Plan5500

Ontario, 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, Ontario, OR has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $6,633,258 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Ontario

  • 2 loaded plans hold $6.6M in reported assets across 1 sponsors.
  • The largest, Lifeways Inc. 401(K) Plan, holds 100% of reported Ontario plan assets.
  • Plans cover 573 participants — about 287 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.6MSummed across loaded plans$6,633,258
Total reported assets$6.6M$6,633,258
Total reported participants573
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.6M total assets
Net assets$6.6MLiabilities$0
Contributions & income
Employer contributions$366.4K
Participant contributions$430.7K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$545.7K
Total expenses$545.7K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Computed from loaded plans

Ontario market comparison

Largest plan share of assets100%Lifeways Inc. 401(K) Plan
Participants per plan287Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Ontario

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Lifeways Inc. 401(K) Plan$6.6M
    Lifeways Inc. · 2023
  2. 2
    Lifeways, Inc. Medical Insurance Plannot reported in the loaded dataset
    Lifeways, Inc. · 2023

Largest plans in Ontario → · Ontario plans by participants → · Ontario plans with financial data → · Ontario plans with provider compensation → · $1B+ plans in Ontario →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Ontario, OR?
2 plan(s) reported by 1 sponsor(s) are loaded for Ontario, OR.

Related Form 5500 pages