Plan5500

Brookings, 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, Brookings, OR has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $41,982,953 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Brookings

  • 4 loaded plans hold $42M in reported assets across 3 sponsors.
  • The largest, South Coast Lumber Co 401(K) Employees' Savings & Profit Sharing Plan, holds 99% of reported Brookings plan assets.
  • Plans cover 1,152 participants — about 288 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$42MSummed across loaded plans$41,982,953
Total reported assets$42M$41,982,953
Total reported participants1.2K1,152
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$42M total assets
Net assets$42MLiabilities$0
Contributions & income
Employer contributions$1.3M
Participant contributions$2.6M
Total income / additions$8.9M
Expenses & distributions
Benefits paid / distributions$4.7M
Total expenses$4.8M
Net increase / (decrease)$4M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Brookings market comparison

Largest plan share of assets99%South Coast Lumber Co 401(K) Employees' Savings & Profit Sharing Plan
Participants per plan288Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Brookings

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

  1. 1
    South Coast Lumber Co 401(K) Employees' Savings & Profit Sharing Plan$41.4M
    South Coast Lumber Co. · 2023
  2. 2
    Oregon Hydrangea Co Profit Sharing Plan Trust$365.3K
    Oregon Hydrangea Company · 2023
  3. 3
    Republic Industries Corporation 401(K) Plan$219.7K
    Republic Industries Corporation · 2023
  4. 4
    South Coast Lumber Employee Benefit Plannot reported in the loaded dataset
    South Coast Lumber Company · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages