Plan5500

Washington, IA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Washington, IA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $8,068,819 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Washington

  • 2 loaded plans hold $8.1M in reported assets across 2 sponsors.
  • The largest, Washington Bancorp Employee Stock Ownership Plan, holds 100% of reported Washington plan assets.
  • Plans cover 195 participants — about 98 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.1MSummed across loaded plans$8,068,819
Total reported assets$8.1M$8,068,819
Total reported participants195
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$8.1M total assets
Net assets$8.1MLiabilities—
Contributions & income
Employer contributions$256.6K
Participant contributions$117.4K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$145.1K
Total expenses$178.7K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Washington, IA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Washington market comparison

Largest plan share of assets100%Washington Bancorp Employee Stock Ownership Plan
Participants per plan98Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Washington

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Washington Bancorp Employee Stock Ownership Plan$8.1M
    Washington Bancorp · 2023
  2. 2
    Brenneman Pork Health And Welfare Plannot reported in the loaded dataset
    Brenneman Pork, Lllp · 2023

Largest plans in Washington → · Washington plans by participants → · Washington plans with financial data → · Washington plans with provider compensation → · $1B+ plans in Washington →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Washington, IA?
2 plan(s) reported by 2 sponsor(s) are loaded for Washington, IA.

Related Form 5500 pages