Other
2024 plan-year Other DOL Form 5500

NORTH RIVER BOATS EMPLOYEE STOCK OWNERSHIP PLAN

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

NW BEND BOATS, LLC

This Other plan holds $18M in total assets and serves 159 participants as of 2024. It is sponsored by NW BEND BOATS, LLC in Oregon. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$18M
Participants
159
State
Industry
Manufacturing

What the Filing Says About NORTH RIVER BOATS EMPLOYEE STOCK OWNERSHIP PLAN

NORTH RIVER BOATS EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by NW BEND BOATS, LLC, headquartered in Oregon. As of the 2024 Form 5500 filing, the plan reports $18M in total end-of-year assets and covers 159 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 900873560, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2024 to $18M at year-end — a gain of 7.7%. Net assets (after liabilities) closed the year at $15M, with reported net income of $2M 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)$17M
Total Assets (End of Year)$18M
Net Assets (End of Year)$15M
Net Income$2M
Plan TypeOther
Employer EIN900873560
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NW BEND BOATS, LLC)

Year Plans Participants Total Assets
2022 2 300 $17M
2023 2 303 $21M
2024 2 317 $24M

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 NORTH RIVER BOATS EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2024 Form 5500 filing, NORTH RIVER BOATS EMPLOYEE STOCK OWNERSHIP PLAN holds $18M in total assets with 159 participants. It is sponsored by NW BEND BOATS, LLC.
What type of plan is NORTH RIVER BOATS EMPLOYEE STOCK OWNERSHIP PLAN?
NORTH RIVER BOATS EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2016-01-01. The plan is filed with the U.S. Department of Labor under EIN 900873560.
Who sponsors the NORTH RIVER BOATS EMPLOYEE STOCK OWNERSHIP PLAN?
NORTH RIVER BOATS EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by NW BEND BOATS, LLC, located in Oregon. The sponsor's EIN is 900873560 and the plan operates in the Manufacturing industry.
How did NORTH RIVER BOATS EMPLOYEE STOCK OWNERSHIP PLAN perform in 2024?
NORTH RIVER BOATS EMPLOYEE STOCK OWNERSHIP PLAN grew by 7.7% during 2024, moving from $17M to $18M in total assets. Net income was $2M.
Where can I find official filings for NORTH RIVER BOATS EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for NORTH RIVER BOATS EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 900873560 or plan name at efast.dol.gov.
How does NORTH RIVER BOATS EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare NORTH RIVER BOATS EMPLOYEE STOCK OWNERSHIP PLAN 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.

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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.

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 official public datasets. See our methodology for details.