Chehalis, 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, Chehalis, WA has 20 loaded benefit plan(s) reported by 12 plan sponsor(s), with $211,063,416 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 20
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $211,063,416
- Total reported liabilities (EOY)
- $6,440
- Total reported net assets (EOY)
- $211,056,976
Contributions & income
- Employer contributions
- $7,451,616
- Participant contributions
- $13,284,041
- Total income / additions
- $50,071,485
Expenses & distributions
- Benefits paid / distributions
- $15,405,391
- Total expenses
- $15,971,265
- Net increase / (decrease)
- $34,100,220
Coverage
- Total reported participants
- 5,122
- Plans with financial statements
- 10
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Chehalis, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Pacific Cataract And Laser Institute, Inc. Pc 401(K) Plan | Pacific Cataract And Laser Institute, Inc., Pc | $80,708,271 | 2023 |
| Hardel Mutual Plywood Corporation 401(K) Profit Sharing Plan | Hardel Mutual Plywood Corp. | $32,614,726 | 2023 |
| Alta Forest Products 401(K) Retirement Plan | Alta Forest Products, LLC | $27,293,223 | 2023 |
| Pacific Mobile Structures, Inc. 401(K) Retirement Plan | Pacific Mobile Structures, Inc. | $20,826,612 | 2023 |
| Trillium Corp. 401(K) Profit Sharing Plan | Trillium Corporation | $18,874,905 | 2023 |
| Braun Northwest, Inc. 401(K) Plan | Braun Northwest, Inc. | $11,374,022 | 2023 |
| Uhlmann Holding Company 401(K) Plan | Uhlmann Holding Company | $10,856,014 | 2023 |
| Valley View Health Center Retirement Savings Plan | Lewis County Community Health Services Dba Valley View Health Center | $8,316,934 | 2023 |
| Rjb Asset Management, Inc. 401k Profit Sharing Plan | Rjb Asset Management, Inc. | $140,614 | 2023 |
| D And S Enterprises Retirement Plan | D And S Enterprises | $58,095 | 2023 |
| Lincoln Creek Lumber Co., Inc. Medical Plan | Lincoln Creek Lumber Co., Inc. | not reported in the loaded dataset | 2023 |
| Hardel Mutual Plywood Group Health Care Plan | Hardel Mutual Plywood Corporation | not reported in the loaded dataset | 2023 |
| Pacific Mobile Structures, Inc. Health & Welfare Plan | Pacific Mobile Structures, Inc. | not reported in the loaded dataset | 2023 |
| Cascade Hardwood Group Welfare Benefit Plan | Cascade Hardwood Group | not reported in the loaded dataset | 2023 |
| Uhlmann Holding Company Health And Welfare Plan | Uhlmann Holding Company | not reported in the loaded dataset | 2023 |
| Alta Forest Products Health And Welfare Plan | Alta Forest Products LLC | not reported in the loaded dataset | 2023 |
| Braun Northwest Health Benefits Plan | Braun Northwest Inc. | not reported in the loaded dataset | 2023 |
| Lewis County Community Health Health And Welfare Plan | Lewis County Community Health Services | not reported in the loaded dataset | 2023 |
| Lincoln Creek Lumber Co., Inc. Dental, Life/Ad&D, Ltd Plan | Lincoln Creek Lumber Co., Inc. | not reported in the loaded dataset | 2023 |
| Pacific Cataract And Laser Institute Health Care Benefits Plan | Pacific Cataract And Laser Institute, Inc. Pc | not reported in the loaded dataset | 2023 |
Largest plans in Chehalis → · Chehalis plans by participants → · Chehalis plans with financial data → · Chehalis plans with provider compensation → · $1B+ plans in Chehalis →
Related Form 5500 pages
- All WA Form 5500 filings
- Pacific Cataract And Laser Institute, Inc. Pc 401(K) Plan (plan 002)
- Pacific Cataract And Laser Institute, Inc., Pc — all reported plans
- Hardel Mutual Plywood Corporation 401(K) Profit Sharing Plan (plan 001)
- Hardel Mutual Plywood Corp. — all reported plans
- Alta Forest Products 401(K) Retirement Plan (plan 001)
- Alta Forest Products, LLC — all reported plans
- Pacific Mobile Structures, Inc. 401(K) Retirement Plan (plan 001)
- Pacific Mobile Structures, Inc. — all reported plans
- Trillium Corp. 401(K) Profit Sharing Plan (plan 001)
- Trillium Corporation — all reported plans
- Braun Northwest, Inc. 401(K) Plan (plan 001)
- Braun Northwest, Inc. — all reported plans
- Uhlmann Holding Company 401(K) Plan (plan 002)
- Uhlmann Holding Company — all reported plans
- Valley View Health Center Retirement Savings Plan (plan 001)
- Lewis County Community Health Services Dba Valley View Health Center — all reported plans
- Rjb Asset Management, Inc. 401k Profit Sharing Plan (plan 001)
- Rjb Asset Management, Inc. — all reported plans
- D And S Enterprises Retirement Plan (plan 001)
- D And S Enterprises — all reported plans
- Lincoln Creek Lumber Co., Inc. Medical Plan (plan 501)
- Lincoln Creek Lumber Co., Inc. — all reported plans
- Hardel Mutual Plywood Group Health Care Plan (plan 501)
- Pacific Mobile Structures, Inc. Health & Welfare Plan (plan 501)
- Cascade Hardwood Group Welfare Benefit Plan (plan 501)
- Cascade Hardwood Group — all reported plans
- Uhlmann Holding Company Health And Welfare Plan (plan 501)
- Methodology
- Data sources