Tigard, 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, Tigard, OR has 59 loaded benefit plan(s) reported by 51 plan sponsor(s), with $367,717,381 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
59
Plan sponsors
51
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$367,717,381
Total reported liabilities (EOY)
$10,623,261
Total reported net assets (EOY)
$357,094,120

Contributions & income

Employer contributions
$8,885,447
Participant contributions
$15,617,437
Total income / additions
$77,987,148

Expenses & distributions

Benefits paid / distributions
$27,182,901
Total expenses
$30,526,786
Net increase / (decrease)
$47,460,362

Coverage

Total reported participants
25,003
Plans with financial statements
43
Plans with provider compensation
18

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Tigard, 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 Tigard, OR
PlanSponsorReported assets (EOY)Year
Oea Choice Welfare Benefit PlanOregon Education Association$92,441,1372023
Vtech Usa 401(K) PlanVtech Usa Holdings, LLC$64,859,1812023
Profit Sharing And Salary Deferral Plan Of Consolidated Supply Co.Consolidated Supply Co.$58,450,9722023
Celartem, Inc. 401(K) PlanCelartem, Inc. Dba Extensis And Lizard Tech$16,318,7912023
Aspen Ml LLC Retirement PlanAspen Ml LLC$14,655,4142023
G-A-P Supply Corp. 401(K) Cash Or Deferred Savings PlanG-A-P Supply Corp. Dba Johnstone Supply Of Tigard$13,717,5662023
Landmark Ford, Inc. 401(K) PlanLandmark Ford, Inc.$12,901,3532023
Cogdall Construction Co Inc 401(K) Profit Sharing Plan And TrustCogdall Construction Company Inc.$9,279,6532023
Snyder Roofing & Sheet Metal, Inc. 401k Profit Sharing PlanSnyder Roofing & Sheet Metal, Inc.$8,021,6852023
Print Source Inc. 401(K) Profit Sharing Plan And TrustPrint Source Inc.$7,106,1872023
Medical Teams International 401(K) Retirement PlanMedical Teams International$6,898,3312023
Lile International Companies, Inc. 401(K) PlanLile International Companies, Inc.$6,134,4622023
The Heathman Lodge 401(K) PlanH Lodge, LLC$6,076,2682023
Tm Rippey Consulting 401(K) Profit Sharing PlanTm Rippey Consulting Engineers$6,068,1312023
Carlson Testing, Inc. Employees Savings TrustCarlson Testing, Inc.$5,955,1232023
Burns Bros., Inc. 401(K) Retirement PlanBurns Bros., Inc.$4,719,6722023
New Narrative 401(K) PlanNew Narrative$4,345,1042023
Coho Services 401(K) PlanNorth Pacific Management, Inc.$4,078,9052023
United Pacific Forest Products, Inc. 401(K) PlanUnited Pacific Forest Products, Inc$3,875,0502023
Alternative Services - Oregon, Inc. 403b/Erisa Tax Sheltered Annuity PlanAlternative Services - Oregon, Inc.$3,628,0342023
Pwcc 401(K) Profit Sharing PlanPwcc Marketplace$3,002,0522023
Todd Construction, Inc. Employee Stock Ownership Plan And TrustTodd Construction, Inc.$2,702,6242023
Convergent Pacific, LLC Defined Benefit PlanConvergent Pacific, LLC$2,146,2922023
Superior Signs, LLCSuperior Signs, LLC$1,650,1782023
Afs Global Technology SolutionsAfs Global Technology Solutions$1,584,1652023

Related Form 5500 pages