Clackamas, 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, Clackamas, OR has 36 loaded benefit plan(s) reported by 30 plan sponsor(s), with $221,522,247 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 36
- Plan sponsors
- 30
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $221,522,247
- Total reported liabilities (EOY)
- $5,866,289
- Total reported net assets (EOY)
- $215,655,958
Contributions & income
- Employer contributions
- $8,633,855
- Participant contributions
- $16,997,305
- Total income / additions
- $60,828,107
Expenses & distributions
- Benefits paid / distributions
- $30,361,223
- Total expenses
- $31,317,719
- Net increase / (decrease)
- $29,510,388
Coverage
- Total reported participants
- 10,590
- Plans with financial statements
- 25
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Clackamas, 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 |
|---|---|---|---|
| Pacific Seafood Group 401(K) Profit Sharing Plan | Dulcich, Inc. Dba Pacific Seafood Group | $101,109,787 | 2023 |
| International Building Materials, LLC 401(K) Retirement Plan | International Building Materials, LLC | $15,074,413 | 2023 |
| Oregon Beverage Recycling Coop 401k Plan | Oregon Beverage Recycling Cooperative | $14,378,988 | 2023 |
| Botsford & Goodfellow, Inc. Amended And Restated Profit Sharing Plan | Botsford & Goodfellow, Inc. | $14,172,067 | 2023 |
| Structured Communication Systems 401(K) Plan | Structured Communication Systems, Inc. | $12,708,407 | 2023 |
| Generations LLC 401(K) Profit Sharing Plan & Trust | Generations LLC | $8,413,909 | 2023 |
| Toyota Lift Northwest 401(K) Plan | Toyota Tsusho Material Handling America, Inc | $8,346,377 | 2023 |
| Pnw Metal Recycling, Inc Profit Sharing Plan | Pnw Metal Recycling, Inc | $7,498,785 | 2023 |
| General Sheet Metal Employee Stock Ownership Plan | General Sheet Metal Works, Inc. | $5,693,032 | 2023 |
| Space Age Fuel, Inc. Profit Sharing 401(K) Plan | Space Age Fuel, Inc. | $5,126,270 | 2023 |
| Marion Construction Company 401(K) Profit Sharing Plan | Marion Construction Company | $4,830,381 | 2023 |
| Apache Camping Center Inc 401(K) Profit Sharing Plan & Trust | Apache Camping Center Inc | $4,684,659 | 2023 |
| Brooke Hikade Wyatt Dmd LLC 401(K) Profit Sharing Plan | Brooke Hikade Wyatt Dmd LLC | $4,306,271 | 2023 |
| Beemer, Smith, Munro & Co., Llp Employees' Savings Plan | Bsm Cpa Group, LLC | $3,784,134 | 2023 |
| Wyld 401(K) Plan | Northwest Commonwealth LLC | $2,682,036 | 2023 |
| Sirv, Inc. Retirement Plan | Sirv, Inc. | $2,064,546 | 2023 |
| Space Age Fuel, Inc. Cash Balance Plan | Space Age Fuel, Inc. | $1,750,532 | 2023 |
| Bart'S Shoe Corporation 401(K) Profit Sharing Plan | Bart'S Shoe Corporation | $1,656,639 | 2023 |
| Eastmoreland Ear Nose And Thro 401(K) Profit Sharing Plan & Trust | Eastmoreland Ear Nose And Thro | $1,447,872 | 2023 |
| Grimes Auto Care, Inc. 401k Profit Sharing Plan | Grimes Auto Care, Inc. | $862,160 | 2023 |
| Rieder Corp. 401(K) Profit Sharing Plan | Rieder Corp. | $596,524 | 2023 |
| Institute For Equity & Inclusion Sciences 401(K) Plan | Institute For Equity & Inclusion Sciences | $165,396 | 2023 |
| Msem, Inc. 401(K) Plan | Msem, Inc. | $101,466 | 2023 |
| Bkr Trading Retirement Plan | Bkr Trading, Inc. | $67,596 | 2023 |
| Trillium Us, Inc. 401(K) Profit Sharing Plan And Trust | Trillium Us, Inc. | $0 | 2023 |
Largest plans in Clackamas → · Clackamas plans by participants → · Clackamas plans with financial data → · Clackamas plans with provider compensation → · $1B+ plans in Clackamas →
Related Form 5500 pages
- All OR Form 5500 filings
- Pacific Seafood Group 401(K) Profit Sharing Plan (plan 002)
- Dulcich, Inc. Dba Pacific Seafood Group — all reported plans
- International Building Materials, LLC 401(K) Retirement Plan (plan 001)
- International Building Materials, LLC — all reported plans
- Oregon Beverage Recycling Coop 401k Plan (plan 001)
- Oregon Beverage Recycling Cooperative — all reported plans
- Botsford & Goodfellow, Inc. Amended And Restated Profit Sharing Plan (plan 001)
- Botsford & Goodfellow, Inc. — all reported plans
- Structured Communication Systems 401(K) Plan (plan 001)
- Structured Communication Systems, Inc. — all reported plans
- Generations LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Generations LLC — all reported plans
- Toyota Lift Northwest 401(K) Plan (plan 001)
- Toyota Tsusho Material Handling America, Inc — all reported plans
- Pnw Metal Recycling, Inc Profit Sharing Plan (plan 001)
- Pnw Metal Recycling, Inc — all reported plans
- General Sheet Metal Employee Stock Ownership Plan (plan 004)
- General Sheet Metal Works, Inc. — all reported plans
- Space Age Fuel, Inc. Profit Sharing 401(K) Plan (plan 001)
- Space Age Fuel, Inc. — all reported plans
- Marion Construction Company 401(K) Profit Sharing Plan (plan 001)
- Marion Construction Company — all reported plans
- Apache Camping Center Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Apache Camping Center Inc — all reported plans
- Brooke Hikade Wyatt Dmd LLC 401(K) Profit Sharing Plan (plan 001)
- Brooke Hikade Wyatt Dmd LLC — all reported plans
- Beemer, Smith, Munro & Co., Llp Employees' Savings Plan (plan 002)
- Bsm Cpa Group, LLC — all reported plans
- Wyld 401(K) Plan (plan 001)
- Northwest Commonwealth LLC — all reported plans
- Methodology
- Data sources