Sherwood, 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, Sherwood, OR has 16 loaded benefit plan(s) reported by 13 plan sponsor(s), with $29,607,052 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $29,607,052
- Total reported liabilities (EOY)
- $6,845
- Total reported net assets (EOY)
- $29,343,188
Contributions & income
- Employer contributions
- $706,230
- Participant contributions
- $2,295,834
- Total income / additions
- $8,808,124
Expenses & distributions
- Benefits paid / distributions
- $2,097,803
- Total expenses
- $2,199,702
- Net increase / (decrease)
- $6,608,422
Coverage
- Total reported participants
- 1,285
- Plans with financial statements
- 10
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sherwood, 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 |
|---|---|---|---|
| The Allied Systems Company 401(K) Cash Or Deferred Savings Plan | Allied Systems Company | $12,237,509 | 2023 |
| Springbrook Software 401(K) Plan | Springbrook Holding Company, LLC | $11,284,459 | 2023 |
| Landau Real Estate Corp.401(K) Plan | Landau Real Estate Corporation | $3,295,621 | 2023 |
| Atraz Johnson Profit Sharing Plan | Atraz Johnson, Inc | $1,187,334 | 2023 |
| G.W. Toy Shoppe, Inc. 401(K) Plan | G.W. Toy Shoppe, Inc. | $495,538 | 2023 |
| Oregon Precision Manufacturing 401(K) Profit Sharing Plan & Trust | Oregon Precision Manufacturing | $490,522 | 2023 |
| One Life Financial Group Individual 401(K) Plan | Nguyen Management, Inc | $309,133 | 2023 |
| Emery Management Services, Inc. 401(K) Profit Sharing Plan | Emery Management Services, Inc. | $306,936 | 2023 |
| Ford Insurance Consulting Retirement Plan | Ryleedawg Enterprises | $0 | 2023 |
| The Oregon Table Company 401(K) Plan | The Oregon Table Company | $0 | 2023 |
| Performance Insulation And Energy Services Dental And Supplemental Plan | Performance Insulation And Energy Services, Inc. | not reported in the loaded dataset | 2023 |
| Springbrook Holding Co LLC Health And Welfare Plan | Springbrook Holding Company LLC | not reported in the loaded dataset | 2023 |
| Performance Insulation And Energy Services Medical Plan | Performance Insulation And Energy Services, Inc. | not reported in the loaded dataset | 2023 |
| Allied Systems Health & Welfare Benefit Plan | Allied Systems Company | not reported in the loaded dataset | 2023 |
| Treske Precision Machining, Inc. Welfare Benefit Plan | Treske Precision Machining, Inc. | not reported in the loaded dataset | 2023 |
| Hardwood Industries, Inc. Health And Welfare Plan | Hardwood Industries, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Sherwood → · Sherwood plans by participants → · Sherwood plans with financial data → · Sherwood plans with provider compensation → · $1B+ plans in Sherwood →
Related Form 5500 pages
- All OR Form 5500 filings
- The Allied Systems Company 401(K) Cash Or Deferred Savings Plan (plan 002)
- Allied Systems Company — all reported plans
- Springbrook Software 401(K) Plan (plan 001)
- Springbrook Holding Company, LLC — all reported plans
- Landau Real Estate Corp.401(K) Plan (plan 002)
- Landau Real Estate Corporation — all reported plans
- Atraz Johnson Profit Sharing Plan (plan 001)
- Atraz Johnson, Inc — all reported plans
- G.W. Toy Shoppe, Inc. 401(K) Plan (plan 001)
- G.W. Toy Shoppe, Inc. — all reported plans
- Oregon Precision Manufacturing 401(K) Profit Sharing Plan & Trust (plan 001)
- Oregon Precision Manufacturing — all reported plans
- One Life Financial Group Individual 401(K) Plan (plan 001)
- Nguyen Management, Inc — all reported plans
- Emery Management Services, Inc. 401(K) Profit Sharing Plan (plan 001)
- Emery Management Services, Inc. — all reported plans
- Ford Insurance Consulting Retirement Plan (plan 001)
- Ryleedawg Enterprises — all reported plans
- The Oregon Table Company 401(K) Plan (plan 001)
- The Oregon Table Company — all reported plans
- Performance Insulation And Energy Services Dental And Supplemental Plan (plan 502)
- Performance Insulation And Energy Services, Inc. — all reported plans
- Springbrook Holding Co LLC Health And Welfare Plan (plan 501)
- Performance Insulation And Energy Services Medical Plan (plan 501)
- Allied Systems Health & Welfare Benefit Plan (plan 501)
- Treske Precision Machining, Inc. Welfare Benefit Plan (plan 501)
- Treske Precision Machining, Inc. — all reported plans
- Methodology
- Data sources