Plan5500

Brier, 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, Brier, WA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,322,871 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Brier

  • 3 loaded plans hold $1.3M in reported assets across 3 sponsors.
  • The largest, Pudge Inc 401(K) Plan, holds 59% of reported Brier plan assets.
  • Plans cover 24 participants — about 8 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$1.3MSummed across loaded plans$1,322,871
Total reported assets$1.3M$1,322,871
Total reported participants24
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.3M total assets
Net assets$1.3MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$310K
Expenses & distributions
Benefits paid / distributions$199.8K
Total expenses$200K
Net increase / (decrease)$110K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Brier market comparison

Largest plan share of assets59%Pudge Inc 401(K) Plan
Participants per plan8Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Brier

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

  1. 1
    Pudge Inc 401(K) Plan$776.6K
    Pudge Inc · 2023
  2. 2
    Restoration Associates Northwest, Inc. 401(K) Plan$546.2K
    Restoration Associates Northwest, Inc. · 2023
  3. 3
    Fit Family Corporation 401(K) Plan$0
    Fit Family Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Brier, WA?
3 plan(s) reported by 3 sponsor(s) are loaded for Brier, WA.

Related Form 5500 pages