Springfield, 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, Springfield, OR has 56 loaded benefit plan(s) reported by 35 plan sponsor(s), with $1,004,967,123 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
56
Plan sponsors
35
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,004,967,123
Total reported liabilities (EOY)
$3,123,612
Total reported net assets (EOY)
$1,001,843,511

Contributions & income

Employer contributions
$41,283,472
Participant contributions
$48,778,596
Total income / additions
$244,711,401

Expenses & distributions

Benefits paid / distributions
$111,431,232
Total expenses
$114,581,511
Net increase / (decrease)
$130,129,890

Coverage

Total reported participants
23,456
Plans with financial statements
35
Plans with provider compensation
23

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

Largest loaded plans in Springfield, OR
PlanSponsorReported assets (EOY)Year
Roseburg Forest Products Co. 401(K) PlanRoseburg Forest Products Co.$208,605,2272023
Pacificsource 401(K) PlanPacificsource$147,606,3282023
Roseburg Forest Products Co., Carpenters Industrial Council Defined Contribution PlanRoseburg Forest Products Co.$117,683,0602023
Oregon Community Credit Union 401(K) Plan And TrustOregon Community Credit Union$57,697,0362023
Timber Products Co. 401(K) PlanTimber Products Co Ltd Partnership$54,629,2102023
Oregon Urology Institute, P.C. 401(K) Profit Sharing PlanOregon Urology Institute, P.C.$46,350,6102023
Oregon Research Institute 403(B) Retirement Savings PlanOregon Research Institute$42,266,2882023
Olsson Industrial Electric, Inc. Profit Sharing And 401(K) PlanOlsson Industrial Electric, Inc.$42,172,7902023
Women'S Care, P.C. Section 401(K) Profit Sharing PlanWomen'S Care, P.C.$41,594,5492023
Selco Community Credit Union Retirement Contribution PlanSelco Community Credit Union$40,861,0292023
Pacificsource Pension PlanPacificsource$37,529,6592023
Rosboro Company, LLC 401(K) Profit Sharing PlanRosboro Company, LLC$25,809,8532023
Pension Plan For Salaried Employees Of Timber Products Company & AffiliatesTimber Products Company Limited Partnership$21,672,6832023
Pension Plan For Hourly Employees Of Timber Products Co And AffiliatesTimber Products Co Ltd Partnership$16,900,4402023
Laing Companies 401k PlanEugene Welders Supply Co Dba Industrial Source$15,739,7902023
Timber Products Company Replacement Pension PlanTimber Products Co Ltd Partnership$13,189,5492023
Head Start Of Lane County 403b Tax Deferred Annuity PlanHead Start Of Lane County$12,935,3392023
Northwest Medical Homes, LLC Employee Savings PlanNorthwest Medical Homes, LLC$11,763,9012023
Comfort Flow Heating, Co. 401(K) Profit Sharing PlanComfort Flow Heating, Co.$9,747,6662023
M. Jacobs Fine Furniture Profit Sharing PlanSterling Furniture Co.$7,610,6672023
Richardson Sports Inc. 401k Profit Sharing PlanRichardson Sports Inc.$7,583,7892023
Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan And TrustCurtis Restaurant Equipment, Inc.$7,545,4552023
Riverview Center For Growth 403(B) PlanMental Health For Children, Inc.$4,610,4722023
James Y Lee Dds Pc 401(K) Profit Sharing PlanJames Y Lee Dds Pc$2,406,0982023
9wood, Inc. Employee Stock Ownership Plan9wood, Inc.$2,124,0802023

Related Form 5500 pages