Philomath, 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, Philomath, OR has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $2,254,965 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,254,965
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $2,254,965
Contributions & income
- Employer contributions
- $160,198
- Participant contributions
- $121,544
- Total income / additions
- $880,151
Expenses & distributions
- Benefits paid / distributions
- $191,870
- Total expenses
- $206,044
- Net increase / (decrease)
- $674,107
Coverage
- Total reported participants
- 270
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Philomath, 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 |
|---|---|---|---|
| People Sustaining Kings Valley 403(B) Plan | People Sustaining Kings Valley | $1,472,631 | 2023 |
| Tomorrows Dream, Inc. 401(K) Plan | Tomorrows Dream, Inc. | $428,566 | 2023 |
| Zirconium Research Corp 401(K) Profit Sharing Plan | Zirconium Research Corp | $353,768 | 2023 |
| Miller Timber Services, Inc. Health & Welfare Benefit Plan | Miller Timber Services, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Philomath → · Philomath plans by participants → · Philomath plans with financial data → · Philomath plans with provider compensation → · $1B+ plans in Philomath →
Related Form 5500 pages
- All OR Form 5500 filings
- People Sustaining Kings Valley 403(B) Plan (plan 001)
- People Sustaining Kings Valley — all reported plans
- Tomorrows Dream, Inc. 401(K) Plan (plan 001)
- Tomorrows Dream, Inc. — all reported plans
- Zirconium Research Corp 401(K) Profit Sharing Plan (plan 001)
- Zirconium Research Corp — all reported plans
- Miller Timber Services, Inc. Health & Welfare Benefit Plan (plan 501)
- Miller Timber Services, Inc. — all reported plans
- Methodology
- Data sources