Salem, 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, Salem, OR has 156 loaded benefit plan(s) reported by 117 plan sponsor(s), with $2,054,212,237 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 156
- Plan sponsors
- 117
- Total reported assets (EOY)
- $2,054,212,237
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Salem Health Hospitals & Clinics Retirement Plan | Salem Health Hospitals & Clinics | $844,077,860 | 2023 |
| Willamette University Defined Contribution Retirement Plan | Willamette University | $194,758,742 | 2023 |
| Salem Clinic, P.C. 401(K) Cash Or Deferred Savings Plan | Salem Clinic, P.C. | $104,771,862 | 2023 |
| Aldrich Retirement Plan | Aldrich Services, Llp | $98,256,094 | 2023 |
| Aldrich Retirement Plan | Akt Services, Llp | $98,256,094 | 2023 |
| Salem Radiology Consultants, P.C. Retirement Plan & Trust Agreement | Salem Radiology Consultants, P.C. | $46,568,450 | 2023 |
| Roth Iga Foodliner, Inc. Profit Sharing Plan | Roth Iga Foodliner, Inc. | $39,342,261 | 2023 |
| Morrow Equipment Company L. L. C. Savings Plan | Morrow Equipment Company L.L.C. | $37,784,310 | 2023 |
| Pioneer Trust Bank, N.A. Profit Sharing Plan | Pioneer Trust Bank, N.A. | $35,249,523 | 2023 |
| Oregon Specialty Group 401(K) Profit Sharing Plan | Oregon Oncology Specialists, Llp | $34,736,135 | 2023 |
| Marion And Polk Schools Credit Union 401(K) Plan | Marion & Polk Schools Credit Union | $29,389,935 | 2023 |
| Seiu Local 503 Retirement Plan | Seiu Local 503, Oregon Public Employees Union | $29,039,450 | 2023 |
| Emery & Sons Construction Group, LLC Retirement And Savings Plan | Emery & Sons Construction Group, LLC | $26,268,871 | 2023 |
| Frontier Dermatology 401(K) Profit Sharing Plan | Silver Falls Mso, LLC | $26,208,647 | 2023 |
| Hope Orthopedics Of Oregon 401(K) Profit Sharing Plan | Willamette Orthopedic Group, LLC | $22,711,432 | 2023 |
| May Trucking Co. Employee Retirement Plan | May Trucking Company | $21,399,057 | 2023 |
| K & E Excavating Incorporated 401(K) Plan & Trust | K & E Excavating Incorporated | $19,372,332 | 2023 |
| Northwest Human Services 403(B) Plan | Northwest Human Services | $17,059,364 | 2023 |
| Capitol Auto Group 401(K) Profit Sharing Plan | Capitol Chevrolet & Cadillac, Inc. | $16,858,973 | 2023 |
| Salem Pulmonary Associates, P.C. 401(K) Profit Sharing Plan | Salem Pulmonary Associates, P.C. | $16,040,990 | 2023 |
| Grove, Mueller & Swank, P.C. 401(K) Profit Sharing Plan | Grove, Mueller & Swank, P.C. | $15,127,419 | 2023 |
| Co-Op 401(K) Plan | Pratum Co-Op Warehouse | $14,663,971 | 2023 |
| Corban University Defined Contribution Retirement Plan | Corban University | $14,273,892 | 2023 |
| Eye Care Physicians & Surgeons, Inc. 401(K) Profit Sharing Plan | Eye Care Physicians & Surgeons, Inc | $14,125,246 | 2023 |
| Willamette Valley Bank 401(K) Profit Sharing Plan | Willamette Valley Bank | $13,172,807 | 2023 |
Largest plans in Salem → · Salem plans with financial data → · $1B+ plans in Salem → · Providers by reported compensation →
Related Form 5500 pages
- All OR Form 5500 filings
- Salem Health Hospitals & Clinics Retirement Plan (plan 002)
- Salem Health Hospitals & Clinics — all reported plans
- Willamette University Defined Contribution Retirement Plan (plan 002)
- Willamette University — all reported plans
- Salem Clinic, P.C. 401(K) Cash Or Deferred Savings Plan (plan 004)
- Salem Clinic, P.C. — all reported plans
- Aldrich Retirement Plan (plan 002)
- Aldrich Services, Llp — all reported plans
- Aldrich Retirement Plan (plan 002)
- Akt Services, Llp — all reported plans
- Salem Radiology Consultants, P.C. Retirement Plan & Trust Agreement (plan 001)
- Salem Radiology Consultants, P.C. — all reported plans
- Roth Iga Foodliner, Inc. Profit Sharing Plan (plan 001)
- Roth Iga Foodliner, Inc. — all reported plans
- Morrow Equipment Company L. L. C. Savings Plan (plan 001)
- Morrow Equipment Company L.L.C. — all reported plans
- Pioneer Trust Bank, N.A. Profit Sharing Plan (plan 001)
- Pioneer Trust Bank, N.A. — all reported plans
- Oregon Specialty Group 401(K) Profit Sharing Plan (plan 001)
- Oregon Oncology Specialists, Llp — all reported plans
- Marion And Polk Schools Credit Union 401(K) Plan (plan 002)
- Marion & Polk Schools Credit Union — all reported plans
- Seiu Local 503 Retirement Plan (plan 002)
- Seiu Local 503, Oregon Public Employees Union — all reported plans
- Emery & Sons Construction Group, LLC Retirement And Savings Plan (plan 002)
- Emery & Sons Construction Group, LLC — all reported plans
- Frontier Dermatology 401(K) Profit Sharing Plan (plan 001)
- Silver Falls Mso, LLC — all reported plans
- Hope Orthopedics Of Oregon 401(K) Profit Sharing Plan (plan 002)
- Willamette Orthopedic Group, LLC — all reported plans
- Methodology
- Data sources