Other
2022 plan-year Other DOL Form 5500

Pendleton Woolen Mills, Inc. Hourly Employees' Pension Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Pendleton Woolen Mills, Inc · Oregon · Manufacturing

What the 2023 filing shows

Pendleton Woolen Mills, Inc. Hourly Employees' Pension Plan and Trust holds $60K for 116 participants — about $513 per participant, down 99.3% over the 2022 plan year.

$60K
total plan assets (2022 EOY)
116
covered participants
$513
avg assets per participant
-99.3%
assets change YoY

The plan reported a net loss of $8M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$60K
Participants
116
State
Industry
Manufacturing

What the Filing Says About Pendleton Woolen Mills, Inc. Hourly Employees' Pension Plan and Trust

Pendleton Woolen Mills, Inc. Hourly Employees' Pension Plan and Trust is a Other retirement plan sponsored by Pendleton Woolen Mills, Inc, headquartered in Oregon. As of the 2022 Form 5500 filing, the plan reports $60K in total end-of-year assets and covers 116 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 930250770, and the plan has been effective since 1967-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2022 to $60K at year-end — a decline of 99.3%. Net assets (after liabilities) closed the year at $60K, with reported net income of $-7,537,711 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$8M
Total Assets (End of Year)$60K
Net Assets (End of Year)$60K
Net Income$-7,537,711
Plan TypeOther
Employer EIN930250770
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pendleton Woolen Mills, Inc)

Year Plans Participants Total Assets
2022 4 794 $61M
2023 2 784 $71M
2024 2 717 $76M

Nearby Other Plans in Oregon

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

Frequently Asked Questions

How much money is in the Pendleton Woolen Mills, Inc. Hourly Employees' Pension Plan and Trust?
As of the 2022 Form 5500 filing, Pendleton Woolen Mills, Inc. Hourly Employees' Pension Plan and Trust holds $60K in total assets with 116 participants. It is sponsored by Pendleton Woolen Mills, Inc.
What type of plan is Pendleton Woolen Mills, Inc. Hourly Employees' Pension Plan and Trust?
Pendleton Woolen Mills, Inc. Hourly Employees' Pension Plan and Trust is a Other plan. It has been effective since 1967-01-01. The plan is filed with the U.S. Department of Labor under EIN 930250770.
Who sponsors the Pendleton Woolen Mills, Inc. Hourly Employees' Pension Plan and Trust?
Pendleton Woolen Mills, Inc. Hourly Employees' Pension Plan and Trust is sponsored by Pendleton Woolen Mills, Inc, located in Oregon. The sponsor's EIN is 930250770 and the plan operates in the Manufacturing industry.
How did Pendleton Woolen Mills, Inc. Hourly Employees' Pension Plan and Trust perform in 2022?
Pendleton Woolen Mills, Inc. Hourly Employees' Pension Plan and Trust declined by 99.3% during 2022, moving from $8M to $60K in total assets. Net income was $-7,537,711.
Where can I find official filings for Pendleton Woolen Mills, Inc. Hourly Employees' Pension Plan and Trust?
Official Form 5500 filings for Pendleton Woolen Mills, Inc. Hourly Employees' Pension Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 930250770 or plan name at efast.dol.gov.
How does Pendleton Woolen Mills, Inc. Hourly Employees' Pension Plan and Trust compare to other plans?
You can compare Pendleton Woolen Mills, Inc. Hourly Employees' Pension Plan and Trust against other Other plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 930250770.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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