Astoria, 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, Astoria, OR has 9 loaded benefit plan(s) reported by 5 plan sponsor(s), with $161,202,179 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$161,202,179
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$161,202,179

Contributions & income

Employer contributions
$3,850,664
Participant contributions
$4,995,063
Total income / additions
$34,138,315

Expenses & distributions

Benefits paid / distributions
$9,437,328
Total expenses
$10,054,399
Net increase / (decrease)
$24,083,916

Coverage

Total reported participants
3,272
Plans with financial statements
7
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Astoria, 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

Largest loaded plans in Astoria, OR
PlanSponsorReported assets (EOY)Year
Columbia Memorial Hospital Retirement PlanColumbia Memorial Hospital$53,841,8432023
Columbia Memorial Hospital 403(B) Tax Deferred AnnuityColumbia Lutheran Charities Dba Columbia Memorial Hospital$44,650,8692023
Englund Marine Supply Co., Inc. 401(K) Profit Sharing PlanEnglund Marine Supply Co., Inc.$33,859,0652023
Columbia Memorial Hospital Tsa/Thrift Plan And TrustColumbia Lutheran Charities Dba Columbia Memorial Hospital$24,222,4542023
Dmt Auto Parts, Inc. 401k Profit Sharing PlanDmt Auto Parts, Inc.$1,700,7222023
Saddle Mountain Inc/Columbia River Bar Pilots LLC Retirement Plan And TrustSaddle Mountain, Inc/Columbia River Bar Pilots, LLC$1,572,8542023
River Barrel Brewing Inc 401(K) Profit Sharing Plan & TrustRiver Barrel Brewing Inc$1,354,3722023
Englund Marine Supply Co.Englund Marine Supply Co., Inc.not reported in the loaded dataset2023
Group Health Plan For EmployeesColumbia Memorial Hospitalnot reported in the loaded dataset2023

Related Form 5500 pages