Prineville, 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, Prineville, OR has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $41,464,749 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$41,464,749
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$41,464,749

Contributions & income

Employer contributions
$1,523,399
Participant contributions
$3,107,693
Total income / additions
$10,966,282

Expenses & distributions

Benefits paid / distributions
$2,317,731
Total expenses
$2,453,074
Net increase / (decrease)
$8,513,208

Coverage

Total reported participants
978
Plans with financial statements
7
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Prineville, 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 Prineville, OR
PlanSponsorReported assets (EOY)Year
Mosaic Community Health 401(K) Ps Plan And TrustMosaic Community Health$24,616,4962023
Ochoco Lumber Company Retirement PlanOchoco Lumber Company$9,391,0532023
Western Heavy Haul, Inc. Retirement PlanWestern Heavy Haul, Inc.$3,935,2472023
Pmc Retirement PlanCassidy Bayou Partners, LLC$1,309,7772023
Insure Pacific Inc. Profit Sharing PlanInsure Pacific Inc.$1,104,3172023
Pacific Bounty/Lithgow Bros Pension And Profit Sharing Plan, Plan Number 003Pacific Bounty/Lithgow Bros.$837,7222023
Prepper Up Inc. 401(K) PlanPrepper Up Inc.$270,1372023
Western Heavy Haul, Inc. Health & Welfare Benefit PlanWestern Heavy Haul, Inc.not reported in the loaded dataset2023

Related Form 5500 pages