Plan5500

Rogue River, 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, Rogue River, OR has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $83,825 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Rogue River

  • 1 loaded plans hold $83.8K in reported assets across 1 sponsors.
  • The largest, Carmell Construction Profit Sharing Plan, holds 100% of reported Rogue River plan assets.
  • Plans cover 1 participants — about 1 per plan.
  • 100% 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$83.8KSummed across loaded plans$83,825
Total reported assets$83.8K$83,825
Total reported participants1
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$83.8K total assets
Net assets$83.8KLiabilities—
Contributions & income
Total income / additions$3.8K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$1K
Net increase / (decrease)$2.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rogue River, 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

Rogue River market comparison

Largest plan share of assets100%Carmell Construction Profit Sharing Plan
Participants per plan1Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Rogue River

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

  1. 1
    Carmell Construction Profit Sharing Plan$83.8K
    Carmell Construction Company · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Rogue River, OR?
1 plan(s) reported by 1 sponsor(s) are loaded for Rogue River, OR.

Related Form 5500 pages