Plan5500

Benton City, 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, Benton City, WA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $18,133 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 Benton City

  • 2 loaded plans hold $18.1K in reported assets across 2 sponsors.
  • The largest, Rev 1 Mechanical Self Funded Medical Reimbursement Plan, holds 52% of reported Benton City plan assets.
  • Plans cover 10 participants — about 5 per plan.
  • 100% 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$18.1KSummed across loaded plans$18,133
Total reported assets$18.1K$18,133
Total reported participants10
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$18.1K total assets
Net assets$18.1KLiabilities—
Contributions & income
Employer contributions$22.4K
Participant contributions$2.2K
Total income / additions$25.2K
Expenses & distributions
Benefits paid / distributions$5.2K
Total expenses$17K
Net increase / (decrease)$8.2K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Benton City, 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

Benton City market comparison

Largest plan share of assets52%Rev 1 Mechanical Self Funded Medical Reimbursement Plan
Participants per plan5Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Benton City

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

  1. 1
    Rev 1 Mechanical Self Funded Medical Reimbursement Plan$9.5K
    Rev 1 Mechanical · 2023
  2. 2
    Wheeler Excavation, LLC Self Funded Medical Reimbursement Plan$8.6K
    Wheeler Excavation, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages