Oregon, OH 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, Oregon, OH has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $20,984,465 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $20,984,465
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $20,984,465
Contributions & income
- Employer contributions
- $434,821
- Participant contributions
- $1,040,320
- Total income / additions
- $4,824,854
Expenses & distributions
- Benefits paid / distributions
- $2,583,534
- Total expenses
- $2,651,460
- Net increase / (decrease)
- $2,173,394
Coverage
- Total reported participants
- 1,326
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oregon, OH 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 |
|---|---|---|---|
| E.S. Wagner Company Profit Sharing Plan And Trust | E.S. Wagner Company | $19,690,195 | 2023 |
| Sdc 401(K) Plan | S & D Capital | $1,294,270 | 2023 |
| E.S. Wagner Company Employee Benefits Plan | E.S. Wagner Company | not reported in the loaded dataset | 2023 |
| Chi Living Communities Employee Benefit Plan | Chi Living Communities | not reported in the loaded dataset | 2023 |
Largest plans in Oregon → · Oregon plans by participants → · Oregon plans with financial data → · Oregon plans with provider compensation → · $1B+ plans in Oregon →
Related Form 5500 pages
- All OH Form 5500 filings
- E.S. Wagner Company Profit Sharing Plan And Trust (plan 002)
- E.S. Wagner Company — all reported plans
- Sdc 401(K) Plan (plan 002)
- S & D Capital — all reported plans
- E.S. Wagner Company Employee Benefits Plan (plan 501)
- Chi Living Communities Employee Benefit Plan (plan 501)
- Chi Living Communities — all reported plans
- Methodology
- Data sources