Plan5500

Happy Valley, 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, Happy Valley, OR has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $2,122,366 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 Happy Valley

  • 8 loaded plans hold $2.1M in reported assets across 8 sponsors.
  • The largest, Mike & Steph, Inc. 401(K) Plan, holds 37% of reported Happy Valley plan assets.
  • Plans cover 29 participants — about 4 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.1MSummed across loaded plans$2,122,366
Total reported assets$2.1M$2,122,366
Total reported participants29
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.1M total assets
Net assets$2.1MLiabilities—
Contributions & income
Employer contributions$21.3K
Participant contributions$81.9K
Total income / additions$440.4K
Expenses & distributions
Benefits paid / distributions$295.7K
Total expenses$295.7K
Net increase / (decrease)$144.7K

Data coverage

Plans with financial statements8 / 8 (100%)
Plans with provider compensation0 / 8 ()

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

Happy Valley market comparison

Largest plan share of assets37%Mike & Steph, Inc. 401(K) Plan
Participants per plan4Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Happy Valley

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

  1. 1
    Mike & Steph, Inc. 401(K) Plan$792.7K
    Mike & Steph, Inc. · 2023
  2. 2
    Cramer Consulting, Inc. 401(K) Retirement Plan$694.6K
    Cramer Consulting, Inc. · 2023
  3. 3
    Garland & Garland Inc. Retirement Plan$154.9K
    Garland & Garland Inc. · 2023
  4. 4
    Pacific Nw Sales Co Of Oregon 401(K) Plan$149.5K
    Pacific Nw Sales Co Of Oregon 401k Plan · 2023
  5. 5
    Marcasha'S Bricks, Inc. 401(K) Plan$147.3K
    Marcasha'S Bricks, Inc. · 2023
  6. 6
    Shiny Floors, Inc. Retirement Plan$135K
    Shiny Floors, Inc. · 2023
  7. 7
    River City Subs, Inc. 401k Profit Sharing Plan$32K
    River City Subs, Inc. · 2023
  8. 8
    Jordi X. Kellogg, Md, Pc Profit Sharing Plan$16.3K
    Jordi X. Kellogg, Md, Pc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages