Newberg, 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, Newberg, OR has 16 loaded benefit plan(s) reported by 13 plan sponsor(s), with $266,432,942 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
16
Plan sponsors
13
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$266,432,942
Total reported liabilities (EOY)
$21,695
Total reported net assets (EOY)
$266,411,247

Contributions & income

Employer contributions
$11,898,863
Participant contributions
$9,898,567
Total income / additions
$62,080,626

Expenses & distributions

Benefits paid / distributions
$22,363,564
Total expenses
$22,798,742
Net increase / (decrease)
$39,281,884

Coverage

Total reported participants
4,543
Plans with financial statements
11
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newberg, 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

Largest loaded plans in Newberg, OR
PlanSponsorReported assets (EOY)Year
A-Dec, Inc. 401(K) Profit Sharing Retirement PlanA-Dec, Inc.$228,904,1892023
Climax Portable Machine Tools, Inc. Employee Savings PlanClimax Portable Machine Tools, Inc.$16,260,2792023
Dci 401(K) Profit Sharing PlanDci International, LLC$9,551,2672023
George Packing Co Inc 401(K) Profit Sharing Plan & TrustGeorge Packing Co Inc$4,579,6802023
The Tree Fort, Inc 401(K) PlanThe Tree Fort, Inc$2,997,0022023
Wise Software Solutions, Inc. 401(K) Profit Sharing PlanWise Software Solutions, Inc.$1,878,6832023
Jamie Cobb Pc 401(K) Profit Sharing Plan & TrustJamie Cobb Pc$1,286,6382023
White Tail Transportation Services, Inc. Profit Sharing PlanWhite Tail Transportation Services, Inc.$548,9762023
Rooney Inc. 401(K) PlanRooney Inc.$288,9712023
Roe Productions, Inc. Retirement PlanRoe Productions, Inc.$100,2492023
C.A. Cotta Corporation Retirement PlanC.A. Cotta Corporation$37,0082023
Dci International, LLC Wrap PlanDci International, LLCnot reported in the loaded dataset2023
Ppm Technologies Holdings, LLC Health And Welfare Benefits PlanPpm Technologies Holdings, LLCnot reported in the loaded dataset2023
Climax Welfare Benefit PlanClimax Portable Machining & Welding Systems, Inc.not reported in the loaded dataset2023
A-Dec Inc. Welfare Benefits PlanA-Dec, Inc.not reported in the loaded dataset2023
The Allison Inn And Spa Health And Welfare PlanThe Allison Inn And Spanot reported in the loaded dataset2023

Related Form 5500 pages