Civic Intelligence

Orca Investment Management LLC

Plan context: Orca Investment Management LLC Savings and Retirement Plan

EIN 27-1604764 • Lake Oswego, OR • 13 filings • 3 plans

6 Centerpointe DriveSuite 300Lake Oswego, OR 97035
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$2,919,694

2025 Contributions

$320,328

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,919,694$1,459,847$0201320192025YearValue
$2,919,694Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

950201320192025YearValue
7Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202517$2,919,694$320,328$45,761iApproximate average salary by contribution assumption: employee only about $1,144,029 at 4% or $762,686 at 6%; with 50% employer match about $762,686 at 4% or $508,457 at 6%; with 100% employer match about $572,014 at 4% or $381,343 at 6%.
Orca Investment Management LLC Savings and Retirement Plan-7$2,919,694$320,328$45,761iApproximate average salary by contribution assumption: employee only about $1,144,029 at 4% or $762,686 at 6%; with 50% employer match about $762,686 at 4% or $508,457 at 6%; with 100% employer match about $572,014 at 4% or $381,343 at 6%.
202417$2,865,037$273,624$39,089iApproximate average salary by contribution assumption: employee only about $977,229 at 4% or $651,486 at 6%; with 50% employer match about $651,486 at 4% or $434,324 at 6%; with 100% employer match about $488,614 at 4% or $325,743 at 6%.
Orca Investment Management LLC Savings and Retirement Plan-7$2,865,037$273,624$39,089iApproximate average salary by contribution assumption: employee only about $977,229 at 4% or $651,486 at 6%; with 50% employer match about $651,486 at 4% or $434,324 at 6%; with 100% employer match about $488,614 at 4% or $325,743 at 6%.
202317$2,249,035$272,795$38,971iApproximate average salary by contribution assumption: employee only about $974,268 at 4% or $649,512 at 6%; with 50% employer match about $649,512 at 4% or $433,008 at 6%; with 100% employer match about $487,134 at 4% or $324,756 at 6%.
Orca Investment Management LLC Savings and Retirement Plan-7$2,249,035$272,795$38,971iApproximate average salary by contribution assumption: employee only about $974,268 at 4% or $649,512 at 6%; with 50% employer match about $649,512 at 4% or $433,008 at 6%; with 100% employer match about $487,134 at 4% or $324,756 at 6%.
202217$2,103,091$238,357$34,051iApproximate average salary by contribution assumption: employee only about $851,275 at 4% or $567,517 at 6%; with 50% employer match about $567,517 at 4% or $378,344 at 6%; with 100% employer match about $425,638 at 4% or $283,758 at 6%.
Orca Investment Management LLC Savings and Retirement Plan-7$2,103,091$238,357$34,051iApproximate average salary by contribution assumption: employee only about $851,275 at 4% or $567,517 at 6%; with 50% employer match about $567,517 at 4% or $378,344 at 6%; with 100% employer match about $425,638 at 4% or $283,758 at 6%.
202117$2,407,197$319,166$45,595iApproximate average salary by contribution assumption: employee only about $1,139,879 at 4% or $759,919 at 6%; with 50% employer match about $759,919 at 4% or $506,613 at 6%; with 100% employer match about $569,939 at 4% or $379,960 at 6%.
Orca Investment Management LLC Savings and Retirement Plan-7$2,407,197$319,166$45,595iApproximate average salary by contribution assumption: employee only about $1,139,879 at 4% or $759,919 at 6%; with 50% employer match about $759,919 at 4% or $506,613 at 6%; with 100% employer match about $569,939 at 4% or $379,960 at 6%.
202017$2,074,656$203,335$29,048iApproximate average salary by contribution assumption: employee only about $726,196 at 4% or $484,131 at 6%; with 50% employer match about $484,131 at 4% or $322,754 at 6%; with 100% employer match about $363,098 at 4% or $242,065 at 6%.
Orca Investment Management LLC Savings and Retirement Plan-7$2,074,656$203,335$29,048iApproximate average salary by contribution assumption: employee only about $726,196 at 4% or $484,131 at 6%; with 50% employer match about $484,131 at 4% or $322,754 at 6%; with 100% employer match about $363,098 at 4% or $242,065 at 6%.
