Plan5500

Burley, 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, Burley, WA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,927,084 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 Burley

  • 2 loaded plans hold $1.9M in reported assets across 2 sponsors.
  • The largest, Rj Peabody Inc Individual K Profit Sharing Plan, holds 50% of reported Burley plan assets.
  • Plans cover 4 participants — about 2 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$1.9MSummed across loaded plans$1,927,084
Total reported assets$1.9M$1,927,084
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.9M total assets
Net assets$1.9MLiabilities—
Contributions & income
Employer contributions$100K
Participant contributions$105K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributionsNot reported
Total expensesNot reported
Net increase / (decrease)$1.1M

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 Burley, 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

Burley market comparison

Largest plan share of assets50%Rj Peabody Inc Individual K Profit Sharing Plan
Participants per plan2Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Burley

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

  1. 1
    Rj Peabody Inc Individual K Profit Sharing Plan$963.5K
    Rj Peabody Inc · 2023
  2. 2
    Homes And Development Northwest Inc 401k Plan$963.5K
    Homes And Development Northwest In · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages