Newberg, 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, Newberg, OR has 16 loaded benefit plan(s) reported by 13 plan sponsor(s), with $266,432,942 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $266,432,942
- Total reported liabilities (EOY)
- $21,695
- Total reported net assets (EOY)
- $266,411,247
Contributions & income
- Employer contributions
- $11,898,863
- Participant contributions
- $9,898,567
- Total income / additions
- $62,080,626
Expenses & distributions
- Benefits paid / distributions
- $22,363,564
- Total expenses
- $22,798,742
- Net increase / (decrease)
- $39,281,884
Coverage
- Total reported participants
- 4,543
- Plans with financial statements
- 11
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newberg, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| A-Dec, Inc. 401(K) Profit Sharing Retirement Plan | A-Dec, Inc. | $228,904,189 | 2023 |
| Climax Portable Machine Tools, Inc. Employee Savings Plan | Climax Portable Machine Tools, Inc. | $16,260,279 | 2023 |
| Dci 401(K) Profit Sharing Plan | Dci International, LLC | $9,551,267 | 2023 |
| George Packing Co Inc 401(K) Profit Sharing Plan & Trust | George Packing Co Inc | $4,579,680 | 2023 |
| The Tree Fort, Inc 401(K) Plan | The Tree Fort, Inc | $2,997,002 | 2023 |
| Wise Software Solutions, Inc. 401(K) Profit Sharing Plan | Wise Software Solutions, Inc. | $1,878,683 | 2023 |
| Jamie Cobb Pc 401(K) Profit Sharing Plan & Trust | Jamie Cobb Pc | $1,286,638 | 2023 |
| White Tail Transportation Services, Inc. Profit Sharing Plan | White Tail Transportation Services, Inc. | $548,976 | 2023 |
| Rooney Inc. 401(K) Plan | Rooney Inc. | $288,971 | 2023 |
| Roe Productions, Inc. Retirement Plan | Roe Productions, Inc. | $100,249 | 2023 |
| C.A. Cotta Corporation Retirement Plan | C.A. Cotta Corporation | $37,008 | 2023 |
| Dci International, LLC Wrap Plan | Dci International, LLC | not reported in the loaded dataset | 2023 |
| Ppm Technologies Holdings, LLC Health And Welfare Benefits Plan | Ppm Technologies Holdings, LLC | not reported in the loaded dataset | 2023 |
| Climax Welfare Benefit Plan | Climax Portable Machining & Welding Systems, Inc. | not reported in the loaded dataset | 2023 |
| A-Dec Inc. Welfare Benefits Plan | A-Dec, Inc. | not reported in the loaded dataset | 2023 |
| The Allison Inn And Spa Health And Welfare Plan | The Allison Inn And Spa | not reported in the loaded dataset | 2023 |
Largest plans in Newberg → · Newberg plans by participants → · Newberg plans with financial data → · Newberg plans with provider compensation → · $1B+ plans in Newberg →
Related Form 5500 pages
- All OR Form 5500 filings
- A-Dec, Inc. 401(K) Profit Sharing Retirement Plan (plan 001)
- A-Dec, Inc. — all reported plans
- Climax Portable Machine Tools, Inc. Employee Savings Plan (plan 002)
- Climax Portable Machine Tools, Inc. — all reported plans
- Dci 401(K) Profit Sharing Plan (plan 001)
- Dci International, LLC — all reported plans
- George Packing Co Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- George Packing Co Inc — all reported plans
- The Tree Fort, Inc 401(K) Plan (plan 001)
- The Tree Fort, Inc — all reported plans
- Wise Software Solutions, Inc. 401(K) Profit Sharing Plan (plan 001)
- Wise Software Solutions, Inc. — all reported plans
- Jamie Cobb Pc 401(K) Profit Sharing Plan & Trust (plan 001)
- Jamie Cobb Pc — all reported plans
- White Tail Transportation Services, Inc. Profit Sharing Plan (plan 001)
- White Tail Transportation Services, Inc. — all reported plans
- Rooney Inc. 401(K) Plan (plan 001)
- Rooney Inc. — all reported plans
- Roe Productions, Inc. Retirement Plan (plan 001)
- Roe Productions, Inc. — all reported plans
- C.A. Cotta Corporation Retirement Plan (plan 001)
- C.A. Cotta Corporation — all reported plans
- Dci International, LLC Wrap Plan (plan 502)
- Ppm Technologies Holdings, LLC Health And Welfare Benefits Plan (plan 501)
- Ppm Technologies Holdings, LLC — all reported plans
- Climax Welfare Benefit Plan (plan 501)
- A-Dec Inc. Welfare Benefits Plan (plan 501)
- Methodology
- Data sources