Newport, 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, Newport, OR has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $18,412,425 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $18,412,425
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $18,412,425
Contributions & income
- Employer contributions
- $492,583
- Participant contributions
- $517,324
- Total income / additions
- $3,383,369
Expenses & distributions
- Benefits paid / distributions
- $1,842,627
- Total expenses
- $1,872,798
- Net increase / (decrease)
- $1,510,571
Coverage
- Total reported participants
- 307
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newport, 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 |
|---|---|---|---|
| Oregon Coast Bancshares, Inc. 401(K) And Employee Stock Ownership Plan | Oregon Coast Bancshares, Inc. | $7,565,133 | 2023 |
| Newport-Waldport Acquisition Corp. 401(K) Plan | Newport-Waldport Acquisition Corp. | $7,201,431 | 2023 |
| Oregon Coast Aquarium Retirement Plan | Oregon Coast Aquarium, Inc. | $3,603,206 | 2023 |
| Dreaming Genie 401k | The Dreaming Genie, Inc. | $42,655 | 2023 |
| Oregon Brewing Company Dba Rogue Ales & Spirits Group Benefits Plan | Oregon Brewing Company Dba Rogue Ales & Spirits | not reported in the loaded dataset | 2023 |
Largest plans in Newport → · Newport plans by participants → · Newport plans with financial data → · Newport plans with provider compensation → · $1B+ plans in Newport →
Related Form 5500 pages
- All OR Form 5500 filings
- Oregon Coast Bancshares, Inc. 401(K) And Employee Stock Ownership Plan (plan 001)
- Oregon Coast Bancshares, Inc. — all reported plans
- Newport-Waldport Acquisition Corp. 401(K) Plan (plan 001)
- Newport-Waldport Acquisition Corp. — all reported plans
- Oregon Coast Aquarium Retirement Plan (plan 001)
- Oregon Coast Aquarium, Inc. — all reported plans
- Dreaming Genie 401k (plan 001)
- The Dreaming Genie, Inc. — all reported plans
- Oregon Brewing Company Dba Rogue Ales & Spirits Group Benefits Plan (plan 502)
- Oregon Brewing Company Dba Rogue Ales & Spirits — all reported plans
- Methodology
- Data sources