Pendleton, 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, Pendleton, OR has 17 loaded benefit plan(s) reported by 16 plan sponsor(s), with $184,964,753 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
17
Plan sponsors
16
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$184,964,753
Total reported liabilities (EOY)
$5,843
Total reported net assets (EOY)
$184,958,910

Contributions & income

Employer contributions
$7,880,070
Participant contributions
$13,382,901
Total income / additions
$47,678,871

Expenses & distributions

Benefits paid / distributions
$17,616,284
Total expenses
$18,069,065
Net increase / (decrease)
$29,609,806

Coverage

Total reported participants
7,387
Plans with financial statements
14
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pendleton, 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 Pendleton, OR
PlanSponsorReported assets (EOY)Year
Confederated Tribes Of The Umatilla Indian Reservation 401(K) Profit Sharing Plan And TrustConfederated Tribes Of The Umatilla Indian Reservation$127,189,4512023
Praxis Medical Group 401(K) PlanPraxis Health, P.C.$33,997,0102023
Interpath Laboratory, Inc. Profit Sharing Plan And TrustInterpath Laboratory, Inc.$18,680,4272023
Ohanlon Law Offices LLC 401k Profit Sharing Plan & TrustOhanlon Law Offices LLC$1,551,9762023
Byrnes Oil Co. Inc. 401k Profit Sharing Plan And TrustByrnes Oil Co. Inc$1,218,4242023
Northwest Agricultural Services Co. 401(K) PlanNorthwest Agricultural Services Co.$895,0432023
Pendleton Round Up Association Inc. 401k Profit Sharing Plan & TrustPendleton Round Up Association Inc 401k Profit Sharing Plan & Trust$432,5102023
Trustime, Inc. 401k Profit Sharing Plan & TrustTrustime, Inc. 401k Profit Sharing Plan & Trust$334,5042023
Ledbetters' Refrigeration Inc 401k Profit Sharing Plan & TrustLedbetters' Refrigeration Inc 401k Profit Sharing Plan & Trust$265,7582023
Pendleton Eye Clinic 401k Profit Sharing Plan & TrPendleton Eye Clinic 401k Profit Sharing Plan & Trust$138,0732023
Frazier Office Supply Inc 401k Profit Sharing Plan & TrustFrazier Office Supply Inc 401k Profit Sharing Plan & Trust$133,5712023
C & H Glass LLC 401k Profit Sharing Plan & TrustC & H Glass LLC 401k Profit Sharing Plan & Trust$58,1082023
Pendleton Chamber Of Commerce 401k Profit Sharing Plan & TrustPendleton Chamber Of Commerce 401k Profit Sharing Plan & Trust$37,3392023
Olsen'S Auto Parts LLC 401k Profit Sharing Plan & TrustOlsen'S Auto Parts LLC 401k Profit Sharing Plan & Trust$32,5592023
Confederated Tribes Of The Umatilla Indian ReservationConfederated Tribes Of The Umatilla Indian Reservationnot reported in the loaded dataset2023
Cayuse Benefit PlanCayuse Shared Servicesnot reported in the loaded dataset2023
Adaugeo Healthcare Solutions, LLC Health And Welfare Benefit PlanAdaugeo Healthcare Solutions, LLCnot reported in the loaded dataset2023

Related Form 5500 pages