Plan5500

Canby, 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, Canby, OR has 12 loaded benefit plan(s) reported by 11 plan sponsor(s), with $62,920,788 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
11
Latest filing year
2023

What stands out in Canby

  • 12 loaded plans hold $62.9M in reported assets across 11 sponsors.
  • The largest, Wilson Construction Company 401(K) Profit Sharing Plan, holds 66% of reported Canby plan assets.
  • Plans cover 1,299 participants — about 108 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$62.8MSummed across loaded plans$62,836,647
Total reported assets$62.9M$62,920,788
Total reported participants1.3K1,299
Total reported liabilities$84.1K$84,141

Reported net position

Reported assets = net assets + liabilities (summed)$62.9M total assets
Net assets$62.8MLiabilities$84.1K
Contributions & income
Employer contributions$1.7M
Participant contributions$3.3M
Total income / additions$15.7M
Expenses & distributions
Benefits paid / distributions$4M
Total expenses$4.1M
Net increase / (decrease)$11.6M

Data coverage

Plans with financial statements9 / 12 (75%)
Plans with provider compensation2 / 12 (17%)

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

Canby market comparison

Largest plan share of assets66%Wilson Construction Company 401(K) Profit Sharing Plan
Participants per plan108Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Canby

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

  1. 1
    Wilson Construction Company 401(K) Profit Sharing Plan$41.4M
    Wilson Construction Company · 2023
  2. 2
    Hawksoft 401(K) Plan$8.3M
    Hawksoft, Inc. · 2023
  3. 3
    Shimadzu Usa Manufacturing, Inc. Retirement Plan$6.2M
    Shimadzu Usa Manufacturing, Inc. · 2023
  4. 4
    Premier Rps 401(K) Plan$4M
    Premier Retirement Services, Inc. · 2023
  5. 5
    Vata 401(K) Plan$1.6M
    Vata, Inc. · 2023
  6. 6
    S. R. Johnson Plumbing 401(K) Plan$856.7K
    S R Johnson Plumbing · 2023
  7. 7
    Patrick Family Retirement Plan$366.7K
    Patrick Family, Inc. · 2023
  8. 8
    Faelan Enterprises, Inc. 401(K) Profit Sharing Plan$192.5K
    Faelan Enterprises, Inc. · 2023
  9. 9
    V1 Enterprises Retirement Plan$26.5K
    V1 Enterprises, Inc. · 2023
  10. 10
    Shimadzu Usa Health And Welfarenot reported in the loaded dataset
    Shimadzu Usa Manufacturing Inc. · 2023
  11. 11
    Rose Agri Seed, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Rose Agri Seed, Inc. · 2023
  12. 12
    Ohana Ventures, LLC Health & Welfare Plannot reported in the loaded dataset
    Ohana Ventures, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Canby, OR?
12 plan(s) reported by 11 sponsor(s) are loaded for Canby, OR.

Related Form 5500 pages