Plan5500

Florence, 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, Florence, OR has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $11,297,365 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
8
Latest filing year
2023

What stands out in Florence

  • 8 loaded plans hold $11.3M in reported assets across 8 sponsors.
  • The largest, Oregon Pacific Bank 401k Plan, holds 56% of reported Florence plan assets.
  • Plans cover 691 participants — about 86 per plan.
  • 88% of loaded plans report full Schedule H/I financial statements.
  • 13% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.3MSummed across loaded plans$11,296,993
Total reported assets$11.3M$11,297,365
Total reported participants691
Total reported liabilities$372

Reported net position

Reported assets = net assets + liabilities (summed)$11.3M total assets
Net assets$11.3MLiabilities$372
Contributions & income
Employer contributions$699.5K
Participant contributions$1.1M
Total income / additions$3.3M
Expenses & distributions
Benefits paid / distributions$374.4K
Total expenses$398.4K
Net increase / (decrease)$2.9M

Data coverage

Plans with financial statements7 / 8 (88%)
Plans with provider compensation1 / 8 (13%)

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

Florence market comparison

Largest plan share of assets56%Oregon Pacific Bank 401k Plan
Participants per plan86Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Florence

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

  1. 1
    Oregon Pacific Bank 401k Plan$6.3M
    Oregon Pacific Banking Co · 2023
  2. 2
    Ray E Wells, Inc 401(K) Profit Sharing Plan$2.5M
    Ray Wells, Inc · 2023
  3. 3
    Coast Real Estate, Inc. 401k Profit Sharing Plan$1M
    Coast Real Estate, Inc. · 2023
  4. 4
    Longhofer Enterprises Retirement Plan$527.1K
    Longhofer Enterprises, Inc. · 2023
  5. 5
    Olson Retreats Corporation 401(K) Plan$503.7K
    Olson Retreats Corporation · 2023
  6. 6
    Six-One Ventures Inc. Retirement Plan$369.8K
    Six-One Ventures Inc. · 2023
  7. 7
    Capt'N Meier'S Liquor Store Corporation 401(K) Plan$41.8K
    Capt'N Meier'S Liquor Store Corporation · 2023
  8. 8
    Three Rivers Casino Employee Welfare Benefit Plannot reported in the loaded dataset
    Three Rivers Casino & Hotel · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Florence, OR?
8 plan(s) reported by 8 sponsor(s) are loaded for Florence, OR.

Related Form 5500 pages