Plan5500

North Bend, 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, North Bend, OR has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $20,482,206 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
4
Latest filing year
2023

What stands out in North Bend

  • 5 loaded plans hold $20.5M in reported assets across 4 sponsors.
  • The largest, Ko-Kwel Enterprises 401(K) Plan, holds 76% of reported North Bend plan assets.
  • Plans cover 1,438 participants — about 288 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.5MSummed across loaded plans$20,481,156
Total reported assets$20.5M$20,482,206
Total reported participants1.4K1,438
Total reported liabilities$1.1K$1,050

Reported net position

Reported assets = net assets + liabilities (summed)$20.5M total assets
Net assets$20.5MLiabilities$1.1K
Contributions & income
Employer contributions$748.4K
Participant contributions$1.3M
Total income / additions$4.4M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.4M
Net increase / (decrease)$3M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for North Bend, 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

North Bend market comparison

Largest plan share of assets76%Ko-Kwel Enterprises 401(K) Plan
Participants per plan288Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in North Bend

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

  1. 1
    Ko-Kwel Enterprises 401(K) Plan$15.5M
    Coquille Economic Development Corporation · 2023
  2. 2
    Pahls Dentistry Pc 401(K) Profit Sharing Plan$4M
    Pahls Dentistry Pc · 2023
  3. 3
    The Critical Thinking Company 401(K) Plan$944K
    The Critical Thinking Co. · 2023
  4. 4
    Coquille Economic Development Corporationnot reported in the loaded dataset
    Coquille Economic Development Corporation · 2023
  5. 5
    Nasomah Health Groupnot reported in the loaded dataset
    Coquille Indian Tribe · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for North Bend, OR?
5 plan(s) reported by 4 sponsor(s) are loaded for North Bend, OR.

Related Form 5500 pages