Plan5500

West Linn, 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, West Linn, OR has 10 loaded benefit plan(s) reported by 10 plan sponsor(s), with $12,780,323 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
10
Latest filing year
2023

What stands out in West Linn

  • 10 loaded plans hold $12.8M in reported assets across 10 sponsors.
  • The largest, Allied Technologies Group, Inc. 401(K) Plan, holds 38% of reported West Linn plan assets.
  • Plans cover 1,378 participants — about 138 per plan.
  • 90% of loaded plans report full Schedule H/I financial statements.
  • 10% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.8MSummed across loaded plans$12,774,060
Total reported assets$12.8M$12,780,323
Total reported participants1.4K1,378
Total reported liabilities$6.3K$6,263

Reported net position

Reported assets = net assets + liabilities (summed)$12.8M total assets
Net assets$12.8MLiabilities$6.3K
Contributions & income
Employer contributions$44.7K
Participant contributions$564K
Total income / additions$5.2M
Expenses & distributions
Benefits paid / distributions$528K
Total expenses$553.9K
Net increase / (decrease)$4.7M

Data coverage

Plans with financial statements9 / 10 (90%)
Plans with provider compensation1 / 10 (10%)

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

West Linn market comparison

Largest plan share of assets38%Allied Technologies Group, Inc. 401(K) Plan
Participants per plan138Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in West Linn

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

  1. 1
    Allied Technologies Group, Inc. 401(K) Plan$4.9M
    Allied Technologies Group, Inc. · 2023
  2. 2
    C & M Homecare, Inc. 401(K) Profit Sharing Plan$3.5M
    C & M Homecare, Inc. · 2023
  3. 3
    Anthem Memory Care 401(K) Plan$2.5M
    Anthem Memory Care, LLC · 2023
  4. 4
    Robert S. Dugger, P.C. 401k Plan$774.4K
    Robert S. Dugger Dmd Pc · 2023
  5. 5
    Ivey, Jacobson & Stone 401(K) Plan$716.2K
    Ivey, Jacobson & Company LLC · 2023
  6. 6
    Topher Ventures Inc. Retirement Plan$300K
    Topher Ventures Inc. · 2023
  7. 7
    Mdc Global, Inc. 401(K) Profit Sharing Plan$132.1K
    Mdc Global, Inc. · 2023
  8. 8
    Winton Capstone, Inc. 401(K) Profit Sharing Plan$2K
    Winton Capstone, Inc. · 2023
  9. 9
    Ecl Entertainment Incorporated 401(K) Profit Sharing Plan$106
    Ecl Entertainment Incorporated · 2023
  10. 10
    Willamette Falls Paper Company Employee Benefit Plannot reported in the loaded dataset
    Willamette Falls Paper Company · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for West Linn, OR?
10 plan(s) reported by 10 sponsor(s) are loaded for West Linn, OR.

Related Form 5500 pages