Dallas, 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, Dallas, OR has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $35,321,660 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
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $35,321,660
- Total reported liabilities (EOY)
- $26,132
- Total reported net assets (EOY)
- $35,295,528
Contributions & income
- Employer contributions
- $2,192,404
- Participant contributions
- $2,887,669
- Total income / additions
- $10,276,040
Expenses & distributions
- Benefits paid / distributions
- $3,448,153
- Total expenses
- $3,686,090
- Net increase / (decrease)
- $6,589,950
Coverage
- Total reported participants
- 1,769
- Plans with financial statements
- 6
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Dallas, 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 |
|---|---|---|---|
| James W. Fowler Co. 401(K) Profit Sharing Plan | James W. Fowler Co. | $15,501,786 | 2023 |
| The Meduri Farms, Inc. Retirement Plan | Meduri Farms, Inc. | $9,774,880 | 2023 |
| Openroad Transportation, Inc. 401(K) Profit Sharing Plan | Openroad Transportation, Inc | $8,794,582 | 2023 |
| Donna Graham, Inc. Retirement Plan | Donna Graham, Inc | $696,217 | 2023 |
| Joieful Connections LLC 401(K) Profit Sharing Plan & Trust | Joieful Connections LLC | $504,648 | 2023 |
| Eagle Eye Investments, Inc. | Eagle Eye Investments, Inc. | $49,547 | 2023 |
| James W. Fowler Company | James W. Fowler Company | not reported in the loaded dataset | 2023 |
| Openroad Transportation Inc Employee Benefits Plan | Openroad Transportation Inc | not reported in the loaded dataset | 2023 |
| Meduri Farms Inc. Employee Insurance Plan | Meduri Farms, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Dallas → · Dallas plans by participants → · Dallas plans with financial data → · Dallas plans with provider compensation → · $1B+ plans in Dallas →
Related Form 5500 pages
- All OR Form 5500 filings
- James W. Fowler Co. 401(K) Profit Sharing Plan (plan 003)
- James W. Fowler Co. — all reported plans
- The Meduri Farms, Inc. Retirement Plan (plan 002)
- Meduri Farms, Inc. — all reported plans
- Openroad Transportation, Inc. 401(K) Profit Sharing Plan (plan 001)
- Openroad Transportation, Inc — all reported plans
- Donna Graham, Inc. Retirement Plan (plan 002)
- Donna Graham, Inc — all reported plans
- Joieful Connections LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Joieful Connections LLC — all reported plans
- Eagle Eye Investments, Inc. (plan 001)
- Eagle Eye Investments, Inc. — all reported plans
- James W. Fowler Company (plan 501)
- Openroad Transportation Inc Employee Benefits Plan (plan 501)
- Meduri Farms Inc. Employee Insurance Plan (plan 501)
- Methodology
- Data sources