Portland, 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, Portland, OR has 1,007 loaded benefit plan(s) reported by 649 plan sponsor(s), with $177,116,995,085 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 1,007
- Plan sponsors
- 649
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $177,116,995,085
- Total reported liabilities (EOY)
- $1,405,812,923
- Total reported net assets (EOY)
- $175,712,181,603
Contributions & income
- Employer contributions
- $2,180,752,382
- Participant contributions
- $1,311,968,704
- Total income / additions
- $25,992,416,606
Expenses & distributions
- Benefits paid / distributions
- $4,167,527,170
- Total expenses
- $4,584,755,074
- Net increase / (decrease)
- $21,407,661,532
Coverage
- Total reported participants
- 769,912
- Plans with financial statements
- 665
- Plans with provider compensation
- 397
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Portland, 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 |
|---|---|---|---|
| Morley Stable Value Fund | Principal Global Investors Trust Company | $12,814,685,138 | 2023 |
| Separate Account A | Standard Insurance Company | $10,254,468,546 | 2023 |
| Principal Lifetime Hybrid 2030 Cit | Principal Global Investors Trust Company | $10,120,094,658 | 2023 |
| Diversified International Equity Fund | Principal Global Investors Trust Company | $9,344,700,517 | 2023 |
| Principal Lifetime Hybrid 2040 Cit | Principal Global Investors Trust Company | $9,013,470,817 | 2023 |
| Principal Lifetime Hybrid 2035 Cit | Principal Global Investors Trust Company | $7,557,290,940 | 2023 |
| Principal Lifetime Hybrid 2050 Cit | Principal Global Investors Trust Company | $7,059,376,914 | 2023 |
| Principal Lifetime Hybrid 2045 Cit | Principal Global Investors Trust Company | $6,303,543,186 | 2023 |
| Principal Stable Value Fund | Principal Global Investors Trust Company | $6,159,570,585 | 2023 |
| Principal Lifetime Hybrid 2025 Cit | Principal Global Investors Trust Company | $5,977,187,176 | 2023 |
| Principal Lifetime Hybrid 2055 Cit | Principal Global Investors Trust Company | $4,045,033,775 | 2023 |
| Morley Income Fund Iii | Principal Global Investors Trust Company | $3,707,720,486 | 2023 |
| Principal Lifetime Hybrid 2020 Cit | Principal Global Investors Trust Company | $3,390,721,751 | 2023 |
| Daimler Truck North America LLC Master Savings Plan Trust | Daimler Truck North America L.L.C. | $2,797,079,870 | 2023 |
| Morley Stable Income Bond Fund | Principal Global Investors Trust Company | $2,626,098,615 | 2023 |
| Principal Lifetime Hybrid 2060 Cit | Principal Global Investors Trust Company | $2,354,770,700 | 2023 |
| Daimler Truck North America, L.L.C. Employee Retirement Savings Plan | Daimler Truck North America, L.L.C. | $2,354,402,812 | 2023 |
| International Brotherhood Of Electrical Workers District No.9 Pension Plan | Board Of Trustees, International Brotherhood Of | $2,338,151,300 | 2023 |
| Xpo Logistics Inc. Master Trust | Xpo Logistics, Inc. | $2,331,291,974 | 2023 |
| International Strategic Equity Fund | Principal Global Investors Trust Company | $2,284,247,458 | 2023 |
| Morley Income Fund I | Principal Global Investors Trust Company | $1,869,370,782 | 2023 |
| Xpo Logistics Retirement Savings Plan | Xpo Cnw, Inc. | $1,809,963,509 | 2023 |
| Legacy Health 403(B) Plan | Legacy Health | $1,723,877,574 | 2023 |
| Xpo Pension Plan | Xpo Cnw, Inc. | $1,662,597,016 | 2023 |
| Northwest Permanente, P.C. Master Trust | Northwest Permanente, P.C. | $1,643,373,972 | 2023 |
Largest plans in Portland → · Portland plans by participants → · Portland plans with financial data → · Portland plans with provider compensation → · $1B+ plans in Portland →
Related Form 5500 pages
- All OR Form 5500 filings
- Morley Stable Value Fund (plan 001)
- Principal Global Investors Trust Company — all reported plans
- Separate Account A (plan 005)
- Standard Insurance Company — all reported plans
- Principal Lifetime Hybrid 2030 Cit (plan 005)
- Principal Global Investors Trust Company — all reported plans
- Diversified International Equity Fund (plan 001)
- Principal Global Investors Trust Company — all reported plans
- Principal Lifetime Hybrid 2040 Cit (plan 007)
- Principal Lifetime Hybrid 2035 Cit (plan 006)
- Principal Lifetime Hybrid 2050 Cit (plan 009)
- Principal Lifetime Hybrid 2045 Cit (plan 008)
- Principal Stable Value Fund (plan 001)
- Principal Global Investors Trust Company — all reported plans
- Principal Lifetime Hybrid 2025 Cit (plan 004)
- Principal Lifetime Hybrid 2055 Cit (plan 010)
- Morley Income Fund Iii (plan 001)
- Principal Global Investors Trust Company — all reported plans
- Principal Lifetime Hybrid 2020 Cit (plan 003)
- Daimler Truck North America LLC Master Savings Plan Trust (plan 025)
- Daimler Truck North America L.L.C. — all reported plans
- Morley Stable Income Bond Fund (plan 001)
- Principal Global Investors Trust Company — all reported plans
- Methodology
- Data sources