The Dalles, 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, The Dalles, OR has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $119,673,711 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $119,673,711
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $119,673,711
Contributions & income
- Employer contributions
- $4,005,589
- Participant contributions
- $6,866,533
- Total income / additions
- $28,400,933
Expenses & distributions
- Benefits paid / distributions
- $15,771,813
- Total expenses
- $16,016,582
- Net increase / (decrease)
- $12,384,351
Coverage
- Total reported participants
- 2,866
- Plans with financial statements
- 6
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for The Dalles, 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 |
|---|---|---|---|
| Mid-Columbia Medical Center Deferred Compensation Plan | Mid-Columbia Medical Center | $101,398,259 | 2023 |
| Greater Oregon Behavioral Health 401(K) Psp | Greater Oregon Behavioral Health | $6,569,830 | 2023 |
| James R. Willcox, Dmd, Pc Profit Sharing And 401(K) Plan | James R. Willcox, D.M.D., P.C An Oregon Professional Corporation. | $6,331,833 | 2023 |
| Nelson Tire 401(K) Plan | Nelson Tire, Inc. | $2,513,074 | 2023 |
| Hattenhauer Distributing Profit Sharing Plan | Hattenhauer Distributing Co. | $2,401,853 | 2023 |
| Ray Schultens Motors, Inc. 401(K) Plan | Ray Schultens Motors, Inc. | $458,862 | 2023 |
| Greater Oregon Behavioral Health, Inc. Group Health Plan | Greater Oregon Behavioral Health, Inc. | not reported in the loaded dataset | 2023 |
| Mid-Columbia Medical Center Flexible Benefit Plan | Mid-Columbia Medical Center | not reported in the loaded dataset | 2023 |
| Nelson Tire Center Welfare Benefit Plan | Nelson Tire, Inc. | not reported in the loaded dataset | 2023 |
| Veterans Care Centers Of Oregon Welfare Plan | Veterans Care Centers Of Oregon | not reported in the loaded dataset | 2023 |
Largest plans in The Dalles → · The Dalles plans by participants → · The Dalles plans with financial data → · The Dalles plans with provider compensation → · $1B+ plans in The Dalles →
Related Form 5500 pages
- All OR Form 5500 filings
- Mid-Columbia Medical Center Deferred Compensation Plan (plan 002)
- Mid-Columbia Medical Center — all reported plans
- Greater Oregon Behavioral Health 401(K) Psp (plan 001)
- Greater Oregon Behavioral Health — all reported plans
- James R. Willcox, Dmd, Pc Profit Sharing And 401(K) Plan (plan 001)
- James R. Willcox, D.M.D., P.C An Oregon Professional Corporation. — all reported plans
- Nelson Tire 401(K) Plan (plan 001)
- Nelson Tire, Inc. — all reported plans
- Hattenhauer Distributing Profit Sharing Plan (plan 001)
- Hattenhauer Distributing Co. — all reported plans
- Ray Schultens Motors, Inc. 401(K) Plan (plan 001)
- Ray Schultens Motors, Inc. — all reported plans
- Greater Oregon Behavioral Health, Inc. Group Health Plan (plan 501)
- Mid-Columbia Medical Center Flexible Benefit Plan (plan 501)
- Nelson Tire Center Welfare Benefit Plan (plan 501)
- Veterans Care Centers Of Oregon Welfare Plan (plan 501)
- Veterans Care Centers Of Oregon — all reported plans
- Methodology
- Data sources