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

2 plan(s) reported by 2 sponsor(s) are loaded for Carlton, OR.

Carlton, 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, Carlton, OR has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $35,050 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 2
Plan sponsors: 2
Latest filing year: 2023

What stands out in Carlton

2 loaded plans hold $35K in reported assets across 2 sponsors.
The largest, Gerke Enterprises, Inc. Retirement Plan, holds 100% of reported Carlton plan assets.
Plans cover 85 participants — about 43 per plan.
50% 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$35KSummed across loaded plans$35,050

Total reported assets$35K$35,050

Total reported participants85

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$35K total assets

Net assets$35KLiabilities—

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$0

Net increase / (decrease)-$49K

Data coverage

Plans with financial statements1 / 2 (50%)

Plans with provider compensation0 / 2 ()

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

Carlton market comparison

Largest plan share of assets100%Gerke Enterprises, Inc. Retirement Plan

Participants per plan43Average across loaded plans

Plan sponsors2

Ranked by reported assets

Largest loaded plans in Carlton

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

1
Gerke Enterprises, Inc. Retirement Plan$35K
Gerke Enterprises, Inc. · 2023
2
Visiting Media Welfare Benefit Plannot reported in the loaded dataset
Visitng Media · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Carlton, OR?: 2 plan(s) reported by 2 sponsor(s) are loaded for Carlton, OR.