Heppner, 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, Heppner, OR has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $29,124,751 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $29,124,751
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $29,124,751
Contributions & income
- Employer contributions
- $1,616,005
- Participant contributions
- $961,965
- Total income / additions
- $6,754,851
Expenses & distributions
- Benefits paid / distributions
- $3,282,809
- Total expenses
- $3,384,884
- Net increase / (decrease)
- $3,369,967
Coverage
- Total reported participants
- 720
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Heppner, 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 |
|---|---|---|---|
| Bank Of Eastern Oregon 401(K) And Employee Stock Ownership Plan | Bank Of Eastern Oregon | $23,709,412 | 2023 |
| Charles & Marcia Anderson Profit Sharing Plan & Tr | Charles & Marcia Anderson Partners | $5,415,339 | 2023 |
| Community Counseling Solutions Health And Welfare Plan | Community Counseling Solutions | not reported in the loaded dataset | 2023 |
| Bank Of Eastern Oregon Welfare Benefit Plan | Bank Of Eastern Oregon | not reported in the loaded dataset | 2023 |
Largest plans in Heppner → · Heppner plans by participants → · Heppner plans with financial data → · Heppner plans with provider compensation → · $1B+ plans in Heppner →
Related Form 5500 pages
- All OR Form 5500 filings
- Bank Of Eastern Oregon 401(K) And Employee Stock Ownership Plan (plan 001)
- Bank Of Eastern Oregon — all reported plans
- Charles & Marcia Anderson Profit Sharing Plan & Tr (plan 003)
- Charles & Marcia Anderson Partners — all reported plans
- Community Counseling Solutions Health And Welfare Plan (plan 501)
- Community Counseling Solutions — all reported plans
- Bank Of Eastern Oregon Welfare Benefit Plan (plan 501)
- Methodology
- Data sources