OR Form 5500 retirement and benefit plan filings
State 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, OR has 2,884 loaded benefit plan(s) reported by 2,019 plan sponsor(s), with $215,278,333,421 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 2,884
- Plan sponsors
- 2,019
- Total reported assets (EOY)
- $215,278,333,421
- Latest filing year
- 2023
Cities by loaded plan count
- Portland, OR — 1,007 plan(s)
- Eugene, OR — 168 plan(s)
- Salem, OR — 156 plan(s)
- Bend, OR — 106 plan(s)
- Beaverton, OR — 104 plan(s)
- Lake Oswego, OR — 98 plan(s)
- Hillsboro, OR — 92 plan(s)
- Medford, OR — 70 plan(s)
- Tualatin, OR — 59 plan(s)
- Tigard, OR — 59 plan(s)
- Springfield, OR — 56 plan(s)
- Wilsonville, OR — 56 plan(s)
- Roseburg, OR — 49 plan(s)
- Grants Pass, OR — 45 plan(s)
- Clackamas, OR — 36 plan(s)
Largest loaded plans by reported assets
| Plan | Sponsor | City | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Morley Stable Value Fund | Principal Global Investors Trust Company | Portland | $12,814,685,138 | 2023 |
| Separate Account A | Standard Insurance Company | Portland | $10,254,468,546 | 2023 |
| Principal Lifetime Hybrid 2030 Cit | Principal Global Investors Trust Company | Portland | $10,120,094,658 | 2023 |
| Diversified International Equity Fund | Principal Global Investors Trust Company | Portland | $9,344,700,517 | 2023 |
| Principal Lifetime Hybrid 2040 Cit | Principal Global Investors Trust Company | Portland | $9,013,470,817 | 2023 |
| Principal Lifetime Hybrid 2035 Cit | Principal Global Investors Trust Company | Portland | $7,557,290,940 | 2023 |
| Principal Lifetime Hybrid 2050 Cit | Principal Global Investors Trust Company | Portland | $7,059,376,914 | 2023 |
| Principal Lifetime Hybrid 2045 Cit | Principal Global Investors Trust Company | Portland | $6,303,543,186 | 2023 |
| Principal Stable Value Fund | Principal Global Investors Trust Company | Portland | $6,159,570,585 | 2023 |
| Principal Lifetime Hybrid 2025 Cit | Principal Global Investors Trust Company | Portland | $5,977,187,176 | 2023 |
| 401(K) Savings And Profit Sharing Plan For Employees Of Nike, Inc. | Nike, Inc. | Beaverton | $5,902,107,007 | 2023 |
| Principal Lifetime Hybrid 2055 Cit | Principal Global Investors Trust Company | Portland | $4,045,033,775 | 2023 |
| Morley Income Fund Iii | Principal Global Investors Trust Company | Portland | $3,707,720,486 | 2023 |
| Principal Lifetime Hybrid 2020 Cit | Principal Global Investors Trust Company | Portland | $3,390,721,751 | 2023 |
| Daimler Truck North America LLC Master Savings Plan Trust | Daimler Truck North America L.L.C. | Portland | $2,797,079,870 | 2023 |
Largest OR plans → · OR plans with financial data → · $1B+ OR plans →
Related Form 5500 pages
- Portland, OR Form 5500 filings
- Eugene, OR Form 5500 filings
- Salem, OR Form 5500 filings
- Bend, OR Form 5500 filings
- Beaverton, OR Form 5500 filings
- Lake Oswego, OR Form 5500 filings
- Hillsboro, OR Form 5500 filings
- Medford, OR Form 5500 filings
- Tualatin, OR Form 5500 filings
- Tigard, OR Form 5500 filings
- Springfield, OR Form 5500 filings
- Wilsonville, OR Form 5500 filings
- Roseburg, OR Form 5500 filings
- Grants Pass, OR Form 5500 filings
- Clackamas, OR Form 5500 filings
- Morley Stable Value Fund (plan 001)
- Separate Account A (plan 005)
- Principal Lifetime Hybrid 2030 Cit (plan 005)
- Diversified International Equity Fund (plan 001)
- Principal Lifetime Hybrid 2040 Cit (plan 007)
- Principal Lifetime Hybrid 2035 Cit (plan 006)
- Principal Lifetime Hybrid 2050 Cit (plan 009)
- Principal Lifetime Hybrid 2045 Cit (plan 008)
- Principal Stable Value Fund (plan 001)
- Principal Lifetime Hybrid 2025 Cit (plan 004)
- Methodology
- Data sources