pc — all reported plans
- David P A Seulean Pc 401(K) Plan (plan 001)
- David P A Seulean Pc — all reported plans
- K5 Homes, Inc. Retirement Plan (plan 001)
- K5 Homes, Inc. — all reported plans
- Ashland Village Cottages, Inc. Retirement Plan (plan 001)
- Ashland Village Cottages, Inc. — all reported plans
- Bloomsbury Blends, Inc. 401(K) Plan (plan 001)
- Bloomsbury Blends, Inc. — all reported plans
- Methodology
- Data sources