Plan5500

Tulatin, 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, Tulatin, OR has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $687,739 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Tulatin

  • 1 loaded plans hold $687.7K in reported assets across 1 sponsors.
  • The largest, Jgl Enterprises, Inc. 401(K) Plan, holds 100% of reported Tulatin plan assets.
  • Plans cover 26 participants — about 26 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$687.7KSummed across loaded plans$687,719
Total reported assets$687.7K$687,739
Total reported participants26
Total reported liabilities$20

Reported net position

Reported assets = net assets + liabilities (summed)$687.7K total assets
Net assets$687.7KLiabilities$20
Contributions & income
Employer contributions$7.4K
Participant contributions$40K
Total income / additions$62.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$614
Net increase / (decrease)$61.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Tulatin market comparison

Largest plan share of assets100%Jgl Enterprises, Inc. 401(K) Plan
Participants per plan26Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Tulatin

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

  1. 1
    Jgl Enterprises, Inc. 401(K) Plan$687.7K
    Jgl Enterprises, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Tulatin, OR?
1 plan(s) reported by 1 sponsor(s) are loaded for Tulatin, OR.

Related Form 5500 pages