ESOP · DOL Form 5500 · 2022

Nw Bend Boats, LLC ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
148
Participants Small participant base
70th
Percentile by assets National rank
$89,103
Avg per participant Below avg balance/head
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Official DOL plan name: North River Boats Employee Stock Ownership Plan · Sponsored by Nw Bend Boats, LLC · Oregon · Manufacturing

$13M in assets, 148 participants

Nw Bend Boats, LLC's North River Boats Employee Stock Ownership Plan reported $13M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 70th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #12,174 in Manufacturing (20,602 peers)

Coverage in Oregon

North River Boats Employee Stock Ownership Plan covers 148 participants in Oregon, about 33% of the average Oregon filer (state average ~443 per filing). Assets: $13M.

#12,174
in Manufacturing (20,602 peers)
+10.2%
assets growth YoY

North River Boats Employee Stock Ownership Plan's outsized position by total assets

North River Boats Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$13,187,302 Top 30% higher than 70% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

North River Boats Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North River Boats Employee Stock Ownership Plan sits mid-pack in the medium band (148 participants).

Published 5500 schedule card

Filing strip 900873560 · Nw Bend Boats, LLC PY 2022 · ESOP

North River Boats Employee Stock Ownership Plan · $13M · 148 · 70th

  • PHOTO $13M
  • IND 148
  • EOY 70th
  • 5500 ESOP
  • ASSETS near Southeast Construction Products, Inc. Employee Stock Ownership Plan
  • PCT ind #12174

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Oregon →

North River Boats Employee Stock Ownership Plan in the asset neighbourhood

North Country Business Products Associate Stock Ownership PlanNorth Country Business Produ…$13MMjo Industries Employee Stock Ownership PlanMjo Industries Employee Stoc…$13MNorth River Boats Employee Stock Ownership PlanNorth River Boats Employee S…$13MSoutheast Construction Products, Inc. Employee Stock Ownership PlanSoutheast Construction Produ…$13MKeystone Petroleum Equipment Employee Stock Ownership PlanKeystone Petroleum Equipment…$13M
End-of-year total assets ($M) among North River Boats Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN900873560
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nw Bend Boats, LLC)

Sponsor-wide plan assets over time

All Nw Bend Boats, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 40.793602912167955% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.7M $23.5M ▲ +40.8%
Year Plans Participants Total Assets
2022 2 300 $17M
2023 2 303 $21M
2024 2 317 $24M

Nearby ESOP Plans in Oregon

Peer ESOP plans, same state, same plan type, ranked by total assets.

North River Boats Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0100200300 Total assets ($M) Participants North River Boats Employee Stock Ownership Plan, Total assets ($M): 13.187302 · Participants: 148North River Boats Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 259.302569 · Participants: 1947Bi-Mart Corporation Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.711122 · Participants: 561Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 126.652835 · Participants: 57Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.836432 · Participants: 68Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 84.932648 · Participants: 204Northwest Pump & Equipment Co. Employee Stock Ownership Plan
North River Boats Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare North River Boats Employee Stock Ownership Plan side-by-side with 3 peers →

North River Boats Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Southeast Construction Products, Inc. Employee Stock Ownership Plan in CA ($13M); by covered participants it is 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan in WI (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did North River Boats Employee Stock Ownership Plan assets move in 2022? ▼
North River Boats Employee Stock Ownership Plan grew at a solid clip - up 10.2% during 2022, from $12M to $13M. Reported net income was $2M.
How have Nw Bend Boats, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nw Bend Boats, LLC's sponsor-wide assets grew 40.8%, from $17M to $24M.
Which ESOP plans are similar in size to North River Boats Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Southeast Construction Products, Inc. Employee Stock Ownership Plan in CA ($13M, 35 participants).
Which ESOP plans cover a similar participant headcount to North River Boats Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan in WI (148 participants, $40M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 900873560.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.