Corvallis, 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, Corvallis, OR has 36 loaded benefit plan(s) reported by 29 plan sponsor(s), with $1,224,519,647 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 36
- Plan sponsors
- 29
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,224,519,647
- Total reported liabilities (EOY)
- $819,758
- Total reported net assets (EOY)
- $1,223,699,889
Contributions & income
- Employer contributions
- $40,762,897
- Participant contributions
- $49,479,462
- Total income / additions
- $279,665,847
Expenses & distributions
- Benefits paid / distributions
- $100,564,080
- Total expenses
- $101,713,471
- Net increase / (decrease)
- $177,952,376
Coverage
- Total reported participants
- 25,948
- Plans with financial statements
- 29
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Corvallis, 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 |
|---|---|---|---|
| Samaritan Health Services Tax Sheltered Annuity Pl | Samaritan Health Services | $614,620,661 | 2023 |
| Samaritan Health Services Retirement Plan | Samaritan Health Services | $288,776,940 | 2023 |
| Good Samaritan Hospital Retirement Plan | Good Samaritan Hospital Corvallis | $101,012,604 | 2023 |
| Osu Foundation Money Purchase Plan | Oregon State University Foundation | $45,379,224 | 2023 |
| Oregon State Credit Union 401(K) Plan | Oregon State Credit Union | $43,648,406 | 2023 |
| Citizens Bank 401(K) Plan | Citizens Bank | $25,230,085 | 2023 |
| Corvallis Radiology, Pc Employees' Profit Sharing Plan And Trust | Corvallis Radiology, Pc | $23,104,688 | 2023 |
| Devco Engineering, Inc. Employee Stock Ownership Plan | Devco Engineering, Inc. | $11,128,406 | 2023 |
| Mary'S Peak Emergency Physicians, P. C. 401(K) Profit Sharing Plan And Trust | Mary'S Peak Emergency Physicians Pc | $9,683,874 | 2023 |
| Hollingsworth & Vose Fiber Company Glass Fiber Production 401(K) Plan | Hollingsworth & Vose Company | $8,442,961 | 2023 |
| Microtec Inc 401(K) Retirement Plan | Microtec Inc | $7,912,149 | 2023 |
| Gerding Companies, Inc. Employee Stock Ownership Plan And Trust | Gerding Companies, Inc. | $7,701,000 | 2023 |
| Marek & Lanker, Llp 401(K) Profit Sharing Plan | Marek & Lanker, Llp | $6,766,018 | 2023 |
| Truax Corporation Employees' Profit Sharing Plan | Truax Corporation | $5,693,034 | 2023 |
| Stahlbush Island Farms, Inc. 401(K) And Profit Sharing Plan | Stahlbush Island Farms, Inc. | $5,539,256 | 2023 |
| Western Pulp Products Company Profit Sharing And 401(K) Trust (Restated) | Western Pulp Products Co. | $4,193,506 | 2023 |
| Wood Castle Furniture Co. 401k Profit Sharing Plan | Wood Castle Furniture Company | $3,127,390 | 2023 |
| 2 Towns Ciderhouse 401(K) Plan | Forbidden Fruit Ciderhouse, LLC | $2,825,024 | 2023 |
| Unimeasure, Inc. Profit Sharing Plan | Unimeasure Inc. | $1,881,568 | 2023 |
| G. Christianson Construction, Inc 401(K) Profit Sharing Plan | G. Christianson Construction, Inc. | $1,805,316 | 2023 |
| Shoei Electronic Materials Inc 401(K) Profit Sharing Plan & Trust | Shoei Electronic Materials Inc | $1,586,909 | 2023 |
| Fitzy'S 401(K) Plan | Fitzpatrick Painting, Inc. | $1,428,375 | 2023 |
| Uncommon Cabinetry Inc 401k Profit Sharing Plan | Uncommon Cabinetry Inc | $868,188 | 2023 |
| Kids Individual Development Services, LLC 401(K) Plan | Kids Individual Development Services, LLC | $856,750 | 2023 |
| Ansonics Profit Sharing Plan | Taos Techsonics, Inc | $462,376 | 2023 |
Largest plans in Corvallis → · Corvallis plans by participants → · Corvallis plans with financial data → · Corvallis plans with provider compensation → · $1B+ plans in Corvallis →
Related Form 5500 pages
- All OR Form 5500 filings
- Samaritan Health Services Tax Sheltered Annuity Pl (plan 001)
- Samaritan Health Services — all reported plans
- Samaritan Health Services Retirement Plan (plan 002)
- Good Samaritan Hospital Retirement Plan (plan 001)
- Good Samaritan Hospital Corvallis — all reported plans
- Osu Foundation Money Purchase Plan (plan 001)
- Oregon State University Foundation — all reported plans
- Oregon State Credit Union 401(K) Plan (plan 001)
- Oregon State Credit Union — all reported plans
- Citizens Bank 401(K) Plan (plan 001)
- Citizens Bank — all reported plans
- Corvallis Radiology, Pc Employees' Profit Sharing Plan And Trust (plan 001)
- Corvallis Radiology, Pc — all reported plans
- Devco Engineering, Inc. Employee Stock Ownership Plan (plan 002)
- Devco Engineering, Inc. — all reported plans
- Mary'S Peak Emergency Physicians, P. C. 401(K) Profit Sharing Plan And Trust (plan 001)
- Mary'S Peak Emergency Physicians Pc — all reported plans
- Hollingsworth & Vose Fiber Company Glass Fiber Production 401(K) Plan (plan 007)
- Hollingsworth & Vose Company — all reported plans
- Microtec Inc 401(K) Retirement Plan (plan 002)
- Microtec Inc — all reported plans
- Gerding Companies, Inc. Employee Stock Ownership Plan And Trust (plan 002)
- Gerding Companies, Inc. — all reported plans
- Marek & Lanker, Llp 401(K) Profit Sharing Plan (plan 001)
- Marek & Lanker, Llp — all reported plans
- Truax Corporation Employees' Profit Sharing Plan (plan 001)
- Truax Corporation — all reported plans
- Stahlbush Island Farms, Inc. 401(K) And Profit Sharing Plan (plan 001)
- Stahlbush Island Farms, Inc. — all reported plans
- Methodology
- Data sources