Grants Pass, 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, Grants Pass, OR has 45 loaded benefit plan(s) reported by 31 plan sponsor(s), with $174,205,432 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 45
- Plan sponsors
- 31
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $174,205,432
- Total reported liabilities (EOY)
- $54,454
- Total reported net assets (EOY)
- $174,150,978
Contributions & income
- Employer contributions
- $8,656,845
- Participant contributions
- $15,301,959
- Total income / additions
- $47,513,727
Expenses & distributions
- Benefits paid / distributions
- $13,564,113
- Total expenses
- $14,252,376
- Net increase / (decrease)
- $33,261,351
Coverage
- Total reported participants
- 27,754
- Plans with financial statements
- 26
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Grants Pass, 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 |
|---|---|---|---|
| Grants Pass Clinic 401(K) & Profit Sharing Plan | Grants Pass Clinic, L.L.P. | $25,384,256 | 2023 |
| Dutch Bros 401(K) Plan | Dutch Mafia, LLC | $20,806,728 | 2023 |
| Allcare Health 401(K) Plan | Allcare Management Services, LLC | $15,496,969 | 2023 |
| Siskiyou Community Health Center, Inc. 403(B) Plan | Siskiyou Community Health Center | $13,968,692 | 2023 |
| Fire Mountain Gems & Beads Inc 401k Plan | Fire Mountain Gems & Beads Inc | $12,895,032 | 2023 |
| Rever Grand LLC 401(K) Profit Sharing Plan & Trust | Rever Grand LLC | $12,553,129 | 2023 |
| Andretti Petroleum Group Retirement Savings Plan | Andretti Group | $11,153,432 | 2023 |
| David F. Young, M.D., P.C. 401(K) Profit Sharing Plan & Trust | David F Young Md Pc | $10,625,836 | 2023 |
| Met One Instruments, Inc. Consolidated Profit Sharing Plan | Met One Instruments, Inc. | $9,318,121 | 2023 |
| Womens Health Center Of Southe 401(K) Profit Sharing Plan & Trust | Womens Health Center Of Southe | $8,520,030 | 2023 |
| Copeland Enterprises Profit Sharing Plan | Copeland Sand & Gravel Inc | $5,850,528 | 2023 |
| Mini Pet Mart, Inc. 401k Profit Sharing Plan | Mini Pet Mart, Inc. | $5,327,133 | 2023 |
| Platinum Financial, LLC 401(K) Plan | Platinum Financial, LLC | $3,200,108 | 2023 |
| Jantzer & Sons Logging, Inc. 401k Profit Sharing Plan Trust | Jantzer & Sons Logging, Inc. | $2,942,429 | 2023 |
| Eastwood Homes LLC 401(K) Profit Sharing Plan & Trust | Eastwood Homes LLC | $2,744,676 | 2023 |
| Kairos 401(K) Profit Sharing Plan | Kairos Northwest | $2,308,827 | 2023 |
| Gppm/221 401(K) Plan | P Squared Inc | $2,297,841 | 2023 |
| Southern Oregon Aspire Inc 403(B) Plan | Southern Oregon Aspire Inc | $1,904,724 | 2023 |
| Grants Pass Surgical Associates P C 401k Profit Sharing Plan & Trust | Grants Pass Surgical Associates Pc | $1,758,607 | 2023 |
| Grants Pass Podiatry Profit Sharing Plan | Grants Pass Podiatry | $1,721,676 | 2023 |
| Premier Community Supports LLC 401(K) Profit Sharing Plan & Trust | Premier Community Supports LLC | $1,472,464 | 2023 |
| Tatom Ventures, Inc. Dba The Key Man Pension Transfer Trust Plan | Tatom Ventures, Inc. Dba The Key Man | $1,247,810 | 2023 |
| Now And Zen, Inc 401(K) Plan | Now And Zen, Inc | $642,296 | 2023 |
| Charzee Inc 401(K) Plan | Charzee Inc | $41,897 | 2023 |
| Smithey Inc. 401(K) Plan | Smithey Inc. | $22,191 | 2023 |
Largest plans in Grants Pass → · Grants Pass plans by participants → · Grants Pass plans with financial data → · Grants Pass plans with provider compensation → · $1B+ plans in Grants Pass →
Related Form 5500 pages
- All OR Form 5500 filings
- Grants Pass Clinic 401(K) & Profit Sharing Plan (plan 001)
- Grants Pass Clinic, L.L.P. — all reported plans
- Dutch Bros 401(K) Plan (plan 001)
- Dutch Mafia, LLC — all reported plans
- Allcare Health 401(K) Plan (plan 001)
- Allcare Management Services, LLC — all reported plans
- Siskiyou Community Health Center, Inc. 403(B) Plan (plan 001)
- Siskiyou Community Health Center — all reported plans
- Fire Mountain Gems & Beads Inc 401k Plan (plan 001)
- Fire Mountain Gems & Beads Inc — all reported plans
- Rever Grand LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Rever Grand LLC — all reported plans
- Andretti Petroleum Group Retirement Savings Plan (plan 001)
- Andretti Group — all reported plans
- David F. Young, M.D., P.C. 401(K) Profit Sharing Plan & Trust (plan 002)
- David F Young Md Pc — all reported plans
- Met One Instruments, Inc. Consolidated Profit Sharing Plan (plan 002)
- Met One Instruments, Inc. — all reported plans
- Womens Health Center Of Southe 401(K) Profit Sharing Plan & Trust (plan 001)
- Womens Health Center Of Southe — all reported plans
- Copeland Enterprises Profit Sharing Plan (plan 001)
- Copeland Sand & Gravel Inc — all reported plans
- Mini Pet Mart, Inc. 401k Profit Sharing Plan (plan 001)
- Mini Pet Mart, Inc. — all reported plans
- Platinum Financial, LLC 401(K) Plan (plan 001)
- Platinum Financial, LLC — all reported plans
- Jantzer & Sons Logging, Inc. 401k Profit Sharing Plan Trust (plan 001)
- Jantzer & Sons Logging, Inc. — all reported plans
- Eastwood Homes LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Eastwood Homes LLC — all reported plans
- Methodology
- Data sources