401(k)
2024 plan-year 401(k) DOL Form 5500

GEM EQUIPMENT OF OREGON, INC EMPLOYEES' 401(K) SALARY REDUCTION PLAN

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

GEM EQUIPMENT OF OREGON, INC

This 401(k) plan holds $11M in total assets and serves 136 participants as of 2024. It is sponsored by GEM EQUIPMENT OF OREGON, INC in Oregon. The plan reported positive net income of $937K for the year.

Total Assets (2023)
$11M
Participants
136
State
Industry
Manufacturing

What the Filing Says About GEM EQUIPMENT OF OREGON, INC EMPLOYEES' 401(K) SALARY REDUCTION PLAN

GEM EQUIPMENT OF OREGON, INC EMPLOYEES' 401(K) SALARY REDUCTION PLAN is a 401(k) retirement plan sponsored by GEM EQUIPMENT OF OREGON, INC, headquartered in Oregon. As of the 2024 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 136 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 930572107, and the plan has been effective since 1970-11-30. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2024 to $11M at year-end — a gain of 9.4%. Net assets (after liabilities) closed the year at $11M, with reported net income of $937K 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)$10M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$937K
Plan Type401(k)
Employer EIN930572107
Plan Effective Date1970-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (GEM EQUIPMENT OF OREGON, INC)

Year Plans Participants Total Assets
2022 1 123 $8M
2023 1 129 $10M
2024 1 136 $11M

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Frequently Asked Questions

How much money is in the GEM EQUIPMENT OF OREGON, INC EMPLOYEES' 401(K) SALARY REDUCTION PLAN?
As of the 2024 Form 5500 filing, GEM EQUIPMENT OF OREGON, INC EMPLOYEES' 401(K) SALARY REDUCTION PLAN holds $11M in total assets with 136 participants. It is sponsored by GEM EQUIPMENT OF OREGON, INC.
What type of plan is GEM EQUIPMENT OF OREGON, INC EMPLOYEES' 401(K) SALARY REDUCTION PLAN?
GEM EQUIPMENT OF OREGON, INC EMPLOYEES' 401(K) SALARY REDUCTION PLAN is a 401(k) plan. It has been effective since 1970-11-30. The plan is filed with the U.S. Department of Labor under EIN 930572107.
Who sponsors the GEM EQUIPMENT OF OREGON, INC EMPLOYEES' 401(K) SALARY REDUCTION PLAN?
GEM EQUIPMENT OF OREGON, INC EMPLOYEES' 401(K) SALARY REDUCTION PLAN is sponsored by GEM EQUIPMENT OF OREGON, INC, located in Oregon. The sponsor's EIN is 930572107 and the plan operates in the Manufacturing industry.
How did GEM EQUIPMENT OF OREGON, INC EMPLOYEES' 401(K) SALARY REDUCTION PLAN perform in 2024?
GEM EQUIPMENT OF OREGON, INC EMPLOYEES' 401(K) SALARY REDUCTION PLAN grew by 9.4% during 2024, moving from $10M to $11M in total assets. Net income was $937K.
Where can I find official filings for GEM EQUIPMENT OF OREGON, INC EMPLOYEES' 401(K) SALARY REDUCTION PLAN?
Official Form 5500 filings for GEM EQUIPMENT OF OREGON, INC EMPLOYEES' 401(K) SALARY REDUCTION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 930572107 or plan name at efast.dol.gov.
How does GEM EQUIPMENT OF OREGON, INC EMPLOYEES' 401(K) SALARY REDUCTION PLAN compare to other plans?
You can compare GEM EQUIPMENT OF OREGON, INC EMPLOYEES' 401(K) SALARY REDUCTION PLAN against other 401(k) 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 930572107.

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.