Tualatin, 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, Tualatin, OR has 59 loaded benefit plan(s) reported by 46 plan sponsor(s), with $4,004,517,300 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 59
- Plan sponsors
- 46
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $4,004,517,300
- Total reported liabilities (EOY)
- $164,835,607
- Total reported net assets (EOY)
- $3,839,681,693
Contributions & income
- Employer contributions
- $441,139,869
- Participant contributions
- $53,832,481
- Total income / additions
- $954,909,102
Expenses & distributions
- Benefits paid / distributions
- $475,896,914
- Total expenses
- $497,261,390
- Net increase / (decrease)
- $457,647,712
Coverage
- Total reported participants
- 111,875
- Plans with financial statements
- 38
- Plans with provider compensation
- 25
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Tualatin, 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 |
|---|---|---|---|
| Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan | Board Of Trustees, United Association Union Local No. | $1,119,947,239 | 2023 |
| Oregon Retail Employees Pension Plan | Board Of Trustees, Oregon Retail Employees Pension | $1,019,198,743 | 2023 |
| U.A. Union Lo. No. 290 Plumber, Steamfitter And Shipfitter Industry Retiree Health And Welfare Plan | Board Of Trustees, U.A. Union Local No. 290 Plumber, | $312,448,948 | 2023 |
| U.A. Union Local No. 290 Plumber, Steamfitter And Shipfitter Industry Health And Welfare Plan | Board Of Trustees, U.A. Union Local No. 290 Plumber, | $208,005,813 | 2023 |
| United Association Union Local No. 290 Plumber, Steamfitter And Shipfitter Industry 401(K) Plan | Board Of Trustees, U.A. Union Local No. 290 Plumber, | $201,509,481 | 2023 |
| Alaska United Food & Commercial Workers Pension Fund | Ak Ufcw Pension Fund Board Of Trustees | $198,054,352 | 2023 |
| Ufcw Local 555-Employers Health Trust | Board Of Trustees, Ufcw Local 555-Employers Health | $175,227,853 | 2023 |
| Key Knife, Inc. Employee Stock Ownership Plan | Key Knife, Inc. | $168,331,686 | 2023 |
| Xenium 401(K) Retirement Savings Plan | Xenium Resources, Inc. | $117,966,158 | 2023 |
| Pension Plan Of The Employers-Shopmen'S Local 516 Pension Trust | Employers-Shopmen'S Local 516 Pen Trust Fund Board Of Trustees | $74,777,504 | 2023 |
| Columbia Corrugated Box Company, Inc. 401(K) And Profit Sharing Plan | Columbia Corrugated Box Co., Inc. | $56,291,075 | 2023 |
| Premere Rehab, LLC 401(K) Plan | Premere Rehab, LLC | $47,552,768 | 2023 |
| Fujimi Corporation Profit Sharing & Pension Plan | Fujimi Corporation | $44,749,706 | 2023 |
| Lightspeed Technologies, Inc. Employee Stock Ownership Plan | Lightspeed Technologies, Inc. | $34,065,362 | 2023 |
| Ufcw Investment Savings Plan And Trust | Board Of Trustees, Ufcw Investment Savings Plan And | $32,116,161 | 2023 |
| Perlo Construction Group Retirement Plan | Perlo Construction Group, LLC | $31,396,170 | 2023 |
| Aks Engineering And Forestry Retirement And Savings Plan | Aks Engineering & Forestry, LLC | $24,038,926 | 2023 |
| Alaska United Food & Commercial Workers Health & Welfare Trust | Ak Ufcw Health & Welfare Trust Board Of Trustees | $21,621,155 | 2023 |
| Kai Usa, Ltd. 401(K) Plan | Kai Usa Ltd | $20,610,514 | 2023 |
| Heat And Frost Insulators And Allied Workers Local 36 Health Trust | Heat And Frost Insulators & Allied Workers Local 36 Health Trustees | $17,134,188 | 2023 |
| U.A. Union Lo. No. 290 Plumber, Steamfitter And Shipfitter Industry Educational Reimb. Scholarship And Vacation Plan | Board Of Trustees, U.A. Union Lo No 290 Plumber, | $15,284,058 | 2023 |
| Lightspeed Technologies Inc. 401(K) Profit Sharing Plan & Trust | Lightspeed Technologies | $10,073,560 | 2023 |
| Ascentec Engineering 401(K) Plan | Asc | $8,730,907 | 2023 |
| Custom Decorators, Inc. 401(K) Plan | Custom Decorators, Inc. | $8,355,681 | 2023 |
| Sawstop 401(K) Plan | Sawstop, LLC | $6,522,093 | 2023 |
Largest plans in Tualatin → · Tualatin plans by participants → · Tualatin plans with financial data → · Tualatin plans with provider compensation → · $1B+ plans in Tualatin →
Related Form 5500 pages
- All OR Form 5500 filings
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan (plan 001)
- Board Of Trustees, United Association Union Local No. — all reported plans
- Oregon Retail Employees Pension Plan (plan 001)
- Board Of Trustees, Oregon Retail Employees Pension — all reported plans
- U.A. Union Lo. No. 290 Plumber, Steamfitter And Shipfitter Industry Retiree Health And Welfare Plan (plan 502)
- Board Of Trustees, U.A. Union Local No. 290 Plumber, — all reported plans
- U.A. Union Local No. 290 Plumber, Steamfitter And Shipfitter Industry Health And Welfare Plan (plan 501)
- Board Of Trustees, U.A. Union Local No. 290 Plumber, — all reported plans
- United Association Union Local No. 290 Plumber, Steamfitter And Shipfitter Industry 401(K) Plan (plan 002)
- Board Of Trustees, U.A. Union Local No. 290 Plumber, — all reported plans
- Alaska United Food & Commercial Workers Pension Fund (plan 001)
- Ak Ufcw Pension Fund Board Of Trustees — all reported plans
- Ufcw Local 555-Employers Health Trust (plan 501)
- Board Of Trustees, Ufcw Local 555-Employers Health — all reported plans
- Key Knife, Inc. Employee Stock Ownership Plan (plan 002)
- Key Knife, Inc. — all reported plans
- Xenium 401(K) Retirement Savings Plan (plan 006)
- Xenium Resources, Inc. — all reported plans
- Pension Plan Of The Employers-Shopmen'S Local 516 Pension Trust (plan 001)
- Employers-Shopmen'S Local 516 Pen Trust Fund Board Of Trustees — all reported plans
- Columbia Corrugated Box Company, Inc. 401(K) And Profit Sharing Plan (plan 002)
- Columbia Corrugated Box Co., Inc. — all reported plans
- Premere Rehab, LLC 401(K) Plan (plan 001)
- Premere Rehab, LLC — all reported plans
- Fujimi Corporation Profit Sharing & Pension Plan (plan 001)
- Fujimi Corporation — all reported plans
- Lightspeed Technologies, Inc. Employee Stock Ownership Plan (plan 002)
- Lightspeed Technologies, Inc. — all reported plans
- Ufcw Investment Savings Plan And Trust (plan 001)
- Board Of Trustees, Ufcw Investment Savings Plan And — all reported plans
- Methodology
- Data sources