Plan5500

Lowell, 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, Lowell, OR has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $12,331,954 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Lowell

  • 2 loaded plans hold $12.3M in reported assets across 1 sponsors.
  • The largest, Fall Creek Farm & Nursery, Inc. 401(K) Profit, holds 100% of reported Lowell plan assets.
  • Plans cover 344 participants — about 172 per plan.
  • 50% 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$12.3MSummed across loaded plans$12,331,954
Total reported assets$12.3M$12,331,954
Total reported participants344
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.3M total assets
Net assets$12.3MLiabilities$0
Contributions & income
Employer contributions$650.7K
Participant contributions$776K
Total income / additions$3.5M
Expenses & distributions
Benefits paid / distributions$5.3M
Total expenses$5.3M
Net increase / (decrease)-$1.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Lowell market comparison

Largest plan share of assets100%Fall Creek Farm & Nursery, Inc. 401(K) Profit
Participants per plan172Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Lowell

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

  1. 1
    Fall Creek Farm & Nursery, Inc. 401(K) Profit$12.3M
    Fall Creek Farm & Nursery, Inc. · 2023
  2. 2
    Fall Creek Farm And Nursery Welfare Benefit Plannot reported in the loaded dataset
    Fall Creek Farm And Nursery, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages