Plan5500

Forest Grove, 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, Forest Grove, OR has 13 loaded benefit plan(s) reported by 11 plan sponsor(s), with $279,230,142 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
11
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$274.5MSummed across loaded plans$274,521,450
Total reported assets$279.2M$279,230,142
Total reported participants4.3K4,308
Total reported liabilities$4.7M$4,708,692

Reported net position

Reported assets = net assets + liabilities (summed)$279.2M total assets
Net assets$274.5MLiabilities$4.7M
Contributions & income
Employer contributions$6.1M
Participant contributions$6.4M
Total income / additions$51.7M
Expenses & distributions
Benefits paid / distributions$14.8M
Total expenses$15.2M
Net increase / (decrease)$36.5M

Data coverage

Plans with financial statements7 / 13 (54%)
Plans with provider compensation3 / 13 (23%)

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

Forest Grove market comparison

Largest plan share of assets78%Pacific University Section 403(B) Plan
Participants per plan331Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Forest Grove

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

  1. 1
    Pacific University Section 403(B) Plan$216.7M
    Pacific University · 2023
  2. 2
    Woodfold Employee Stock Ownership Plan$34.6M
    Woodfold Marco Manufacturing, Inc. · 2023
  3. 3
    Travis Companies Retirement Plan$17.8M
    Pacific Air Switch Corporation · 2023
  4. 4
    Mountain View Medical Center 401(K) Profit Sharing Plan And Trust$3.6M
    Timothy J. Gray D.O. LLC Dba Mountain View Medical Center · 2023
  5. 5
    Nova Products, Inc. 401(K) Plan$3.5M
    Nova Products, Inc. · 2023
  6. 6
    Masonic Grand Lodge Of Oregon 401(K) Retirement Plan$2.9M
    The Grand Lodge Of Af & Am Of Oregon · 2023
  7. 7
    Dupont Ventures Corp. Profit Sharing Plan$90.3K
    Dupont Ventures Corp. · 2023
  8. 8
    Pacific University Employee Benefits Plannot reported in the loaded dataset
    Pacific University · 2023
  9. 9
    Caring Places Management, LLC Welfare Benefit Plannot reported in the loaded dataset
    Caring Places Management, LLC · 2023
  10. 10
    Adelante Mujeres Ancillary Benefit Plannot reported in the loaded dataset
    Adelante Mujeres · 2023
  11. 11
    Old Trapper Smoked Products Inc Health & Welfare Benefit Plannot reported in the loaded dataset
    Old Trapper Smoked Products Inc · 2023
  12. 12
    Old Trapper Smoked Products Inc Health & Welfare Benefit Plannot reported in the loaded dataset
    Old Trapper Smoked Products Inc · 2023
  13. 13
    Parker Concrete, Inc. Employee Benefits Plannot reported in the loaded dataset
    Parker Concrete, Inc. · 2023

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

Related Form 5500 pages