Milwaukie, 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, Milwaukie, OR has 29 loaded benefit plan(s) reported by 21 plan sponsor(s), with $601,060,835 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 29
- Plan sponsors
- 21
- Total reported assets (EOY)
- $601,060,835
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Bob'S Red Mill Natural Foods, Inc. Employee Stock Ownership Plan | Bob'S Red Mill Natural Foods, Inc. | $235,753,413 | 2023 |
| Eye Health Northwest, P.C. 401(K) Profit Sharing Plan And Trust | Eye Health Northwest, P.C. | $83,937,828 | 2023 |
| The Marquis 401(K) Savings Plan | Marquis Companies I, Inc. | $72,293,021 | 2023 |
| Shelter Products, Inc. Savings Plan And Trust | Shelter Products, Inc. | $46,287,143 | 2023 |
| Northwest Primary Care Group, Pc 401(K) Plan | Northwest Primary Care Group, Pc | $44,406,204 | 2023 |
| Bob'S Red Mill 401(K) Retirement Savings Plan | Bob'S Red Mill Natural Foods, Inc. | $34,664,320 | 2023 |
| Reliable Credit Association, Inc. Profit Sharing Trust | Reliable Credit Association, Inc. | $29,758,465 | 2023 |
| The Stoner Electric Group 401k Plan | Stoner Electric, LLC | $12,507,454 | 2023 |
| Mar-Hy Distributors 401(K) Profit Sharing Plan | Mar-Hy Distributors, Inc. | $7,591,354 | 2023 |
| Clackamas County Childrens Commission 403(B) Plan | Clackamas County Childrens Commission | $7,374,425 | 2023 |
| Dark Horse 401(K) Profit Sharing Plan | Dark Horse Comics, LLC | $7,186,208 | 2023 |
| Princeton Property Management, Inc. 401(K) Profit Sharing Plan | Princeton Property Management, Inc | $4,772,580 | 2023 |
| Oregonians Credit Union Retirement Plan | Oregonians Credit Union | $4,708,298 | 2023 |
| Nwe Brands Inc 401(K) Profit Sharing Plan & Trust | Nwe Brands Inc | $4,197,087 | 2023 |
| Dieringer'S Properties, Inc. Retirement Savings Plan | Dieringer'S Properties, Inc. | $3,213,924 | 2023 |
| Breakside Brewery, Inc. Employee Stock Ownership Plan | Breakside Brewery, Inc. | $1,200,145 | 2023 |
| Abcddavis Retirement Plan | Abcddavis, Inc | $966,050 | 2023 |
| Stages Northwest Incorporated 401(K) Plan | Stages Northwest Incorporated | $242,916 | 2023 |
| Convergence Networks, Inc. Health And Welfare Plan | Convergence Networks, Inc. | not reported in the loaded dataset | 2023 |
| Cascade Utilities, Inc. And Affiliates Employee Benefit Plan | Cascade Utilities, Inc. | not reported in the loaded dataset | 2023 |
| Reliable Credit Association, Inc. Welfare Benefit Plan | Reliable Credit Association, Inc. | not reported in the loaded dataset | 2023 |
| Northwest Primary Care Welfare Plan | Northwest Primary Care Group, P.C. | not reported in the loaded dataset | 2023 |
| Clackamas County Childrens Commission | Clackamas County Childrens Commission | not reported in the loaded dataset | 2023 |
| Teen Challenge International Pacific Nw Center All Other Employees- Health And Welfare Plan | Teen Challenge International Pacific Nw Center | not reported in the loaded dataset | 2023 |
| Alpine Food Distributing, Inc. Employee Benefits Plan | Alpine Food Distributing, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Milwaukie → · Milwaukie plans with financial data → · $1B+ plans in Milwaukie → · Providers by reported compensation →
Related Form 5500 pages
- All OR Form 5500 filings
- Bob'S Red Mill Natural Foods, Inc. Employee Stock Ownership Plan (plan 002)
- Bob'S Red Mill Natural Foods, Inc. — all reported plans
- Eye Health Northwest, P.C. 401(K) Profit Sharing Plan And Trust (plan 002)
- Eye Health Northwest, P.C. — all reported plans
- The Marquis 401(K) Savings Plan (plan 001)
- Marquis Companies I, Inc. — all reported plans
- Shelter Products, Inc. Savings Plan And Trust (plan 001)
- Shelter Products, Inc. — all reported plans
- Northwest Primary Care Group, Pc 401(K) Plan (plan 001)
- Northwest Primary Care Group, Pc — all reported plans
- Bob'S Red Mill 401(K) Retirement Savings Plan (plan 001)
- Reliable Credit Association, Inc. Profit Sharing Trust (plan 001)
- Reliable Credit Association, Inc. — all reported plans
- The Stoner Electric Group 401k Plan (plan 001)
- Stoner Electric, LLC — all reported plans
- Mar-Hy Distributors 401(K) Profit Sharing Plan (plan 001)
- Mar-Hy Distributors, Inc. — all reported plans
- Clackamas County Childrens Commission 403(B) Plan (plan 001)
- Clackamas County Childrens Commission — all reported plans
- Dark Horse 401(K) Profit Sharing Plan (plan 001)
- Dark Horse Comics, LLC — all reported plans
- Princeton Property Management, Inc. 401(K) Profit Sharing Plan (plan 001)
- Princeton Property Management, Inc — all reported plans
- Oregonians Credit Union Retirement Plan (plan 003)
- Oregonians Credit Union — all reported plans
- Nwe Brands Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Nwe Brands Inc — all reported plans
- Dieringer'S Properties, Inc. Retirement Savings Plan (plan 002)
- Dieringer'S Properties, Inc. — all reported plans
- Methodology
- Data sources