Plan5500

Warrenton, 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, Warrenton, OR has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $5,374,387 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
4
Latest filing year
2023

What stands out in Warrenton

  • 5 loaded plans hold $5.4M in reported assets across 4 sponsors.
  • The largest, 403b Retirement, holds 76% of reported Warrenton plan assets.
  • Plans cover 416 participants — about 83 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.4MSummed across loaded plans$5,374,387
Total reported assets$5.4M$5,374,387
Total reported participants416
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.4M total assets
Net assets$5.4MLiabilities$0
Contributions & income
Employer contributions$372.5K
Participant contributions$387.6K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$318.7K
Total expenses$330.1K
Net increase / (decrease)$866.9K

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation1 / 5 (20%)

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

Warrenton market comparison

Largest plan share of assets76%403b Retirement
Participants per plan83Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Warrenton

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

  1. 1
    403b Retirement$4.1M
    Clatsop Behavioral Healthcare · 2023
  2. 2
    Kabobjo Foods, Inc. 401(K) Plan$1.3M
    Kabobjo Foods, Inc. · 2023
  3. 3
    Abcaa, Corp 401(K) Plan$16.1K
    Abcaa, Corp · 2023
  4. 4
    Clatsop Behavioral Healthcare Life And Disability Plansnot reported in the loaded dataset
    Clatsop Behavioral Healthcare · 2023
  5. 5
    Lum'S Health & Welfare Benefit Plannot reported in the loaded dataset
    Lum'S · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Warrenton, OR?
5 plan(s) reported by 4 sponsor(s) are loaded for Warrenton, OR.

Related Form 5500 pages