Plan5500

Aumsville, 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, Aumsville, OR has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $10,139,579 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Aumsville

  • 3 loaded plans hold $10.1M in reported assets across 2 sponsors.
  • The largest, Blazer Industries, Inc. 401(K) Profit Sharing Plan, holds 93% of reported Aumsville plan assets.
  • Plans cover 323 participants — about 108 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.1MSummed across loaded plans$10,139,579
Total reported assets$10.1M$10,139,579
Total reported participants323
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.1M total assets
Net assets$10.1MLiabilities$0
Contributions & income
Employer contributions$233.4K
Participant contributions$489.9K
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)$539.1K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Computed from loaded plans

Aumsville market comparison

Largest plan share of assets93%Blazer Industries, Inc. 401(K) Profit Sharing Plan
Participants per plan108Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Aumsville

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

  1. 1
    Blazer Industries, Inc. 401(K) Profit Sharing Plan$9.5M
    Blazer Industries, Inc. · 2023
  2. 2
    Cascade Sound, Inc. Employees' Retirement Trust$672.5K
    Cascade Sound, Inc · 2023
  3. 3
    Blazer Industries, Inc. Health & Welfare Benefit Plannot reported in the loaded dataset
    Blazer Industries, Inc. · 2023

Largest plans in Aumsville → · Aumsville plans by participants → · Aumsville plans with financial data → · Aumsville plans with provider compensation → · $1B+ plans in Aumsville →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Aumsville, OR?
3 plan(s) reported by 2 sponsor(s) are loaded for Aumsville, OR.

Related Form 5500 pages