Plan5500

Lincoln 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, Lincoln City, OR has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $23,093,226 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
4
Latest filing year
2023

What stands out in Lincoln City

  • 4 loaded plans hold $23.1M in reported assets across 4 sponsors.
  • The largest, Confederated Tribes Of Siletz Indians Enterprise 401k Retirement Plan, holds 69% of reported Lincoln City plan assets.
  • Plans cover 1,708 participants — about 427 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22.4MSummed across loaded plans$22,355,327
Total reported assets$23.1M$23,093,226
Total reported participants1.7K1,708
Total reported liabilities$737.9K$737,899

Reported net position

Reported assets = net assets + liabilities (summed)$23.1M total assets
Net assets$22.4MLiabilities$737.9K
Contributions & income
Employer contributions$7M
Participant contributions$1.3M
Total income / additions$11.9M
Expenses & distributions
Benefits paid / distributions$7.3M
Total expenses$7.9M
Net increase / (decrease)$4M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation2 / 4 (50%)

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

Lincoln City market comparison

Largest plan share of assets69%Confederated Tribes Of Siletz Indians Enterprise 401k Retirement Plan
Participants per plan427Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Lincoln City

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

  1. 1
    Confederated Tribes Of Siletz Indians Enterprise 401k Retirement Plan$15.9M
    Chinook Winds Casino · 2023
  2. 2
    Coho Benefits Of The Confederated Tribes Of Siletz Indians$6.7M
    Confederated Tribes Of Siletz Indians; Chinook Winds Casino Resort · 2023
  3. 3
    Inn At Spanish Head 401(K) Plan$514.4K
    4009 So. Highway 101, Inc. · 2023
  4. 4
    Kaizen Asset Management Health And Welfare Plannot reported in the loaded dataset
    Kaizen Asset Management, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages