Plan5500

Anacortes, WA 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, Anacortes, WA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $2,170,666 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Anacortes

  • 6 loaded plans hold $2.2M in reported assets across 5 sponsors.
  • The largest, Pda Holdings, Inc. Employee Stock Ownership Plan, holds 60% of reported Anacortes plan assets.
  • Plans cover 1,094 participants — about 182 per plan.
  • 67% 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$1.6MSummed across loaded plans$1,581,867
Total reported assets$2.2M$2,170,666
Total reported participants1.1K1,094
Total reported liabilities$588.8K$588,799

Reported net position

Reported assets = net assets + liabilities (summed)$2.2M total assets
Net assets$1.6MLiabilities$588.8K
Contributions & income
Employer contributions$264.5K
Participant contributions$160.6K
Total income / additions$808K
Expenses & distributions
Benefits paid / distributions$50K
Total expenses$74.3K
Net increase / (decrease)$733.7K

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation0 / 6 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Anacortes, WA 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

Anacortes market comparison

Largest plan share of assets60%Pda Holdings, Inc. Employee Stock Ownership Plan
Participants per plan182Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Anacortes

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

  1. 1
    Pda Holdings, Inc. Employee Stock Ownership Plan$1.3M
    Pda Holdings, Inc. · 2023
  2. 2
    Rpm Partners Company 401(K) Plan$622.1K
    Rpm Partners Company · 2023
  3. 3
    Dakota Creek Industries, Inc. 401(K) Plan$165.9K
    Dakota Creek Industries, Inc. · 2023
  4. 4
    Westerly View Inc 401(K) Plan$84K
    Westerly View Inc · 2023
  5. 5
    Dakota Creek Industries Inc Major Medical Plannot reported in the loaded dataset
    Dakota Creek Industries Inc · 2023
  6. 6
    Swinomish Casino & Lodge Employee Benefits Plannot reported in the loaded dataset
    Swinomish Casino & Lodge · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Anacortes, WA?
6 plan(s) reported by 5 sponsor(s) are loaded for Anacortes, WA.

Related Form 5500 pages