Coos Bay, 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, Coos Bay, OR has 12 loaded benefit plan(s) reported by 8 plan sponsor(s), with $127,814,305 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
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $127,814,305
- Total reported liabilities (EOY)
- $706,769
- Total reported net assets (EOY)
- $127,107,536
Contributions & income
- Employer contributions
- $5,952,273
- Participant contributions
- $5,619,992
- Total income / additions
- $31,060,954
Expenses & distributions
- Benefits paid / distributions
- $19,750,403
- Total expenses
- $20,205,850
- Net increase / (decrease)
- $10,855,104
Coverage
- Total reported participants
- 4,308
- Plans with financial statements
- 8
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Coos Bay, 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 |
|---|---|---|---|
| North Bend Medical Center 401(K) Plan | North Bend Medical Center, Inc. | $77,987,015 | 2023 |
| Cardinal Services, Inc. 401k Plan | Cardinal Services, Inc. | $16,607,343 | 2023 |
| Mckay'S Market 401(K) Plan | K.E. Mckay'S Market Of Coos Bay, Inc. | $8,657,277 | 2023 |
| Mckay'S Market Employee Stock Ownership Plan | K.E. Mckay'S Market Of Coos Bay, Inc. | $8,601,332 | 2023 |
| Southport Forest Products 401(K) Plan | Southport Forest Products, LLC | $7,717,838 | 2023 |
| Three Rivers Casino And Affiliates Deferred Compensation Plan | Confederated Tribes Of Coos, Lower Umpqua And Siuslaw Indians | $7,435,687 | 2023 |
| Alestial Inc. Profit Sharing Plan | Alestial Inc. | $807,813 | 2023 |
| Mungbunny Enterprises, Inc. 401(K) Plan | Mungbunny Enterprises, Inc. | $0 | 2023 |
| North Bend Medical Center Health And Welfare Employee Benefit Plan | North Bend Medical Center | not reported in the loaded dataset | 2023 |
| Oregon Coast Community Action Welfare Benefit Plan | Oregon Coast Community Action | not reported in the loaded dataset | 2023 |
| Ke Mckays Markets Of Coos Bay, Inc. Benefit Plan | Ke Mckays Markets Of Coos Bay, Inc. | not reported in the loaded dataset | 2023 |
| Southport Forest Products, LLC Health & Welfare Benefit Plan | Southport Forest Products, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Coos Bay → · Coos Bay plans by participants → · Coos Bay plans with financial data → · Coos Bay plans with provider compensation → · $1B+ plans in Coos Bay →
Related Form 5500 pages
- All OR Form 5500 filings
- North Bend Medical Center 401(K) Plan (plan 001)
- North Bend Medical Center, Inc. — all reported plans
- Cardinal Services, Inc. 401k Plan (plan 001)
- Cardinal Services, Inc. — all reported plans
- Mckay'S Market 401(K) Plan (plan 002)
- K.E. Mckay'S Market Of Coos Bay, Inc. — all reported plans
- Mckay'S Market Employee Stock Ownership Plan (plan 001)
- Southport Forest Products 401(K) Plan (plan 001)
- Southport Forest Products, LLC — all reported plans
- Three Rivers Casino And Affiliates Deferred Compensation Plan (plan 001)
- Confederated Tribes Of Coos, Lower Umpqua And Siuslaw Indians — all reported plans
- Alestial Inc. Profit Sharing Plan (plan 001)
- Alestial Inc. — all reported plans
- Mungbunny Enterprises, Inc. 401(K) Plan (plan 001)
- Mungbunny Enterprises, Inc. — all reported plans
- North Bend Medical Center Health And Welfare Employee Benefit Plan (plan 506)
- Oregon Coast Community Action Welfare Benefit Plan (plan 501)
- Oregon Coast Community Action — all reported plans
- Ke Mckays Markets Of Coos Bay, Inc. Benefit Plan (plan 501)
- Southport Forest Products, LLC Health & Welfare Benefit Plan (plan 506)
- Methodology
- Data sources