Plan5500

Chelan, 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, Chelan, WA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $11,283,019 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Chelan

  • 4 loaded plans hold $11.3M in reported assets across 3 sponsors.
  • The largest, Trout-Blue Chelan Magi LLC 401(K) Plan, holds 71% of reported Chelan plan assets.
  • Plans cover 730 participants — about 183 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.3MSummed across loaded plans$11,283,019
Total reported assets$11.3M$11,283,019
Total reported participants730
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.3M total assets
Net assets$11.3MLiabilities$0
Contributions & income
Employer contributions$296.8K
Participant contributions$479.6K
Total income / additions$4M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.8M
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Chelan market comparison

Largest plan share of assets71%Trout-Blue Chelan Magi LLC 401(K) Plan
Participants per plan183Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Chelan

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

  1. 1
    Trout-Blue Chelan Magi LLC 401(K) Plan$8M
    Trout-Blue Chelan-Magi, LLC · 2023
  2. 2
    Jm Washington Inc. Retirement Plan$2.9M
    Jm Washington Inc. · 2023
  3. 3
    Real Estate Law Firm, P.S. 401(K) Profit Sharing Plan$367.7K
    Real Estate Law Firm, P.S. · 2023
  4. 4
    Trout-Blue Chelan, Inc. Dba Chelan Fruit Health & Welfare Benefit Plannot reported in the loaded dataset
    Trout-Blue Chelan, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages