ESOP · DOL Form 5500 · 2024

Nw Bend Boats, LLC ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
159
Participants Small participant base
68th
Percentile by assets National rank
$113,697
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

$18M in assets, 159 participants

Nw Bend Boats, LLC's North River Boats Employee Stock Ownership Plan reported $18M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #10,181 in Manufacturing (17,777 peers)

Coverage in Oregon

North River Boats Employee Stock Ownership Plan covers 159 participants in Oregon, about 36% of the average Oregon filer (state average ~443 per filing). Assets: $18M.

#10,181
in Manufacturing (17,777 peers)
+7.7%
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 2024 · DOL Form 5500

$18,077,744 Top 32% higher than 68% of 123,620 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 2024

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

Plan-year 2024 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 (159 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North River Boats Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • North River Boats Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • North River Boats Employee Stock Ownership Plan reported participants rose from 151 in the plan year 2023 filing to 159 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 900873560 · Nw Bend Boats, LLC PY 2024 · ESOP

North River Boats Employee Stock Ownership Plan · $18M · 159 · 68th

  • EOY $18M
  • 5500 159
  • ASSETS 68th
  • PCT ESOP
  • EIN near Contempora Fabrics, Inc. Employee Stock Ownership Plan
  • RANK ind #10181

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 River Boats Employee Stock Ownership PlanNorth River Boats Employee S…$18MContempora Fabrics, Inc. Employee Stock Ownership PlanContempora Fabrics, Inc. Emp…$18MHci Supply Employee Stock Ownership PlanHci Supply Employee Stock Ow…$18MTbm Consulting Group, Inc. Employee Stock Ownership PlanTbm Consulting Group, Inc. E…$18MPacific Utility Installation, Inc. Employee Stock Ownership PlanPacific Utility Installation…$18M
End-of-year total assets ($M) among North River Boats Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
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 0100200300400 Total assets ($M) Participants North River Boats Employee Stock Ownership Plan, Total assets ($M): 18.077744 · Participants: 159North River Boats Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 314.921616 · Participants: 547Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 250.955816 · Participants: 73Pacific Industrial Corp. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 141.187313 · Participants: 2070Bi-Mart Corporation Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 101.669374 · Participants: 209Northwest Pump & Equipment Co. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 99.362878 · Participants: 195Northwest 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 Contempora Fabrics, Inc. Employee Stock Ownership Plan in NC ($18M); by covered participants it is California Boiler, Inc. Employee Stock Ownership Plan in CA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
North River Boats Employee Stock Ownership Plan grew at a solid clip - up 7.7% during 2024, from $17M to $18M. 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 Contempora Fabrics, Inc. Employee Stock Ownership Plan in NC ($18M, 82 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 California Boiler, Inc. Employee Stock Ownership Plan in CA (159 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.