Stoel Rives Retirement Plan — Form 5500 plan (Stoel Rives Llp)
Plain-English plan 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, Stoel Rives Retirement Plan is a benefit plan reported by Stoel Rives Llp under EIN 93-0408771 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,393 participants and $536,592,250 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stoel Rives Llp
- EIN
- 93-0408771
- Plan number
- 333
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,393
- End-of-year plan assets
- $536,592,250
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,393 | H, C | 20241009150342NAL0018604929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $536,592,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $536,592,250
- Net assets (BOY)
- $505,131,050
Income & contributions
- Employer contributions
- $9,020,335
- Participant contributions
- $7,585,096
- Total contributions
- $19,159,028
- Total income / additions
- $78,817,444
Expenses & distributions
- Benefits paid
- $46,680,074
- Administrative expenses
- $676,170
- Total expenses
- $47,356,244
- Net increase / (decrease)
- $31,461,200
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meketa Investment Group | NONE | $276,750 | not reported in the loaded dataset | 2023 |
| Wcm Investment Management | NONE | $185,381 | not reported in the loaded dataset | 2023 |
| Principal Bank | NONE | $143,882 | $0 | 2023 |
| Matrix Trust | NONE | $18,597 | $0 | 2023 |
| Vulcan Value Partners LLC | NONE | $13,618 | $0 | 2023 |
| Baker Ellis Asset Management | NONE | $8,534 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stoel Rives Llp
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Meketa Investment Group — Schedule C compensation
- Wcm Investment Management — Schedule C compensation
- Principal Bank — Schedule C compensation
- Matrix Trust — Schedule C compensation
- Vulcan Value Partners LLC — Schedule C compensation
- Baker Ellis Asset Management — Schedule C compensation