Woodburn, 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, Woodburn, OR has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $54,338,269 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $54,338,269
- Total reported liabilities (EOY)
- $83
- Total reported net assets (EOY)
- $54,338,186
Contributions & income
- Employer contributions
- $2,328,655
- Participant contributions
- $3,293,586
- Total income / additions
- $12,706,280
Expenses & distributions
- Benefits paid / distributions
- $3,704,581
- Total expenses
- $3,929,507
- Net increase / (decrease)
- $8,776,773
Coverage
- Total reported participants
- 2,369
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Woodburn, 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 |
|---|---|---|---|
| Bruce Packing Co., Inc. 401(K) Profit Sharing Plan | Bruce Packing Co., Inc. | $26,724,502 | 2023 |
| Woodburn Nursery & Azaleas, Inc. Retirement Plan And Trust | Woodburn Nursery & Azaleas, Inc. | $16,135,450 | 2023 |
| Gem Equipment Of Oregon, Inc Employees' 401(K) Salary Reduction Plan | Gem Equipment Of Oregon, Inc | $10,006,233 | 2023 |
| James A. Adney Profit Sharing Plan | James A. Adney | $1,141,944 | 2023 |
| Hallmark Properties, Inc. 401(K) Profit Sharing Plan | Hallmark Properties, Inc | $330,140 | 2023 |
| Bruce Packing Company, Inc. Employee Benefits Plan | Bruce Packing Company, Inc. | not reported in the loaded dataset | 2023 |
| Gem Equipment Of Oregon Inc. Health And Welfare Benefit Plan | Gem Equipment Of Oregon Inc. | not reported in the loaded dataset | 2023 |
| Woodburn Nursery & Azaleas, Inc. Employee Benefits Plan | Woodburn Nursery & Azaleas, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Woodburn → · Woodburn plans by participants → · Woodburn plans with financial data → · Woodburn plans with provider compensation → · $1B+ plans in Woodburn →
Related Form 5500 pages
- All OR Form 5500 filings
- Bruce Packing Co., Inc. 401(K) Profit Sharing Plan (plan 001)
- Bruce Packing Co., Inc. — all reported plans
- Woodburn Nursery & Azaleas, Inc. Retirement Plan And Trust (plan 002)
- Woodburn Nursery & Azaleas, Inc. — all reported plans
- Gem Equipment Of Oregon, Inc Employees' 401(K) Salary Reduction Plan (plan 001)
- Gem Equipment Of Oregon, Inc — all reported plans
- James A. Adney Profit Sharing Plan (plan 002)
- James A. Adney — all reported plans
- Hallmark Properties, Inc. 401(K) Profit Sharing Plan (plan 001)
- Hallmark Properties, Inc — all reported plans
- Bruce Packing Company, Inc. Employee Benefits Plan (plan 501)
- Gem Equipment Of Oregon Inc. Health And Welfare Benefit Plan (plan 501)
- Woodburn Nursery & Azaleas, Inc. Employee Benefits Plan (plan 501)
- Methodology
- Data sources