Plan5500

Burlington, 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, Burlington, WA has 19 loaded benefit plan(s) reported by 11 plan sponsor(s), with $114,542,599 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
11
Latest filing year
2023

What stands out in Burlington

  • 19 loaded plans hold $114.5M in reported assets across 11 sponsors.
  • The largest, Fisher Companies 401k Profit Sharing Plan, holds 25% of reported Burlington plan assets.
  • Plans cover 3,700 participants — about 195 per plan.
  • 42% of loaded plans report full Schedule H/I financial statements.
  • 21% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$114.5MSummed across loaded plans$114,507,983
Total reported assets$114.5M$114,542,599
Total reported participants3.7K3,700
Total reported liabilities$34.6K$34,616

Reported net position

Reported assets = net assets + liabilities (summed)$114.5M total assets
Net assets$114.5MLiabilities$34.6K
Contributions & income
Employer contributions$4.2M
Participant contributions$5.7M
Total income / additions$33.2M
Expenses & distributions
Benefits paid / distributions$6.2M
Total expenses$6.4M
Net increase / (decrease)$26.8M

Data coverage

Plans with financial statements8 / 19 (42%)
Plans with provider compensation4 / 19 (21%)

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

Burlington market comparison

Largest plan share of assets25%Fisher Companies 401k Profit Sharing Plan
Participants per plan195Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Burlington

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

  1. 1
    Fisher Companies 401k Profit Sharing Plan$28.2M
    Fisher Companies, Inc. · 2023
  2. 2
    Co-Op 401(K) Plan$27.4M
    Skagit Farmers Supply · 2023
  3. 3
    G And D Wallace, Inc Profit Sharing Plan$25.7M
    G And D Wallace, Inc · 2023
  4. 4
    Pacific Woodtech Corporation 401(K) Plan$22.9M
    Pacific Woodtech Corporation · 2023
  5. 5
    Norm Wallace Agency, Inc Profit Sharing Plan$4.8M
    Norm Wallace Agency, Inc. · 2023
  6. 6
    Interwest Construction, Inc. & North Hill Resources, Inc. 401(K) Profit Sharing Plan$4.5M
    Interwest Construction, Inc. · 2023
  7. 7
    Silfab 401(K) Plan$885.4K
    Silfab Solar Wa Inc. · 2023
  8. 8
    Kpj Partners Inc. 401(K) Plan$158.9K
    Kpj Partners Inc. · 2023
  9. 9
    Karmart Health & Welfare Benefits Plannot reported in the loaded dataset
    Cascade Chrysler Inc. · 2023
  10. 10
    Pacific Woodtech Health And Welfare Plannot reported in the loaded dataset
    Pacific Woodtech Corporation · 2023
  11. 11
    Pacific Woodtechhealth And Welfare Plannot reported in the loaded dataset
    Pacific Woodtech Corporation · 2023
  12. 12
    Fisher Companies Health & Welfare Plannot reported in the loaded dataset
    Fisher Companies, Inc. · 2023
  13. 13
    Silfab Solar, Inc. Health And Welfare Plannot reported in the loaded dataset
    Silfab Solar, Inc. · 2023
  14. 14
    Noise & Vibration Technologies, LLC Employee Benefits Plannot reported in the loaded dataset
    Noise & Vibrations Technologies, LLC · 2023
  15. 15
    Npo Dbppnot reported in the loaded dataset
    North Puget Oncology, Pllc · 2023
  16. 16
    Skagit Farmers Supply Employee Medical Benefit Plannot reported in the loaded dataset
    Skagit Farmers Supply · 2023
  17. 17
    Skagit Farmers Supply Group Life Insurance Plannot reported in the loaded dataset
    Skagit Farmers Supply · 2023
  18. 18
    Skagit Farmers Supply Group Long Term Disability Ins. Plannot reported in the loaded dataset
    Skagit Farmers Supply · 2023
  19. 19
    Skagit Farmers Supply Employee Dental Benefit Plannot reported in the loaded dataset
    Skagit Farmers Supply · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Burlington, WA?
19 plan(s) reported by 11 sponsor(s) are loaded for Burlington, WA.

Related Form 5500 pages