Roseburg, 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, Roseburg, OR has 49 loaded benefit plan(s) reported by 30 plan sponsor(s), with $224,748,883 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 49
- Plan sponsors
- 30
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $224,748,883
- Total reported liabilities (EOY)
- $2,992,884
- Total reported net assets (EOY)
- $221,755,999
Contributions & income
- Employer contributions
- $9,522,511
- Participant contributions
- $11,918,388
- Total income / additions
- $55,599,165
Expenses & distributions
- Benefits paid / distributions
- $15,049,111
- Total expenses
- $15,929,831
- Net increase / (decrease)
- $39,669,334
Coverage
- Total reported participants
- 12,195
- Plans with financial statements
- 24
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Roseburg, 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 |
|---|---|---|---|
| Swanson Group, Inc. And Affiliated Companies Employee Savings Plan | Swanson Group, Inc. | $60,845,266 | 2023 |
| Lone Rock Resources 401(K) And Profit Sharing Plan | Lone Rock Timber Management Company | $35,647,768 | 2023 |
| Adapt 401(K) Profit Sharing Plan & Trust | Adapt | $18,035,608 | 2023 |
| North River Boats Employee Stock Ownership Plan | Nw Bend Boats, LLC | $16,788,817 | 2023 |
| Lauren Young Tire Center Profit Sharing Plan | Lauren Young Tire Center Inc | $16,289,555 | 2023 |
| Umpqua Health And Affiliated Companies Employee Savings Plan | Umpqua Health, LLC | $14,639,383 | 2023 |
| Evergreen Family Medicine, P.C. 401(K) Plan | Evergreen Family Medicine, P.C. | $13,065,764 | 2023 |
| Caddock Electronics Employee 401(K) Savings Plan | Caddock Electronics, Inc. | $12,666,860 | 2023 |
| The Ford Family Foundation 401(K) Retirement Plan | The Ford Family Foundation | $8,703,212 | 2023 |
| Umpqua Community Health Center Inc 403(B) Retirement Savings Plan | Umpqua Community Health Center Inc Dba Aviva Health | $7,769,192 | 2023 |
| Nw Bend Boats LLC 401(K) Profit Sharing Plan & Trust | Nw Bend Boats LLC | $4,315,981 | 2023 |
| Employee Benefit Plan Of United Community Action Network | United Community Action Network | $3,656,215 | 2023 |
| Terra Firma Foundation Repair, Inc. Retirement Savings Plan | Terrafirma Foundation Repair, In | $3,477,657 | 2023 |
| B & B Roads Inc Profit Sharing Plan | B & B Roads, Inc. | $3,447,386 | 2023 |
| James M Yun Pc 401(K) Plan | James M Yun Pc | $1,275,137 | 2023 |
| Oregon Land Mortgage Profit Sharing Plan | Christopher J. Russell Dba Oregon Land Mortgage | $1,061,049 | 2023 |
| Yankee Tango, Inc. Retirement Plan | Yankee Tango, Inc. | $832,769 | 2023 |
| David G Terry Pc Profit Sharing Prototype Plan | David G. Terry, P.C. | $750,074 | 2023 |
| Ronald D Calkins Cpa Pc 401(K) Profit Sharing Plan | Ronald D Calkins Cpa Pc | $662,144 | 2023 |
| Victory Builders, Inc.401k Profit Sharing Plan & Trust | Victory Builders Inc | $526,370 | 2023 |
| Pacific Northwest Family Holdings Corp. 401(K) Plan | Pacific Northwest Family Holdings Corp. | $212,586 | 2023 |
| Dwr Security, LLC Dba Pono Security 401(K) Plan | Dwr Security, LLC Dba Pono Security | $80,090 | 2023 |
| Umpqua Dairy Retirement Contribution And Employee Savings Plan | Umpqua Dairy Products Co. | $0 | 2023 |
| Inapod Inc. Profit Sharing Plan | Inapod Inc. | $0 | 2023 |
| The Caddock Electronics Healthcare Plan | Caddock Electronics, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Roseburg → · Roseburg plans by participants → · Roseburg plans with financial data → · Roseburg plans with provider compensation → · $1B+ plans in Roseburg →
Related Form 5500 pages
- All OR Form 5500 filings
- Swanson Group, Inc. And Affiliated Companies Employee Savings Plan (plan 002)
- Swanson Group, Inc. — all reported plans
- Lone Rock Resources 401(K) And Profit Sharing Plan (plan 002)
- Lone Rock Timber Management Company — all reported plans
- Adapt 401(K) Profit Sharing Plan & Trust (plan 002)
- Adapt — all reported plans
- North River Boats Employee Stock Ownership Plan (plan 002)
- Nw Bend Boats, LLC — all reported plans
- Lauren Young Tire Center Profit Sharing Plan (plan 001)
- Lauren Young Tire Center Inc — all reported plans
- Umpqua Health And Affiliated Companies Employee Savings Plan (plan 003)
- Umpqua Health, LLC — all reported plans
- Evergreen Family Medicine, P.C. 401(K) Plan (plan 002)
- Evergreen Family Medicine, P.C. — all reported plans
- Caddock Electronics Employee 401(K) Savings Plan (plan 002)
- Caddock Electronics, Inc. — all reported plans
- The Ford Family Foundation 401(K) Retirement Plan (plan 002)
- The Ford Family Foundation — all reported plans
- Umpqua Community Health Center Inc 403(B) Retirement Savings Plan (plan 001)
- Umpqua Community Health Center Inc Dba Aviva Health — all reported plans
- Nw Bend Boats LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Employee Benefit Plan Of United Community Action Network (plan 003)
- United Community Action Network — all reported plans
- Terra Firma Foundation Repair, Inc. Retirement Savings Plan (plan 001)
- Terrafirma Foundation Repair, In — all reported plans
- B & B Roads Inc Profit Sharing Plan (plan 001)
- B & B Roads, Inc. — all reported plans
- James M Yun Pc 401(K) Plan (plan 001)
- James M Yun Pc — all reported plans
- Methodology
- Data sources