Canby, 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, Canby, OR has 12 loaded benefit plan(s) reported by 11 plan sponsor(s), with $62,920,788 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $62,920,788
- Total reported liabilities (EOY)
- $84,141
- Total reported net assets (EOY)
- $62,836,647
Contributions & income
- Employer contributions
- $1,711,822
- Participant contributions
- $3,311,293
- Total income / additions
- $15,710,520
Expenses & distributions
- Benefits paid / distributions
- $4,030,194
- Total expenses
- $4,118,147
- Net increase / (decrease)
- $11,592,373
Coverage
- Total reported participants
- 1,299
- Plans with financial statements
- 9
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Canby, 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 |
|---|---|---|---|
| Wilson Construction Company 401(K) Profit Sharing Plan | Wilson Construction Company | $41,401,259 | 2023 |
| Hawksoft 401(K) Plan | Hawksoft, Inc. | $8,309,570 | 2023 |
| Shimadzu Usa Manufacturing, Inc. Retirement Plan | Shimadzu Usa Manufacturing, Inc. | $6,167,549 | 2023 |
| Premier Rps 401(K) Plan | Premier Retirement Services, Inc. | $4,026,061 | 2023 |
| Vata 401(K) Plan | Vata, Inc. | $1,573,875 | 2023 |
| S. R. Johnson Plumbing 401(K) Plan | S R Johnson Plumbing | $856,692 | 2023 |
| Patrick Family Retirement Plan | Patrick Family, Inc. | $366,741 | 2023 |
| Faelan Enterprises, Inc. 401(K) Profit Sharing Plan | Faelan Enterprises, Inc. | $192,523 | 2023 |
| V1 Enterprises Retirement Plan | V1 Enterprises, Inc. | $26,518 | 2023 |
| Shimadzu Usa Health And Welfare | Shimadzu Usa Manufacturing Inc. | not reported in the loaded dataset | 2023 |
| Rose Agri Seed, Inc. Welfare Benefit Plan | Rose Agri Seed, Inc. | not reported in the loaded dataset | 2023 |
| Ohana Ventures, LLC Health & Welfare Plan | Ohana Ventures, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Canby → · Canby plans by participants → · Canby plans with financial data → · Canby plans with provider compensation → · $1B+ plans in Canby →
Related Form 5500 pages
- All OR Form 5500 filings
- Wilson Construction Company 401(K) Profit Sharing Plan (plan 001)
- Wilson Construction Company — all reported plans
- Hawksoft 401(K) Plan (plan 001)
- Hawksoft, Inc. — all reported plans
- Shimadzu Usa Manufacturing, Inc. Retirement Plan (plan 001)
- Shimadzu Usa Manufacturing, Inc. — all reported plans
- Premier Rps 401(K) Plan (plan 001)
- Premier Retirement Services, Inc. — all reported plans
- Vata 401(K) Plan (plan 001)
- Vata, Inc. — all reported plans
- S. R. Johnson Plumbing 401(K) Plan (plan 001)
- S R Johnson Plumbing — all reported plans
- Patrick Family Retirement Plan (plan 001)
- Patrick Family, Inc. — all reported plans
- Faelan Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Faelan Enterprises, Inc. — all reported plans
- V1 Enterprises Retirement Plan (plan 001)
- V1 Enterprises, Inc. — all reported plans
- Shimadzu Usa Health And Welfare (plan 501)
- Rose Agri Seed, Inc. Welfare Benefit Plan (plan 501)
- Rose Agri Seed, Inc. — all reported plans
- Ohana Ventures, LLC Health & Welfare Plan (plan 501)
- Ohana Ventures, LLC — all reported plans
- Methodology
- Data sources