Plan5500

Gresham, 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, Gresham, OR has 13 loaded benefit plan(s) reported by 12 plan sponsor(s), with $39,391,947 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
12
Latest filing year
2023

What stands out in Gresham

  • 13 loaded plans hold $39.4M in reported assets across 12 sponsors.
  • The largest, Imperial Brown, Inc. Employee Stock Ownership Plan, holds 56% of reported Gresham plan assets.
  • Plans cover 1,264 participants — about 97 per plan.
  • 62% of loaded plans report full Schedule H/I financial statements.
  • 8% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$39.4MSummed across loaded plans$39,391,947
Total reported assets$39.4M$39,391,947
Total reported participants1.3K1,264
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$39.4M total assets
Net assets$39.4MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$974.3K
Total income / additions$12.4M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.2M
Net increase / (decrease)$10.2M

Data coverage

Plans with financial statements8 / 13 (62%)
Plans with provider compensation1 / 13 (8%)

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

Gresham market comparison

Largest plan share of assets56%Imperial Brown, Inc. Employee Stock Ownership Plan
Participants per plan97Average across loaded plans
Plan sponsors12
Ranked by reported assets

Largest loaded plans in Gresham

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

  1. 1
    Imperial Brown, Inc. Employee Stock Ownership Plan$21.9M
    Imperial Brown, Inc. · 2023
  2. 2
    Weston Buick Gmc, Inc. 401(K) Plan$10.6M
    Weston Buick Gmc, Inc. · 2023
  3. 3
    Mth Clinic, P. C. 401(K) Plan$3.1M
    Mth Clinic, P.C. · 2023
  4. 4
    Kent Bickmore Inc 401(K) Profit Sharing Plan & Trust$2.3M
    Kent Bickmore Inc · 2023
  5. 5
    Michael Mckeel Dmd Retirement Plan$840.9K
    Michael L Mckeel · 2023
  6. 6
    Rally Vending, Inc. 401(K) Profit Sharing Plan$315.1K
    Rally Vending, Inc. · 2023
  7. 7
    Hmc Fitness Inc. 401(K) Plan$259.9K
    Hmc Fitness Inc. · 2023
  8. 8
    Trac Entertaiment, Inc. 401(K) Plan$0
    Trac Entertaiment, Inc. · 2023
  9. 9
    Nile Living Health And Welfare Benefitsnot reported in the loaded dataset
    Nile Living · 2023
  10. 10
    Weston Buick Gmc, Inc Welfare Benefit Plannot reported in the loaded dataset
    Weston Buick Gmc, Inc · 2023
  11. 11
    Scenic Fruit Company Health And Welfare Plannot reported in the loaded dataset
    Scenic Fruit Company · 2023
  12. 12
    Grow Developmental Disability Solutions LLC Health & Welfare Benefit Plannot reported in the loaded dataset
    Grow Developmental Disability Solutions · 2023
  13. 13
    Out Of The Box Solutions LLC Health & Welfare Benefit Plannot reported in the loaded dataset
    Out Of The Box Solutions LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Gresham, OR?
13 plan(s) reported by 12 sponsor(s) are loaded for Gresham, OR.

Related Form 5500 pages