Plan5500

Junction City, 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, Junction City, OR has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $12,030,701 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Junction City

  • 4 loaded plans hold $12M in reported assets across 3 sponsors.
  • The largest, Dari-Mart Stores, Inc. And Affiliated Companies Employee Savings Plan, holds 68% of reported Junction City plan assets.
  • Plans cover 535 participants — about 134 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12MSummed across loaded plans$12,018,706
Total reported assets$12M$12,030,701
Total reported participants535
Total reported liabilities$12K$11,995

Reported net position

Reported assets = net assets + liabilities (summed)$12M total assets
Net assets$12MLiabilities$12K
Contributions & income
Employer contributions$197.3K
Participant contributions$511.6K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$655.8K
Total expenses$742.1K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Junction City market comparison

Largest plan share of assets68%Dari-Mart Stores, Inc. And Affiliated Companies Employee Savings Plan
Participants per plan134Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Junction City

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

  1. 1
    Dari-Mart Stores, Inc. And Affiliated Companies Employee Savings Plan$8.2M
    Dari-Mart Stores, Inc. · 2023
  2. 2
    Bob Dickman Tire Center Profit Sharing Plan$3.1M
    Bob Dickman Tire Center, Inc. · 2023
  3. 3
    Ran Logistics 401(K) Plan$773.3K
    Ran Logistics Inc · 2023
  4. 4
    Dari-Mart Stores, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Dari-Mart Stores, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages