Lake Oswego, 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, Lake Oswego, OR has 98 loaded benefit plan(s) reported by 74 plan sponsor(s), with $5,798,419,863 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 98
- Plan sponsors
- 74
- Total reported assets (EOY)
- $5,798,419,863
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Precision Castparts Corp. 401(K) Retirement Savings Plan | Precision Castparts Corp. | $2,192,492,885 | 2023 |
| Precision Castparts Corp Master Trust Defined Benefit Plans | Precision Castparts Corp | $1,305,183,671 | 2023 |
| Precision Castparts Corp. Retirement Plan | Precision Castparts Corp. | $1,050,068,390 | 2023 |
| Biotronik/Micro Systems Engineering 401(K) Plan | Biotronik Corporate Services Us, Inc. | $271,794,789 | 2023 |
| The Greenbrier Companies 401(K) Retirement Savings Plan | The Greenbrier Companies, Inc. | $233,630,864 | 2023 |
| Navex Global 401(K) Plan | Navex Global, Inc. | $80,926,254 | 2023 |
| Quest Investment Management, Inc Group Trust Quest Group Trust V Fund | Quest Investment Management, LLC | $46,262,924 | 2023 |
| Leadventure 401(K) Savings Plan | Leadventure | $42,648,161 | 2023 |
| Quest Investment Management, Inc Group Trust Quest Group Trust Vii Fund | Quest Investment Management, LLC | $34,215,971 | 2023 |
| Delap Llp Retirement Plan | Delap Llp | $33,057,502 | 2023 |
| Quest Investment Management, Inc Group Trust Quest Group Trust Iv Fund | Quest Investment Management, LLC | $28,497,506 | 2023 |
| Quest Investment Management, Inc Group Trust Quest Group Trust Iii Fund | Quest Investment Management, LLC | $26,049,386 | 2023 |
| Acme Construction Supply Co., Inc. 401(K) Retirement Savings Plan | Acme Construction Supply Co., Inc. | $25,613,094 | 2023 |
| Oregon Catholic Press 403(B) Plan | Oregon Catholic Press | $25,607,782 | 2023 |
| Kbf Cpas Llp 401(K) Profit Sharing Plan | Kbf Cpas Llp | $24,926,165 | 2023 |
| Milestone Systems, Inc. 401(K) Plan | Milestone Systems, Inc. | $24,551,471 | 2023 |
| Vesta Corporation 401(K) Plan | Vesta Corporation | $24,538,399 | 2023 |
| Northwest Firefighters Relief Association Welfare Benefit Plan | Northwest Firefighters Relief Association | $21,021,456 | 2023 |
| Berg Capital Corporation Profit Sharing Plan | Berg Capital Corporation | $20,662,028 | 2023 |
| Bridgewell Resources LLC 401(K) Savings Plan | Bridgewell Resources LLC | $20,603,715 | 2023 |
| Quest Investment Management, Inc Group Trust Quest Group Trust Vi Fund | Quest Investment Management, LLC | $18,524,298 | 2023 |
| Logical Position Retirement Plan | Logical Position LLC | $18,506,292 | 2023 |
| Hoffman, Stewart & Schmidt, P.C. 401(K) Profit Sharing Plan | Hoffman, Stewart & Schmidt, Pc | $18,040,082 | 2023 |
| Pence Construction 401(K) Plan | Lcg Pence, LLC | $17,019,758 | 2023 |
| Yakima Products, Inc. 401(K) Savings Plan | Yakima Products, Inc. | $15,569,395 | 2023 |
Largest plans in Lake Oswego → · Lake Oswego plans with financial data → · $1B+ plans in Lake Oswego → · Providers by reported compensation →
Related Form 5500 pages
- All OR Form 5500 filings
- Precision Castparts Corp. 401(K) Retirement Savings Plan (plan 004)
- Precision Castparts Corp. — all reported plans
- Precision Castparts Corp Master Trust Defined Benefit Plans (plan 001)
- Precision Castparts Corp — all reported plans
- Precision Castparts Corp. Retirement Plan (plan 002)
- Biotronik/Micro Systems Engineering 401(K) Plan (plan 001)
- Biotronik Corporate Services Us, Inc. — all reported plans
- The Greenbrier Companies 401(K) Retirement Savings Plan (plan 001)
- The Greenbrier Companies, Inc. — all reported plans
- Navex Global 401(K) Plan (plan 001)
- Navex Global, Inc. — all reported plans
- Quest Investment Management, Inc Group Trust Quest Group Trust V Fund (plan 074)
- Quest Investment Management, LLC — all reported plans
- Leadventure 401(K) Savings Plan (plan 001)
- Leadventure — all reported plans
- Quest Investment Management, Inc Group Trust Quest Group Trust Vii Fund (plan 076)
- Delap Llp Retirement Plan (plan 001)
- Delap Llp — all reported plans
- Quest Investment Management, Inc Group Trust Quest Group Trust Iv Fund (plan 073)
- Quest Investment Management, Inc Group Trust Quest Group Trust Iii Fund (plan 072)
- Acme Construction Supply Co., Inc. 401(K) Retirement Savings Plan (plan 001)
- Acme Construction Supply Co., Inc. — all reported plans
- Oregon Catholic Press 403(B) Plan (plan 001)
- Oregon Catholic Press — all reported plans
- Kbf Cpas Llp 401(K) Profit Sharing Plan (plan 001)
- Kbf Cpas Llp — all reported plans
- Methodology
- Data sources