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Original filing (PDF)20231116172032NAL0016255202001
PENDLETON WOOLEN MILLS, INC.
Form 5500
FILING_RECEIVED
PENDLETON WOOLEN MILLS, INC. HOURLY EMPLOYEES' PENSION PLAN AND TRUST
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENDLETON WOOLEN MILLS, INC..
Plan sponsor
Name
PENDLETON WOOLEN MILLS, INC.
EIN
93-0250770
Address
PO BOX 3030 · PORTLAND, OR · 972083030
Phone
(503) 226-4801
Industry
Manufacturingsee all
Plan administrator
Name
RETIREMENT COMMITTEE PENDLETON WOOLEN MILLS, INC. HOURLY EMPLOYEES
EIN
93-0250770
City
PORTLAND, OR
Phone
(503) 226-4801
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2023-01-01
Tax period
2023-06-30
Filed
2023-11-16
Pension benefit codes
1B · Flat-dollar DB formula
1H · PBGC-terminated and closed out
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.