Plan5500

Halsey, 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, Halsey, OR has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $15,083,509 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
1
Latest filing year
2023

What stands out in Halsey

  • 3 loaded plans hold $15.1M in reported assets across 1 sponsors.
  • The largest, Smith Seed Services 401(K) Retirement Plan, holds 100% of reported Halsey plan assets.
  • Plans cover 435 participants — about 145 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.1MSummed across loaded plans$15,083,509
Total reported assets$15.1M$15,083,509
Total reported participants435
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15.1M total assets
Net assets$15.1MLiabilities$0
Contributions & income
Employer contributions$328.1K
Participant contributions$574K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1.1M
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Halsey market comparison

Largest plan share of assets100%Smith Seed Services 401(K) Retirement Plan
Participants per plan145Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Halsey

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

  1. 1
    Smith Seed Services 401(K) Retirement Plan$15.1M
    Smith Seed Services, LLC · 2023
  2. 2
    Smith Seed Services Medical Plannot reported in the loaded dataset
    Smith Seed Services, LLC · 2023
  3. 3
    Smith Seed Services, LLC Dental Plannot reported in the loaded dataset
    Smith Seed Services, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Halsey, OR?
3 plan(s) reported by 1 sponsor(s) are loaded for Halsey, OR.

Related Form 5500 pages