Mcminnville, 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, Mcminnville, OR has 18 loaded benefit plan(s) reported by 14 plan sponsor(s), with $225,963,310 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
18
Plan sponsors
14
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$225,963,310
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$225,963,310

Contributions & income

Employer contributions
$4,217,565
Participant contributions
$7,931,872
Total income / additions
$44,769,786

Expenses & distributions

Benefits paid / distributions
$21,371,220
Total expenses
$21,648,844
Net increase / (decrease)
$23,120,942

Coverage

Total reported participants
5,171
Plans with financial statements
13
Plans with provider compensation
8

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

Largest loaded plans by reported assets

Largest loaded plans in Mcminnville, OR
PlanSponsorReported assets (EOY)Year
Linfield University Defined Contribtuion Retirement PlanLinfield University$126,890,3112023
Oregon Mutual Insurance Company 401(K) Retirement PlanOregon Mutual Insurance Company$41,876,1302023
Physicians' Medical Center, P.C. 401(K) Profit Sharing Plan & TrustPhysicians' Medical Center, P.C.$17,073,8892023
Andrews Cooper Technology, Inc 401(K) Retirement PlanAndrews Cooper Technology, Inc.$14,466,3242023
The Springs Living 401(K) Retirement PlanThe Springs Living, LLC$9,033,3102023
Precision Analytical, Inc. 401(K) PlanPrecision Analytical, Inc.$4,584,8282023
World Class Technology 401(K) PlanWorld Class Technology Corporation$4,062,2772023
Mv Advancements Profit Sharing PlanMv Advancements$3,518,4962023
Mckenzie Duncan Johns, Cpas, LLC Retirement PlanMckenzie Duncan Johns, Cpas, LLC$2,563,8262023
High Heaven Timberlands, Inc. Profit Sharing PlanHigh Heaven Timberlands, Inc.$1,245,1402023
Jmae Corp 401(K) PlanJmae Corp.$335,0472023
Finishing Touch Concrete, Inc. 401 (K) Retirement PlanFinishing Touch Concrete, Inc. 401k Reti$271,3242023
High Heaven, Inc. 401(K) PlanHigh Heaven, Inc.$42,4082023
Linfield University Employee Benefits PlanLinfield Universitynot reported in the loaded dataset2023
Oregon Mutual Insurance Company Welfare Benefits PlanOregon Mutual Insurance Companynot reported in the loaded dataset2023
World Class Technology Health And Welfare PlanWorld Class Technologynot reported in the loaded dataset2023
Robinson Nursery, Inc. Employee Benefits PlanRobinson Nursery, Inc.not reported in the loaded dataset2023
The Springs Living, LLC Wrap Benefit PlanThe Springs Living, LLCnot reported in the loaded dataset2023

Related Form 5500 pages