Klamath Falls, 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, Klamath Falls, OR has 23 loaded benefit plan(s) reported by 16 plan sponsor(s), with $205,847,209 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 23
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $205,847,209
- Total reported liabilities (EOY)
- $13,025
- Total reported net assets (EOY)
- $205,834,149
Contributions & income
- Employer contributions
- $9,647,226
- Participant contributions
- $13,888,924
- Total income / additions
- $54,878,905
Expenses & distributions
- Benefits paid / distributions
- $14,965,244
- Total expenses
- $15,734,867
- Net increase / (decrease)
- $39,144,038
Coverage
- Total reported participants
- 8,622
- Plans with financial statements
- 16
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Klamath Falls, 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 |
|---|---|---|---|
| Sky Lakes Medical Center 401(K) | Sky Lakes Medical Center, Inc. | $138,410,162 | 2023 |
| Ed Staub & Sons Petroleum Inc. 401(K) Profit Sharing Plan | Ed Staub & Sons Petroleum Inc. | $29,445,021 | 2023 |
| Klamath Child And Family Treatment Center Retirement Plan | Klamath Child And Family Treatment Center Inc | $6,494,324 | 2023 |
| Quail Mountain, Inc. 401(K) Plan | Quail Mountain, Inc. | $6,230,679 | 2023 |
| Brandsness, Brandsness & Rudd Pc Profit Sharing Plan | Brandsness, Brandsness & Rudd Pc | $5,356,165 | 2023 |
| Klamath Health Partnership Inc Pntsa | Klamath Health Partnership Inc | $4,091,935 | 2023 |
| Argonaut Food Partners, LLC Retirement Plan | Argonaut Food Partners, LLC | $3,219,462 | 2023 |
| Klamath Family Head Start 403(B) Plan | Klamath Family Head Start | $3,213,407 | 2023 |
| Great Basin Insurance 401(K) Plan | Great Basin Insurance, Inc. | $2,732,309 | 2023 |
| Masami Foods, Inc. 401(K) Profit Sharing Plan | Masami Foods, Inc. | $2,087,012 | 2023 |
| Klamath Animal Clinic Inc 401(K) Profit Sharing Plan & Trust | Klamath Animal Clinic Inc | $1,792,286 | 2023 |
| All Seasons Mortgage Services 401k Plan | Bck Capital Inc Dba All Seasons Mortgage Service Group | $1,742,487 | 2023 |
| Swetland Anesthesia Associated, Pc. 401 K Profit Sharing Plan & Trust | Swetland Anesthesiology Assoc, Pc | $962,924 | 2023 |
| Aw Bush & Associates Retirement Plan | Aw Bush & Associates, Inc. | $69,001 | 2023 |
| Gbi Eugene 401(K) Plan | Great Basin Insurance Eugene, LLC | $35 | 2023 |
| J Eric Brunswick Pc Profit Sharing Plan & Trust | J Eric Brunswick Pc | $0 | 2023 |
| Ed Staub & Sons Petroleum, Inc. 125 Cafeteria Plan | Ed Staub & Sons Petroleum, Inc. | not reported in the loaded dataset | 2023 |
| Sky Lakes Medical Center Long Term Disability Plan | Sky Lakes Medical Center | not reported in the loaded dataset | 2023 |
| Klamath Child And Family Treatment Center | Klamath Child And Family Treatment Center | not reported in the loaded dataset | 2023 |
| Sky Lakes Medical Center | Sky Lakes Medical Center | not reported in the loaded dataset | 2023 |
| Masami Foods, Inc. Benefit Plan | Masami Foods, Inc | not reported in the loaded dataset | 2023 |
| Klamath Health Partnership Inc Benefit Plan | Klamath Health Partnership | not reported in the loaded dataset | 2023 |
| Sky Lakes Medical Center Cafeteria Plan | Sky Lakes Medical Center | not reported in the loaded dataset | 2023 |
Largest plans in Klamath Falls → · Klamath Falls plans by participants → · Klamath Falls plans with financial data → · Klamath Falls plans with provider compensation → · $1B+ plans in Klamath Falls →
Related Form 5500 pages
- All OR Form 5500 filings
- Sky Lakes Medical Center 401(K) (plan 003)
- Sky Lakes Medical Center, Inc. — all reported plans
- Ed Staub & Sons Petroleum Inc. 401(K) Profit Sharing Plan (plan 001)
- Ed Staub & Sons Petroleum Inc. — all reported plans
- Klamath Child And Family Treatment Center Retirement Plan (plan 001)
- Klamath Child And Family Treatment Center Inc — all reported plans
- Quail Mountain, Inc. 401(K) Plan (plan 002)
- Quail Mountain, Inc. — all reported plans
- Brandsness, Brandsness & Rudd Pc Profit Sharing Plan (plan 001)
- Brandsness, Brandsness & Rudd Pc — all reported plans
- Klamath Health Partnership Inc Pntsa (plan 001)
- Klamath Health Partnership Inc — all reported plans
- Argonaut Food Partners, LLC Retirement Plan (plan 002)
- Argonaut Food Partners, LLC — all reported plans
- Klamath Family Head Start 403(B) Plan (plan 001)
- Klamath Family Head Start — all reported plans
- Great Basin Insurance 401(K) Plan (plan 003)
- Great Basin Insurance, Inc. — all reported plans
- Masami Foods, Inc. 401(K) Profit Sharing Plan (plan 001)
- Masami Foods, Inc. — all reported plans
- Klamath Animal Clinic Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Klamath Animal Clinic Inc — all reported plans
- All Seasons Mortgage Services 401k Plan (plan 001)
- Bck Capital Inc Dba All Seasons Mortgage Service Group — all reported plans
- Swetland Anesthesia Associated, Pc. 401 K Profit Sharing Plan & Trust (plan 001)
- Swetland Anesthesiology Assoc, Pc — all reported plans
- Aw Bush & Associates Retirement Plan (plan 001)
- Aw Bush & Associates, Inc. — all reported plans
- Gbi Eugene 401(K) Plan (plan 001)
- Great Basin Insurance Eugene, LLC — all reported plans
- Methodology
- Data sources