Plan5500

Harrisburg, 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, Harrisburg, OR has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $3,138,214 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Harrisburg

  • 1 loaded plans hold $3.1M in reported assets across 1 sponsors.
  • The largest, Sherman Bros. 401(K) Plan, holds 100% of reported Harrisburg plan assets.
  • Plans cover 165 participants — about 165 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.1MSummed across loaded plans$3,135,673
Total reported assets$3.1M$3,138,214
Total reported participants165
Total reported liabilities$2.5K$2,541

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities$2.5K
Contributions & income
Employer contributionsNot reported
Participant contributions$179.2K
Total income / additions$487.5K
Expenses & distributions
Benefits paid / distributions$465.3K
Total expenses$499.4K
Net increase / (decrease)-$11.9K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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

Harrisburg market comparison

Largest plan share of assets100%Sherman Bros. 401(K) Plan
Participants per plan165Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Harrisburg

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

  1. 1
    Sherman Bros. 401(K) Plan$3.1M
    Sherman Bros. Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages