Plan5500

Oak Grove, 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, Oak Grove, OR has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $111,048 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
2
Latest filing year
2023

What stands out in Oak Grove

  • 2 loaded plans hold $111K in reported assets across 2 sponsors.
  • The largest, Cromagnon Ventures Inc 401(K) Plan, holds 100% of reported Oak Grove plan assets.
  • Plans cover 137 participants — about 69 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$111KSummed across loaded plans$111,048
Total reported assets$111K$111,048
Total reported participants137
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$111K total assets
Net assets$111KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$111.2K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$135
Net increase / (decrease)$111K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oak Grove, 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

Oak Grove market comparison

Largest plan share of assets100%Cromagnon Ventures Inc 401(K) Plan
Participants per plan69Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Oak Grove

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

  1. 1
    Cromagnon Ventures Inc 401(K) Plan$111K
    Cromagnon Ventures Inc · 2023
  2. 2
    Embold Federal Credit Union Employee Benefits Plannot reported in the loaded dataset
    Embold Federal Credit Union · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages