Search public Form 5500 filings

Plans

• planLithia Motors, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $862.2Mreported assets (EOY)
  Sponsor: Lithia Motors, Inc.EIN: 93-0572810Plan: 003Participants: 29,235Assets: $862,169,898Net assets: $862.2MAssets / participant: $29.5KLocation: Medford, ORLatest: 2023
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• planAsante 403b PlanFinancial statementProvider compensation2023 filing
  $683.7Mreported assets (EOY)
  Sponsor: AsanteEIN: 93-0223960Plan: 002Participants: 7,487Assets: $683,735,006Net assets: $683.7MAssets / participant: $91.3KLocation: Medford, ORLatest: 2023
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• planPacific Retirement Services, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $97Mreported assets (EOY)
  Sponsor: Pacific Retirement Services, Inc.EIN: 93-1067253Plan: 006Participants: 3,324Assets: $97,029,072Net assets: $97MAssets / participant: $29.2KLocation: Medford, ORLatest: 2023
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• planRogue Credit Union Capital Accumulation PlanFinancial statementProvider compensation2023 filing
  $45.3Mreported assets (EOY)
  Sponsor: Rogue Credit UnionEIN: 93-0491115Plan: 033Participants: 750Assets: $45,291,552Net assets: $45.3MAssets / participant: $60.4KLocation: Medford, ORLatest: 2023
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• planC&K Market, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  $45.1Mreported assets (EOY)
  Sponsor: C&K Market, Inc.EIN: 93-0564163Plan: 003Participants: 1,180Assets: $45,147,432Net assets: $36MAssets / participant: $38.3KLocation: Medford, ORLatest: 2023
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• planAnesthesia Associates Of Medford, P.C. 401(K) Profit Sharing PlanFinancial statement2023 filing
  $44.5Mreported assets (EOY)
  Sponsor: Anesthesia Associates Of Medford, P.C.EIN: 93-0591352Plan: 018Participants: 50Assets: $44,488,671Net assets: $44.5MAssets / participant: $889.8KLocation: Medford, ORLatest: 2023
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• planC & K Market, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $31.9Mreported assets (EOY)
  Sponsor: C & K Market, Inc.EIN: 93-0564163Plan: 001Participants: 2,208Assets: $31,875,992Net assets: $31.9MAssets / participant: $14.4KLocation: Medford, ORLatest: 2023
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• planAshland Community Hospital Retirement PlanFinancial statementProvider compensation2023 filing
  $31.2Mreported assets (EOY)
  Sponsor: AsanteEIN: 93-0223960Plan: 003Participants: 258Assets: $31,199,885Net assets: $31.2MAssets / participant: $120.9KLocation: Medford, ORLatest: 2023
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