Plan5500

Mill 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, Mill City, OR has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $11,186,313 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 Mill City

  • 2 loaded plans hold $11.2M in reported assets across 1 sponsors.
  • The largest, Frank Lumber Co., Inc. Retirement And Savings Plan, holds 100% of reported Mill City plan assets.
  • Plans cover 293 participants — about 147 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$11.2MSummed across loaded plans$11,186,313
Total reported assets$11.2M$11,186,313
Total reported participants293
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$11.2M total assets
Net assets$11.2MLiabilities—
Contributions & income
Employer contributions$529.6K
Participant contributions$243.7K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$449.7K

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 Mill 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

Mill City market comparison

Largest plan share of assets100%Frank Lumber Co., Inc. Retirement And Savings Plan
Participants per plan147Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Mill City

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

  1. 1
    Frank Lumber Co., Inc. Retirement And Savings Plan$11.2M
    Frank Lumber Co., Inc. · 2023
  2. 2
    Frank Lumber Co., Inc. Welfare Plannot reported in the loaded dataset
    Frank Lumber Co., Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages