Plan Ledger DOL Form 5500 · updated monthly

Nw Bend Boats, LLCESOP

NORTH RIVER BOATS EMPLOYEE STOCK OWNERSHIP PLAN · ROSEBURG, OR · plan year 2024

Plan assets · 2024
$15.5M

Nw Bend Boats, LLC's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $15,470,120 across 183 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 422nd-largest of 1,021 plans among Oregon employers on file, and 6,960th of 13,661 in manufacturing. active participation has grown from 122 to 136 since 2022.

Plan summary
Net assets, end of year$15,470,120
Participants with balances183
Active participants136
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$84,536
Benefits paid to participants$53,862
Plan auditUnmodified (clean) audit opinion
AuditorWICKS EMMETT LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.5M · 183 accts
2023$13.8M · 5 accts · $424K emplr
2022$9.9M · 155 accts · $424K emplr
Recordkeeper by year2
2024Paychex
2023Paychex, ROBERT W BAIRD, ROBERT W. BAIRD & CO.

This plan has changed recordkeepers within these filings. If you left Nw Bend Boats, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer2
NW BEND BOATS LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)
NORTH RIVER BOATS EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Ssi Shredding Systems, Inc. OR$15.6M · 0.17%
Emerging Acquisitions LLC OR$15.0M · 0.42%
Hooker Creek Companies, LLC OR$14.7M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900873560 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.