ESOP · DOL Form 5500 · 2023
Northwest Pump & Equipment Co. ESOP
Data updated 2026-08-11
- $73M
- Total assets
- 200
- Participants
- 89th
- Percentile by assets
- $365,777
- Avg per participant
Official DOL plan name: Northwest Pump & Equipment Co. Employee Stock Ownership Plan · Sponsored by Northwest Pump & Equipment Co. · Oregon · Wholesale Trade
$73M in assets, 200 participants
Northwest Pump & Equipment Co.'s Northwest Pump & Equipment Co. Employee Stock Ownership Plan reported $73M in total assets and 200 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 127,072 plans)
- #5,718 in Wholesale Trade (6,309 peers)
Coverage in Oregon
Northwest Pump & Equipment Co. Employee Stock Ownership Plan covers 200 participants in Oregon, about 45% of the average Oregon filer (state average ~443 per filing). Assets: $73M.
- $73M
- total plan assets (2023 EOY)
- 200
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $365,777
- avg assets per participant
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan reported net income fell from -$3M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan end-of-year assets fell from $85M in the plan year 2022 filing to $73M in the plan year 2023 filing.
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan reported participants fell from 204 in the plan year 2022 filing to 200 in the plan year 2023 filing.
Participants vs Oregon filers
In Oregon, the average filing covers about 443 participants across 1,736 plans. Northwest Pump & Equipment Co. Employee Stock Ownership Plan reports 200 participants - about 45% of that state average ($73M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | -$11M |
| Employer EIN | 930480429 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwest Pump & Equipment Co.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 448 | $112M |
| 2023 | 2 | 434 | $97M |
| 2024 | 3 | 661 | $224M |
Nearby ESOP Plans in Oregon
Peer ESOP plans, same state, same plan type, ranked by total assets.
Northwest Pump & Equipment Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
- Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $236M · 580
- Bi-Mart Corporation Employee Stock Ownership Plan $210M · 1,981
- Pacific Industrial Corp. Employee Stock Ownership Plan $204M · 71
- Key Knife, Inc. Employee Stock Ownership Plan $168M · 69
- Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust $65M · 282
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Northwest Pump & Equipment Co. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Northwest Pump & Equipment Co. Employee Stock Ownership Plan's numbers.
- By total assets, Northwest Pump & Equipment Co. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Oregon. Compare plans
- Northwest Pump & Equipment Co.'s sponsor-wide assets have grown 99.7% since 2022 across 3 plan years on file. More Wholesale Trade plans