201917$1,431,768$149,779$21,397iApproximate average salary by contribution assumption: employee only about $534,925 at 4% or $356,617 at 6%; with 50% employer match about $356,617 at 4% or $237,744 at 6%; with 100% employer match about $267,463 at 4% or $178,308 at 6%.
Orca Investment Management LLC Savings and Retirement Plan-7$1,431,768$149,779$21,397iApproximate average salary by contribution assumption: employee only about $534,925 at 4% or $356,617 at 6%; with 50% employer match about $356,617 at 4% or $237,744 at 6%; with 100% employer match about $267,463 at 4% or $178,308 at 6%.
201818$1,168,943$230,738$28,842iApproximate average salary by contribution assumption: employee only about $721,056 at 4% or $480,704 at 6%; with 50% employer match about $480,704 at 4% or $320,469 at 6%; with 100% employer match about $360,528 at 4% or $240,352 at 6%.
Orca Investment Management LLC Savings and Retirement Plan-8$1,168,943$230,738$28,842iApproximate average salary by contribution assumption: employee only about $721,056 at 4% or $480,704 at 6%; with 50% employer match about $480,704 at 4% or $320,469 at 6%; with 100% employer match about $360,528 at 4% or $240,352 at 6%.
201718$1,073,423$235,998$29,500iApproximate average salary by contribution assumption: employee only about $737,494 at 4% or $491,663 at 6%; with 50% employer match about $491,663 at 4% or $327,775 at 6%; with 100% employer match about $368,747 at 4% or $245,831 at 6%.
Orca Investment Management LLC Savings and Retirement Plan-8$1,073,423$235,998$29,500iApproximate average salary by contribution assumption: employee only about $737,494 at 4% or $491,663 at 6%; with 50% employer match about $491,663 at 4% or $327,775 at 6%; with 100% employer match about $368,747 at 4% or $245,831 at 6%.
201618$729,170$220,363$27,545iApproximate average salary by contribution assumption: employee only about $688,634 at 4% or $459,090 at 6%; with 50% employer match about $459,090 at 4% or $306,060 at 6%; with 100% employer match about $344,317 at 4% or $229,545 at 6%.
Orca Investment Management LLC Savings and Retirement Plan-8$729,170$220,363$27,545iApproximate average salary by contribution assumption: employee only about $688,634 at 4% or $459,090 at 6%; with 50% employer match about $459,090 at 4% or $306,060 at 6%; with 100% employer match about $344,317 at 4% or $229,545 at 6%.
201518$501,745$216,325$27,041iApproximate average salary by contribution assumption: employee only about $676,016 at 4% or $450,677 at 6%; with 50% employer match about $450,677 at 4% or $300,451 at 6%; with 100% employer match about $338,008 at 4% or $225,339 at 6%.
Orca Investment Management LLC Savings and Retirement Plan-8$501,745$216,325$27,041iApproximate average salary by contribution assumption: employee only about $676,016 at 4% or $450,677 at 6%; with 50% employer match about $450,677 at 4% or $300,451 at 6%; with 100% employer match about $338,008 at 4% or $225,339 at 6%.
201419$288,011$215,222$23,914iApproximate average salary by contribution assumption: employee only about $597,839 at 4% or $398,559 at 6%; with 50% employer match about $398,559 at 4% or $265,706 at 6%; with 100% employer match about $298,919 at 4% or $199,280 at 6%.
Orca Investment Management LLC Savings and Retirement Plan-9$288,011$215,222$23,914iApproximate average salary by contribution assumption: employee only about $597,839 at 4% or $398,559 at 6%; with 50% employer match about $398,559 at 4% or $265,706 at 6%; with 100% employer match about $298,919 at 4% or $199,280 at 6%.
201319$76,455$76,443$8,494iApproximate average salary by contribution assumption: employee only about $212,342 at 4% or $141,561 at 6%; with 50% employer match about $141,561 at 4% or $94,374 at 6%; with 100% employer match about $106,171 at 4% or $70,781 at 6%.
Orca Investment Management LLC Savings and Retirement Plan-9$76,455$76,443$8,494iApproximate average salary by contribution assumption: employee only about $212,342 at 4% or $141,561 at 6%; with 50% employer match about $141,561 at 4% or $94,374 at 6%; with 100% employer match about $106,171 at 4% or $70,781 at 6%.