Coburg, 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, Coburg, OR has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $45,334,028 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
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $45,334,028
- Total reported liabilities (EOY)
- $33,814
- Total reported net assets (EOY)
- $45,300,214
Contributions & income
- Employer contributions
- $3,378,998
- Participant contributions
- $2,462,433
- Total income / additions
- $11,260,797
Expenses & distributions
- Benefits paid / distributions
- $4,620,829
- Total expenses
- $4,925,039
- Net increase / (decrease)
- $6,335,758
Coverage
- Total reported participants
- 1,586
- Plans with financial statements
- 6
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Coburg, 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 |
|---|---|---|---|
| Rlc Profit Sharing 401(K) Plan | Roger Langeliers Construction Co. | $24,315,804 | 2023 |
| Marathon Coach, Inc. Profit Sharing 401(K) Plan | Marathon Coach, Inc. | $7,197,538 | 2023 |
| Jaj Enterprises, LLC Profit Sharing 401(K) Plan | Jaj Enterprises, LLC | $6,736,160 | 2023 |
| Truck ' N Travel 401(K) Plan | Eugene Truck Haven, Inc. Dba Truck 'N Travel | $2,921,526 | 2023 |
| Serenity Lane Health Services And Affiliated Companies Pension Plan | Serenity Lane Health Services | $2,882,610 | 2023 |
| Bergeson-Boese & Associates, Inc. 401(K) Plan | Bergeson-Boese & Associates, Inc. | $1,280,390 | 2023 |
| Marathon Coach, Inc. Cafeteria Plan | Marathon Coach, Inc. | not reported in the loaded dataset | 2023 |
| Serenity Lane Healthcare Plan | Serenity Lane | not reported in the loaded dataset | 2023 |
| Jaj Enterprises, LLC Life | Jaj Enterprises, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Coburg → · Coburg plans by participants → · Coburg plans with financial data → · Coburg plans with provider compensation → · $1B+ plans in Coburg →
Related Form 5500 pages
- All OR Form 5500 filings
- Rlc Profit Sharing 401(K) Plan (plan 001)
- Roger Langeliers Construction Co. — all reported plans
- Marathon Coach, Inc. Profit Sharing 401(K) Plan (plan 001)
- Marathon Coach, Inc. — all reported plans
- Jaj Enterprises, LLC Profit Sharing 401(K) Plan (plan 002)
- Jaj Enterprises, LLC — all reported plans
- Truck ' N Travel 401(K) Plan (plan 001)
- Eugene Truck Haven, Inc. Dba Truck 'N Travel — all reported plans
- Serenity Lane Health Services And Affiliated Companies Pension Plan (plan 001)
- Serenity Lane Health Services — all reported plans
- Bergeson-Boese & Associates, Inc. 401(K) Plan (plan 001)
- Bergeson-Boese & Associates, Inc. — all reported plans
- Marathon Coach, Inc. Cafeteria Plan (plan 501)
- Serenity Lane Healthcare Plan (plan 501)
- Serenity Lane — all reported plans
- Jaj Enterprises, LLC Life (plan 501)
- Methodology
- Data sources