PENDLETON WOOLEN MILLS, INC. PROFIT SHARING PLAN AND TRUST

Plan Contact

  • Address: PO BOX 3030,PORTLAND,OR
  • Contact person: DENNIS SIMMONDS
  • Phone: (503) 226-4801

Plan General Information

PENDLETON WOOLEN MILLS, INC. PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets

At the end of 2016, the total retirement plan assets of PENDLETON WOOLEN MILLS, INC. PROFIT SHARING PLAN AND TRUST is $50,627,529.00.This plan was established in 1964.

PENDLETON WOOLEN MILLS, INC. PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2016, the total number of retirement plan participants in PENDLETON WOOLEN MILLS, INC. PROFIT SHARING PLAN AND TRUST is 648

PENDLETON WOOLEN MILLS, INC. PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value

In 2016, the average participant retirement account value for PENDLETON WOOLEN MILLS, INC. PROFIT SHARING PLAN AND TRUST is $78,128.00

PENDLETON WOOLEN MILLS, INC. PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2016, the estimated average employee contribution amount per participant for PENDLETON WOOLEN MILLS, INC. PROFIT SHARING PLAN AND TRUST is $4,369.00.

PENDLETON WOOLEN MILLS, INC. PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match

In 2016, the estimated average employer match for an employee in PENDLETON WOOLEN MILLS, INC. PROFIT SHARING PLAN AND TRUST is approximately $462.00
Investing in this additonal $462.00 for 20 years would give you extra $29,629.00, assuming a 10% annual return.

PENDLETON WOOLEN MILLS, INC. PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate

In 2016, PENDLETON WOOLEN MILLS, INC. PROFIT SHARING PLAN AND TRUST allocates $300,000.00 to match its employees' contributions, providing an employer match rate of 21.19% of their contributions

PENDLETON WOOLEN MILLS, INC. PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2016, the total retirement plan asset growth rate of PENDLETON WOOLEN MILLS, INC. PROFIT SHARING PLAN AND TRUST is -0.64%.

PENDLETON WOOLEN MILLS, INC. PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2016, the estimated aggregate retirement account investment gain/loss for PENDLETON WOOLEN MILLS, INC. PROFIT SHARING PLAN AND TRUST is 6.80%. This measures the effectiveness of the plan participants' investments in the year.

PENDLETON WOOLEN MILLS, INC. PROFIT SHARING PLAN AND TRUST Expense Ratio

In 2016, the investment and administrative expense ratio of PENDLETON WOOLEN MILLS, INC. PROFIT SHARING PLAN AND TRUST is -0.02%.

Enrollment Features

PENDLETON WOOLEN MILLS, INC. PROFIT SHARING PLAN AND TRUST has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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