Plan5500

Fairview, 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, Fairview, OR has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $200,063,458 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$199.9MSummed across loaded plans$199,872,568
Total reported assets$200.1M$200,063,458
Total reported participants1.8K1,835
Total reported liabilities$190.9K$190,890

Reported net position

Reported assets = net assets + liabilities (summed)$200.1M total assets
Net assets$199.9MLiabilities$190.9K
Contributions & income
Employer contributions$4.2M
Participant contributions$6.9M
Total income / additions$44.9M
Expenses & distributions
Benefits paid / distributions$26.8M
Total expenses$27.2M
Net increase / (decrease)$17.6M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation2 / 6 (33%)

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

Fairview market comparison

Largest plan share of assets92%Cascade Corporation Savings And Investment Plan
Participants per plan306Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Fairview

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

  1. 1
    Cascade Corporation Savings And Investment Plan$184.3M
    Cascade Corporation · 2023
  2. 2
    Moore Excavation Inc. Retirement Plan$11.3M
    Moore Excavation, Inc. · 2023
  3. 3
    Nw Salvage Inc. 401(K) Plan$3.1M
    Nw Salvage Inc. · 2023
  4. 4
    Susan Jane Hoyez, Cpa 401k Profit Sharing Plan And Trust$1.4M
    Susan Jane Hoyez, Cpa · 2023
  5. 5
    Moore Excavation, Inc. Employee Benefits Plannot reported in the loaded dataset
    Moore Excavation, Inc. · 2023
  6. 6
    Townsend Farms Health Plannot reported in the loaded dataset
    Townsend Farms, Inc. · 2023

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

Related Form 5500 pages