Oregon City, 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, Oregon City, OR has 20 loaded benefit plan(s) reported by 18 plan sponsor(s), with $64,887,352 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 20
- Plan sponsors
- 18
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $64,887,352
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $64,887,352
Contributions & income
- Employer contributions
- $2,681,560
- Participant contributions
- $4,186,512
- Total income / additions
- $17,555,171
Expenses & distributions
- Benefits paid / distributions
- $6,585,635
- Total expenses
- $6,759,979
- Net increase / (decrease)
- $10,795,192
Coverage
- Total reported participants
- 2,682
- Plans with financial statements
- 17
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oregon City, 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 |
|---|---|---|---|
| Advantis Credit Union 401(K) Plan | Advantis Credit Union | $24,921,184 | 2023 |
| Benchmade Knife Co., Inc. Profit Sharing Plan | Benchmade Knife Co., Inc. | $21,512,563 | 2023 |
| Coffman Excavation, Inc. Union 401(K) Profit Sharing Plan | Coffman Excavation Inc. | $7,774,634 | 2023 |
| Bluestone Homes 401(K) Plan & Trust | Bluestone Homes, Incorporated | $2,981,814 | 2023 |
| Cascade Commodity Consulting, LLC 401(K) Profit Sharing Plan | Cascade Commodity Consulting, LLC | $2,446,224 | 2023 |
| Riverstone Enterprise, Inc. 401(K) Profit Sharing Plan | Riverstone Enterprises, Inc. | $1,794,051 | 2023 |
| Canyon Creek 401(K) Plan | Scot D. Bowles Dc, Pc | $1,014,985 | 2023 |
| Shadado, Inc. 401(K) Plan | Shadado, Inc. | $833,007 | 2023 |
| Jared Justice Attorney At Law,Pc 401k Plan | Jared Justice Attorney At Law Pc | $489,759 | 2023 |
| Standard Ventures 401k | Standard Ventures, Inc. | $434,624 | 2023 |
| Calem Medical, Inc. 401(K) Plan | Calem Medical ,Inc. | $207,671 | 2023 |
| Sign Grafx, Inc. 401(K) Profit Sharing Plan | Sign Grafx, Inc. | $162,904 | 2023 |
| K&B Business Partners, Inc. 401(K) Profit Sharing Plan | K&B Business Partners, Inc. | $126,470 | 2023 |
| The Inn Home For Boys 403(B) 7 Plan | The Inn Home For Boys | $94,152 | 2023 |
| Crisp Northwest Corporation 401(K) Profit Sharing Plan | Crisp Northwest Corporation | $75,718 | 2023 |
| George Talbot Heckman Iii 401(K) Profit Sharing Plan & Trust | George Talbot Heckman Iii | $17,592 | 2023 |
| Beauty Management Incorporated Employee Stock Ownership Plan | Beauty Management Inc Esop | $0 | 2023 |
| Advantis Credit Union Health And Welfare Plan | Advantis Credit Union | not reported in the loaded dataset | 2023 |
| Kaleafa Benefit Plan | Wwmp, LLC | not reported in the loaded dataset | 2023 |
| Benchmade Knife'S Health And Welfare Benefit Plan | Benchmade Knife Company, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Oregon City → · Oregon City plans by participants → · Oregon City plans with financial data → · Oregon City plans with provider compensation → · $1B+ plans in Oregon City →
Related Form 5500 pages
- All OR Form 5500 filings
- Advantis Credit Union 401(K) Plan (plan 002)
- Advantis Credit Union — all reported plans
- Benchmade Knife Co., Inc. Profit Sharing Plan (plan 001)
- Benchmade Knife Co., Inc. — all reported plans
- Coffman Excavation, Inc. Union 401(K) Profit Sharing Plan (plan 003)
- Coffman Excavation Inc. — all reported plans
- Bluestone Homes 401(K) Plan & Trust (plan 002)
- Bluestone Homes, Incorporated — all reported plans
- Cascade Commodity Consulting, LLC 401(K) Profit Sharing Plan (plan 001)
- Cascade Commodity Consulting, LLC — all reported plans
- Riverstone Enterprise, Inc. 401(K) Profit Sharing Plan (plan 001)
- Riverstone Enterprises, Inc. — all reported plans
- Canyon Creek 401(K) Plan (plan 001)
- Scot D. Bowles Dc, Pc — all reported plans
- Shadado, Inc. 401(K) Plan (plan 001)
- Shadado, Inc. — all reported plans
- Jared Justice Attorney At Law,Pc 401k Plan (plan 001)
- Jared Justice Attorney At Law Pc — all reported plans
- Standard Ventures 401k (plan 001)
- Standard Ventures, Inc. — all reported plans
- Calem Medical, Inc. 401(K) Plan (plan 001)
- Calem Medical ,Inc. — all reported plans
- Sign Grafx, Inc. 401(K) Profit Sharing Plan (plan 001)
- Sign Grafx, Inc. — all reported plans
- K&B Business Partners, Inc. 401(K) Profit Sharing Plan (plan 001)
- K&B Business Partners, Inc. — all reported plans
- The Inn Home For Boys 403(B) 7 Plan (plan 001)
- The Inn Home For Boys — all reported plans
- Crisp Northwest Corporation 401(K) Profit Sharing Plan (plan 001)
- Crisp Northwest Corporation — all reported plans
- Methodology
- Data sources