Bend, 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, Bend, OR has 106 loaded benefit plan(s) reported by 78 plan sponsor(s), with $1,792,000,239 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 106
- Plan sponsors
- 78
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,792,000,239
- Total reported liabilities (EOY)
- $3,133,660
- Total reported net assets (EOY)
- $1,823,698,772
Contributions & income
- Employer contributions
- $82,233,634
- Participant contributions
- $67,914,777
- Total income / additions
- $384,545,100
Expenses & distributions
- Benefits paid / distributions
- $130,640,735
- Total expenses
- $136,267,534
- Net increase / (decrease)
- $248,277,566
Coverage
- Total reported participants
- 46,728
- Plans with financial statements
- 68
- Plans with provider compensation
- 24
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bend, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Les Schwab Profit Sharing Retirement Plan | Les Schwab Warehouse Center, LLC | $770,320,628 | 2023 |
| St. Charles Health System Retirement Plan | St. Charles Health System, Inc. | $624,912,862 | 2023 |
| Bend Memorial Clinic, P.C. 401(K) Retirement Plan | Bend Memorial Clinic, P.C. | $54,308,366 | 2023 |
| Cora 401(K) Profit Sharing Plan | Central Oregon Radiology Assoc., P.C. | $48,830,391 | 2023 |
| The Center 401(K) Plan | The Center | $43,595,415 | 2023 |
| Deschutes Brewery, Inc. 401(K) Plan | Deschutes Brewery, Inc. | $27,492,487 | 2023 |
| Revinate LLC 401(K) Retirement Plan | Revinate LLC | $18,737,595 | 2023 |
| Baney Corporation Profit Sharing Plan | Baney Corporation | $16,248,484 | 2023 |
| Central Oregon Pediatric Associates 401(K) Profit Sharing Plan | Central Oregon Pediatric Associates, Llp | $14,010,368 | 2023 |
| Nosler, Inc. 401(K) Salary Reduction Plan | Nosler, Inc. | $13,638,231 | 2023 |
| Rudy'S Markets, Inc. Employee Stock Ownership Plan And Trust | Rudy'S Markets, Inc. | $13,522,008 | 2023 |
| Pahlisch Homes, Inc. Savings And Retirement Plan | Pahlisch Home, Inc. | $13,298,208 | 2023 |
| Partners In Care 403(B) Plan | Partners In Care | $13,123,140 | 2023 |
| Hooker Creek Companies 401(K) Retirement Savings & Profit Sharing | Hooker Creek Companies, LLC | $11,335,459 | 2023 |
| Bend Surgery Center, LLC Profit Sharing Plan | Bend Surgery Center, LLC | $10,714,995 | 2023 |
| Tokyo Century (Usa) Inc. 401(K) Retirement Savings Plan | Allegiant Partners, Inc. | $10,397,847 | 2023 |
| Kirby Nagelhout Construction Company 401(K) Plan | Kirby Nagelhout Construction Company | $8,398,085 | 2023 |
| Community Integrated Work Program, Inc. 401(K) Plan | Community Integrated Work Program, Inc. | $7,440,967 | 2023 |
| Epic Aircraft LLC 401(K) Plan | Epic Aircraft LLC | $7,121,429 | 2023 |
| Bryant Lovlien & Jarvis, P.C. 401(K) Profit Sharing Plan & Trust | Bryant Lovlien & Jarvis, P.C. | $5,832,074 | 2023 |
| Sunshine Retirement Living LLC 401(K) Plan | Sunshine Retirement Living LLC | $5,775,621 | 2023 |
| Rudy'S Market, Inc. 401(K) Retirement Plan | Rudy'S Market, Inc | $5,123,002 | 2023 |
| Seran Bioscience 401(K) Plan | Seran Bioscience, LLC | $5,103,956 | 2023 |
| Sun Forest Construction, Ltd. Employee Stock Ownership Plan | Sun Forest Construction, Ltd. | $3,958,723 | 2023 |
| Construction Funding Resources LLC 401(K) Profit Sharing Plan | Construction Funding Resources, LLC | $3,760,167 | 2023 |
Largest plans in Bend → · Bend plans by participants → · Bend plans with financial data → · Bend plans with provider compensation → · $1B+ plans in Bend →
Related Form 5500 pages
- All OR Form 5500 filings
- Les Schwab Profit Sharing Retirement Plan (plan 333)
- Les Schwab Warehouse Center, LLC — all reported plans
- St. Charles Health System Retirement Plan (plan 001)
- St. Charles Health System, Inc. — all reported plans
- Bend Memorial Clinic, P.C. 401(K) Retirement Plan (plan 002)
- Bend Memorial Clinic, P.C. — all reported plans
- Cora 401(K) Profit Sharing Plan (plan 001)
- Central Oregon Radiology Assoc., P.C. — all reported plans
- The Center 401(K) Plan (plan 005)
- The Center — all reported plans
- Deschutes Brewery, Inc. 401(K) Plan (plan 001)
- Deschutes Brewery, Inc. — all reported plans
- Revinate LLC 401(K) Retirement Plan (plan 002)
- Revinate LLC — all reported plans
- Baney Corporation Profit Sharing Plan (plan 001)
- Baney Corporation — all reported plans
- Central Oregon Pediatric Associates 401(K) Profit Sharing Plan (plan 001)
- Central Oregon Pediatric Associates, Llp — all reported plans
- Nosler, Inc. 401(K) Salary Reduction Plan (plan 001)
- Nosler, Inc. — all reported plans
- Rudy'S Markets, Inc. Employee Stock Ownership Plan And Trust (plan 002)
- Rudy'S Markets, Inc. — all reported plans
- Pahlisch Homes, Inc. Savings And Retirement Plan (plan 001)
- Pahlisch Home, Inc. — all reported plans
- Partners In Care 403(B) Plan (plan 001)
- Partners In Care — all reported plans
- Hooker Creek Companies 401(K) Retirement Savings & Profit Sharing (plan 001)
- Hooker Creek Companies, LLC — all reported plans
- Bend Surgery Center, LLC Profit Sharing Plan (plan 001)
- Bend Surgery Center, LLC — all reported plans
- Methodology
- Data sources