Wilsonville, 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, Wilsonville, OR has 56 loaded benefit plan(s) reported by 41 plan sponsor(s), with $950,157,603 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 56
- Plan sponsors
- 41
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $950,157,603
- Total reported liabilities (EOY)
- $16,301,298
- Total reported net assets (EOY)
- $933,856,305
Contributions & income
- Employer contributions
- $45,519,007
- Participant contributions
- $46,979,980
- Total income / additions
- $232,290,339
Expenses & distributions
- Benefits paid / distributions
- $89,708,925
- Total expenses
- $93,765,191
- Net increase / (decrease)
- $138,525,148
Coverage
- Total reported participants
- 35,978
- Plans with financial statements
- 35
- Plans with provider compensation
- 19
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wilsonville, 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 |
|---|---|---|---|
| Northwest Agc Chapters Retirement Plan | Oregon - Columbia Chapter Agc | $294,188,662 | 2023 |
| Columbia Distributing 401(K) Retirement Plan | Coho Distributing LLC Dba Columbia Distributing | $203,742,514 | 2023 |
| Orepac Savings And Investment Plan | Orepac Holding Company | $59,478,675 | 2023 |
| Ocdc 401(K) Plan | Oregon Child Development Coalition | $51,466,820 | 2023 |
| The Collins Companies Defined Contribution Plan | Collins Pine Company | $49,445,781 | 2023 |
| Collins Pine Company Retirement Plan | Collins Pine Company | $47,035,613 | 2023 |
| Avamere Health Services 401(K) Plan | Avamere Health Services, LLC | $42,385,445 | 2023 |
| Dwfritz Automation LLC 401(K) Plan | Dwfritz Automation LLC | $34,755,538 | 2023 |
| Larusso Concrete, Inc Employee Stock Ownership Plan And Trust | Larusso Concrete, Inc | $23,952,006 | 2023 |
| Hydro-Temp Mechanical, Inc. Retirement Savings Plan | Hydro-Temp Mechanical, Inc. | $23,545,695 | 2023 |
| Western Partitions, Inc. 401(K) Profit Sharing Plan | Western Partitions, Inc. | $19,433,281 | 2023 |
| Apcon, Inc.401(K) Plan | Apcon, Inc. | $15,126,209 | 2023 |
| Houston'S, Inc. 401(K) Profit Sharing Plan | Houstons, Inc. | $14,739,321 | 2023 |
| Ssi Shredding Systems, Inc. 401(K) Savings Plan | Ssi Shredding Systems, Inc. | $13,559,911 | 2023 |
| Mitchell Lewis & Staver Co. 401(K) Profit Sharing Plan | Mitchell Lewis & Staver Co. | $11,296,730 | 2023 |
| Precision Countertops, Inc Profit Sharing Plan & Trust | Precision Countertops, Inc. | $7,240,321 | 2023 |
| Ess Tech Subsidiary 401(K) Plan | Ess Tech Subsidiary, Inc | $6,901,898 | 2023 |
| Tonkin 401(K) Plan | Tonkin Family Of Dealerships | $5,738,252 | 2023 |
| Ifa Nurseries, Inc. Retirement Savings Plan And Trust | Ifa Nurseries, Inc. Retirement Savings Plan And Trust | $4,644,852 | 2023 |
| Alphausa Holdings 401(K) Retirement Plan | Alphausa Holdings Inc. | $4,495,702 | 2023 |
| Morrissey 401(K) Profit Sharing Plan | Yan Z. Morrissey, D.D.S., F.A.G.D., L.L.C. | $4,203,908 | 2023 |
| Greentree Enterprises 401(K) Plan | Greentree Enterprises, Inc. | $4,001,189 | 2023 |
| Oregon Restaurant And Lodging Association 401(K) Profit Sharing & Trust | Oregon Restaurant And Lodging Association | $2,408,723 | 2023 |
| Associated General Contractors Health Benefit Trust | Oregon-Columbia Chapter Agc Of America, Inc. | $1,794,598 | 2023 |
| Ccm Retirement Plan | Dts Ventures, Inc | $1,789,470 | 2023 |
Largest plans in Wilsonville → · Wilsonville plans by participants → · Wilsonville plans with financial data → · Wilsonville plans with provider compensation → · $1B+ plans in Wilsonville →
Related Form 5500 pages
- All OR Form 5500 filings
- Northwest Agc Chapters Retirement Plan (plan 002)
- Oregon - Columbia Chapter Agc — all reported plans
- Columbia Distributing 401(K) Retirement Plan (plan 002)
- Coho Distributing LLC Dba Columbia Distributing — all reported plans
- Orepac Savings And Investment Plan (plan 001)
- Orepac Holding Company — all reported plans
- Ocdc 401(K) Plan (plan 001)
- Oregon Child Development Coalition — all reported plans
- The Collins Companies Defined Contribution Plan (plan 002)
- Collins Pine Company — all reported plans
- Collins Pine Company Retirement Plan (plan 001)
- Avamere Health Services 401(K) Plan (plan 001)
- Avamere Health Services, LLC — all reported plans
- Dwfritz Automation LLC 401(K) Plan (plan 001)
- Dwfritz Automation LLC — all reported plans
- Larusso Concrete, Inc Employee Stock Ownership Plan And Trust (plan 002)
- Larusso Concrete, Inc — all reported plans
- Hydro-Temp Mechanical, Inc. Retirement Savings Plan (plan 001)
- Hydro-Temp Mechanical, Inc. — all reported plans
- Western Partitions, Inc. 401(K) Profit Sharing Plan (plan 001)
- Western Partitions, Inc. — all reported plans
- Apcon, Inc.401(K) Plan (plan 001)
- Apcon, Inc. — all reported plans
- Houston'S, Inc. 401(K) Profit Sharing Plan (plan 001)
- Houstons, Inc. — all reported plans
- Ssi Shredding Systems, Inc. 401(K) Savings Plan (plan 001)
- Ssi Shredding Systems, Inc. — all reported plans
- Mitchell Lewis & Staver Co. 401(K) Profit Sharing Plan (plan 001)
- Mitchell Lewis & Staver Co. — all reported plans
- Methodology
- Data sources