Pendleton Woolen Mills, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Pendleton Woolen Mills, Inc. (EIN 93-0250770) is a plan sponsor located in Portland, OR with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
93-0250770
Location
Portland, OR
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Pendleton Woolen Mills, Inc.

  • 4 loaded plans hold $70.8M in reported assets.
  • The largest, Pendleton Woolen Mills, Inc. 401(K) And Profit Sharing Plan, holds 92% of this company's reported plan assets.
  • Plans cover 2,274 reported participants.
  • 2 of 4 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$70.8MSummed across loaded plans$70,760,384
Total reported assets$70.8M$70,765,015
Total reported participants2.3K2,274
Total reported liabilities$4.6K$4,631

Reported net position

Reported assets = net assets + liabilities (summed)$70.8M total assets
Net assets$70.8MLiabilities$4.6K
Contributions & income
Employer contributions$916.3K
Participant contributions$2.6M
Total income / additions$16.4M
Expenses & distributions
Benefits paid / distributions$6.5M
Total expenses$6.5M
Net increase / (decrease)$9.9M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets92%Pendleton Woolen Mills, Inc. 401(K) And Profit Sharing Plan
Participants per plan569Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 664 participants · 2023
  2. 2
  3. 3
    Pendleton Woolen Mills Health & Welfare Plannot reported in the loaded dataset
    Plan #508 · 832 participants · 2023
  4. 4
    Standard Life Insurance Group Termnot reported in the loaded dataset
    Plan #504 · 472 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Pendleton Woolen Mills, Inc.. Open one for its full reported snapshot.

  1. 2023
    Standard Life Insurance Group Term472 participants · 2No schedules
    View filing →
  2. 2023
    Pendleton Woolen Mills Health & Welfare Plan832 participants · 2No schedules
    View filing →
  3. 2023
    Pendleton Woolen Mills, Inc. 401(K) And Profit Sharing Plan664 participants · 2Sch HSch C
    View filing →
  4. 2023
    Pendleton Woolen Mills 401k Savings Plan For Hourly Paid Employees306 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Pendleton Woolen Mills, Inc. report on Form 5500?
Pendleton Woolen Mills, Inc. (EIN 93-0250770) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Pendleton Woolen Mills, Inc.?
The Employer Identification Number (EIN) reported for Pendleton Woolen Mills, Inc. is 93-0250770.
What is the latest Form 5500 filing year for Pendleton Woolen Mills, Inc.?
The latest loaded Form 5500 filing year for Pendleton Woolen Mills, Inc. is 2023.

Related Form 5500 pages