Plan5500

Troutdale, 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, Troutdale, OR has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $27,749,907 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in Troutdale

  • 5 loaded plans hold $27.7M in reported assets across 3 sponsors.
  • The largest, Walsh Trucking Company Ltd 401(K) Retirement Salary Savings, holds 46% of reported Troutdale plan assets.
  • Plans cover 1,247 participants — about 249 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$27.7MSummed across loaded plans$27,749,907
Total reported assets$27.7M$27,749,907
Total reported participants1.2K1,247
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$27.7M total assets
Net assets$27.7MLiabilities$0
Contributions & income
Employer contributions$378.5K
Participant contributions$1.4M
Total income / additions$6.4M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.3M
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation2 / 5 (40%)

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

Troutdale market comparison

Largest plan share of assets46%Walsh Trucking Company Ltd 401(K) Retirement Salary Savings
Participants per plan249Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Troutdale

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

  1. 1
    Walsh Trucking Company Ltd 401(K) Retirement Salary Savings$12.7M
    Walsh Trucking Company Ltd · 2023
  2. 2
    Toyo Tanso Usa, Inc. Savings And Profit Sharing Plan$10.1M
    Toyo Tanso Usa, Inc. · 2023
  3. 3
    Columbia View Family Health Center, P.C. Employees Profit Sharing Plan$5M
    Columbia View Family Health Center, P.C. · 2023
  4. 4
    Walsh Trucking Co., Ltd Employee Benefits Plannot reported in the loaded dataset
    Walsh Trucking Co. Ltd · 2023
  5. 5
    Group Insurance Plannot reported in the loaded dataset
    Toyo Tanso Usa, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Troutdale, OR?
5 plan(s) reported by 3 sponsor(s) are loaded for Troutdale, OR.

Related Form 5500 pages