ESOP · DOL Form 5500 · 2023

Nw Bend Boats, LLC ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
151
Participants Small participant base
69th
Percentile by assets National rank
$111,184
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

$17M in assets, 151 participants

Nw Bend Boats, LLC's North River Boats Employee Stock Ownership Plan reported $17M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,939 in Manufacturing (18,722 peers)

Coverage in Oregon

North River Boats Employee Stock Ownership Plan covers 151 participants in Oregon, about 34% of the average Oregon filer (state average ~443 per filing). Assets: $17M.

#10,939
in Manufacturing (18,722 peers)
+27.3%
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 2023 · DOL Form 5500

$16,788,817 Top 31% higher than 69% of 127,068 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 2023

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

Plan-year 2023 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 (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North River Boats Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • North River Boats Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • North River Boats Employee Stock Ownership Plan reported participants rose from 148 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 900873560 · Nw Bend Boats, LLC PY 2023 · ESOP

North River Boats Employee Stock Ownership Plan · $17M · 151 · 69th

  • SCH $17M
  • SCH 151
  • SCH 69th
  • SCH ESOP
  • SCH near Super Quik, Inc. Employee Stock Ownership Plan
  • SCH ind #10939

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

Agracel, Inc. Employee Stock Ownership PlanAgracel, Inc. Employee Stock…$17MEnvirokinetics, Inc. Employee Stock Ownership PlanEnvirokinetics, Inc. Employe…$17MSuper Quik, Inc. Employee Stock Ownership PlanSuper Quik, Inc. Employee St…$17MNorth River Boats Employee Stock Ownership PlanNorth River Boats Employee S…$17MHarmelin & Associates, Inc. Employee Stock Ownership PlanHarmelin & Associates, Inc. …$17M
End-of-year total assets ($M) among North River Boats Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$4M
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 050100150200250 Total assets ($M) Participants North River Boats Employee Stock Ownership Plan, Total assets ($M): 16.788817 · Participants: 151North River Boats Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest 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 Super Quik, Inc. Employee Stock Ownership Plan in KY ($17M); by covered participants it is Ata Engineering, Inc. Employee Stock Ownership Plan in CA (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
North River Boats Employee Stock Ownership Plan grew sharply - up 27.3% during 2023, from $13M to $17M. Reported net income was $4M.
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 Super Quik, Inc. Employee Stock Ownership Plan in KY ($17M, 713 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 Ata Engineering, Inc. Employee Stock Ownership Plan in CA (151 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.