Wellington House, Inc. Employee Stock Ownership Plan & Trust
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Wellington House, Inc. · Oregon · Manufacturing
What the 2023 filing shows
Wellington House, Inc. Employee Stock Ownership Plan & Trust holds N/A for 19 participants.
- N/A
- total plan assets (2022 EOY)
- 19
- covered participants
What the Filing Says About Wellington House, Inc. Employee Stock Ownership Plan & Trust
Wellington House, Inc. Employee Stock Ownership Plan & Trust is a Other retirement plan sponsored by Wellington House, Inc., headquartered in Oregon. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 19 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 930921768, and the plan has been effective since 2019-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. 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) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Other |
| Employer EIN | 930921768 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellington House, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | N/A |
| 2023 | 1 | 18 | N/A |
| 2024 | 1 | 19 | N/A |
Nearby Other Plans in Oregon
Peer Other plans — same state, same plan type — ranked by total assets.
- Northwest Sheet Metal Workers Pension Plan $1.5B · 4,660
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.1B · 3,351
- Oregon Retail Employees Pension Plan $1.0B · 20,043
- Edison Pension Plan $922M · 4,497
- Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust $487M · 1,622
Related Data
Guides
Frequently Asked Questions
How much money is in the Wellington House, Inc. Employee Stock Ownership Plan & Trust? ▼
What type of plan is Wellington House, Inc. Employee Stock Ownership Plan & Trust? ▼
Who sponsors the Wellington House, Inc. Employee Stock Ownership Plan & Trust? ▼
How did Wellington House, Inc. Employee Stock Ownership Plan & Trust perform in 2022? ▼
Where can I find official filings for Wellington House, Inc. Employee Stock Ownership Plan & Trust? ▼
How does Wellington House, Inc. Employee Stock Ownership Plan & Trust compare to other plans? ▼
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 930921768.
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.
Read our methodology — how this data is sourced, computed, and verified.