Roseburg Forest Products 401(k) and pension plans

Roseburg Forest Products Co., Springfield, OR. EIN 93-1240670. Annual reports 2009–2024.

Roseburg Forest Products Co. has 4 active retirement plans on file. The largest is the Roseburg Forest Products Co. 401(k) Plan, with 2,181 participants and $224 million in assets in 2024. Fidelity has been its recordkeeper since 2020.

Active plans
4
Participants
5,874
Plan assets
$464 million
401(k) recordkeeper
Fidelity
Plans on file
6
Industry
Manufacturing

All 6 plans

Active plans first

Roseburg Forest Products Co. 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 93-1240670
Participants (2024)
2,181
Net assets (2024)
$224 million
Recordkeeper
FidelityEarlier: Transamerica (2012–2019), New York Life Investment Management (2009–2011)
Plan administrator
Roseburg Forest Products Co.
3660 Gateway ST.
Springfield, OR 97477
(541) 679-3311As filed for 2024
In effect since
April 1, 1985

Plans merged into this one: Roseburg Forest Products Co. Hourly Employees' 401(k) Plan (2020).

Earlier plan names: Roseburg Forest Products Co. Salaried Employees' 401(k) Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20242,181$224 millionFidelity
20232,159$209 millionFidelity
20222,103$183 millionFidelity
20212,079$207 millionFidelity
20201,929$177 millionFidelity
20191,227$127 millionTransamerica
20181,130$99.8 millionTransamerica
20171,069$99.6 millionTransamerica
20161,034$85.2 millionTransamerica
2015975$77.6 millionTransamerica
2014910$77.3 millionTransamerica
2013863$73.0 millionTransamerica
2012858$62.8 millionTransamerica
2011862$59.9 millionNew York Life Investment Management
2010868$65.2 millionNew York Life Investment Management
2009880$62.0 millionNew York Life Investment Management

Roseburg Forest Products Co., Carpenters Industrial Council Defined Contribution Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
006Employer EIN 93-1240670
Participants (2024)
2,068
Net assets (2024)
$127 million
Recordkeeper
FidelityEarlier: Transamerica (2017–2019)
Plan administrator
Roseburg Forest Products Co.
3660 Gateway Street
Springfield, OR 97477
(541) 679-3311As filed for 2024
In effect since
June 1, 2017

Earlier plan names: Roseburg Forest Products Co. Carpenters Industrial Council Defined Contribution Plan.

Year by year, 2017 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20242,068$127 millionFidelity
20231,820$118 millionFidelity
20221,994$106 millionFidelity
20212,382$135 millionFidelity
20202,161$122 millionFidelity
20192,204$106 millionTransamerica
20182,928$86.3 millionTransamerica
20172,152$89.3 millionTransamerica

Roseburg Forest Products Co Retirement Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 93-1240670
Participants (2024)
1,216
Net assets (2024)
$95.4 million
Administered by
FidelityEarlier: Principal (2021–2022), Transamerica (2012–2019), Wells Fargo (2011), New York Life Investment Management (2009–2010)
Plan administrator
Roseburg Forest Products Co.
10599 Old Highway 99 S
Dillard, OR 97432
(541) 696-3111As filed for 2024
In effect since
April 1, 1985

Earlier plan names: Roseburg Forest Products Co. Retirement Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,216$95.4 millionFidelity
20231,295$100 millionFidelity
20221,317$99.9 millionPrincipal
20211,373$126 millionPrincipal
20191,709$96.3 millionTransamerica
20181,749$81.2 millionTransamerica
20171,759$86.9 millionTransamerica
20161,745$73.7 millionTransamerica
20151,682$71.4 millionTransamerica
20141,596$73.0 millionTransamerica
20131,762$79.3 millionTransamerica
20121,721$72.1 millionTransamerica
20111,706$65.5 millionWells Fargo
20101,643$65.6 millionNew York Life Investment Management
20091,623$59.2 millionNew York Life Investment Management

Roseburg Forest Products Co. Employee Pension Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
003Employer EIN 93-1240670
Participants (2024)
409
Net assets (2024)
$18.6 million
Last listed administrator
PrincipalEarlier: Transamerica (2012–2020), New York Life Investment Management (2009–2011)
Plan administrator
Roseburg Forest Products Co.
10599 Old Highway 99 S
Dillard, OR 97432
(541) 696-3111As filed for 2024
In effect since
January 1, 1984

Earlier plan names: Roseburg Forest Product Co Employee Pension Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024409$18.6 millionnot listed
2023435$19.2 millionnot listed
2022445$18.8 millionPrincipal
2021471$23.4 millionnot listed
2020566$23.4 millionTransamerica
2019611$19.3 millionTransamerica
2018630$16.4 millionTransamerica
2017638$17.2 millionTransamerica
2016668$14.7 millionTransamerica
2015679$14.2 millionTransamerica
2014652$14.7 millionTransamerica
2013766$15.9 millionTransamerica
2012751$14.0 millionTransamerica
2011753$12.2 millionNew York Life Investment Management
2010780$11.6 millionNew York Life Investment Management
2009810$9.6 millionNew York Life Investment Management

Roseburg Forest Products Co. Retirement Plan IV

Pension (defined benefit)Closed

Closed. The plan filed its final annual report for 2021, which means its assets were paid out or moved and it no longer exists.

Plan number
007Employer EIN 93-1240670
Plan administrator
Roseburg Forest Products Co.
10599 Old Highway 99 South
Dillard, OR 97432
(541) 696-3111As filed for 2021
In effect since
September 23, 2021

Roseburg Forest Products Co. Hourly Employees' 401(k) Plan

401(k)Merged

Merged. In 2020 its assets moved to the Roseburg Forest Products Co. Salaries Employees' 401(k) Plan, sponsored by Roseburg Forest Products Co. (EIN 93-1240670, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number
004Employer EIN 93-1240670
Participants (2019)
987
Net assets (2019)
$21.0 million
Recordkeeper
TransamericaEarlier: New York Life Investment Management (2009–2011)
Plan administrator
Administrative Committee
Po Box 1088
Roseburg, OR 97470
(541) 679-3311As filed for 2020
In effect since
January 1, 1993
Year by year, 2009 to 2020
Plan yearParticipantsNet assetsRecordkeeper
20200$0Transamerica
2019987$21.0 millionTransamerica
2018774$15.9 millionTransamerica
2017757$20.4 millionTransamerica
20163,046$91.2 millionTransamerica
20152,838$84.7 millionTransamerica
20142,635$83.7 millionTransamerica
20132,638$79.4 millionTransamerica
20122,509$65.9 millionTransamerica
20112,413$61.2 millionNew York Life Investment Management
20102,673$63.6 millionNew York Life Investment Management
20092,635$58.1 millionNew York Life Investment Management

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Roseburg Forest Products Co. 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((541) 679-3311). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
  5. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

Other manufacturing employers in OR