How many Form 5500 benefit plans are loaded for Athena, OR?

1 plan(s) reported by 1 sponsor(s) are loaded for Athena, OR.

Athena, 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, Athena, OR has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,304,318 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Athena

1 loaded plans hold $1.3M in reported assets across 1 sponsors.
The largest, Diamond Eye Mfg. 401k Profit Sharing Plan & Trust, holds 100% of reported Athena plan assets.
Plans cover 24 participants — about 24 per plan.
100% 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$1.3MSummed across loaded plans$1,304,318

Total reported assets$1.3M$1,304,318

Total reported participants24

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.3M total assets

Net assets$1.3MLiabilities—

Contributions & income

Employer contributions$17.5K

Participant contributions$68.6K

Total income / additions$198.7K

Expenses & distributions

Benefits paid / distributions$116K

Total expenses$122.7K

Net increase / (decrease)$76K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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

Athena market comparison

Largest plan share of assets100%Diamond Eye Mfg. 401k Profit Sharing Plan & Trust

Participants per plan24Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Athena

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

1
Diamond Eye Mfg. 401k Profit Sharing Plan & Trust$1.3M
Diamond Eye Mfg. 401k Profit Sharing Plan & Trust · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Athena, OR?: 1 plan(s) reported by 1 sponsor(s) are loaded for Athena, OR.