Mt Hood, 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, Mt Hood, OR has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $10,499,049 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
1
Latest filing year
2023

What stands out in Mt Hood

  • 3 loaded plans hold $10.5M in reported assets across 1 sponsors.
  • The largest, Mt. Hood Meadows Oreg., LLC 401(K) Savings Plan, holds 100% of reported Mt Hood plan assets.
  • Plans cover 509 participants — about 170 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.5MSummed across loaded plans$10,499,049
Total reported assets$10.5M$10,499,049
Total reported participants509
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.5M total assets
Net assets$10.5MLiabilities$0
Contributions & income
Employer contributions$143K
Participant contributions$480K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1.1M
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Mt Hood market comparison

Largest plan share of assets100%Mt. Hood Meadows Oreg., LLC 401(K) Savings Plan
Participants per plan170Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Mt Hood

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

  1. 1
    Mt. Hood Meadows Oreg., LLC · 2023
  2. 2
    Mt. Hood Meadows Health Plannot reported in the loaded dataset
    Mt. Hood Meadows Oreg., LLC · 2023
  3. 3
    Mt. Hood Meadows Employees Assistance Program Plannot reported in the loaded dataset
    Mt. Hood Meadows Oreg., LLC · 2023

What to inspect next

Frequently asked questions

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

Related Form 5500 pages