Plan5500

Kelso, 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, Kelso, WA has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $6,819,856 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023

What stands out in Kelso

  • 9 loaded plans hold $6.8M in reported assets across 8 sponsors.
  • The largest, S & R Sheet Metal, Inc. 401(K) Plan, holds 52% of reported Kelso plan assets.
  • Plans cover 472 participants — about 52 per plan.
  • 56% 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$6.9MSummed across loaded plans$6,853,538
Total reported assets$6.8M$6,819,856
Total reported participants472
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.8M total assets
Net assets$6.9MLiabilities$0
Contributions & income
Employer contributions$89.4K
Participant contributions$77.9K
Total income / additions$921.4K
Expenses & distributions
Benefits paid / distributions$36.5K
Total expenses$49.7K
Net increase / (decrease)$871.8K

Data coverage

Plans with financial statements5 / 9 (56%)
Plans with provider compensation0 / 9 ()

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

Kelso market comparison

Largest plan share of assets52%S & R Sheet Metal, Inc. 401(K) Plan
Participants per plan52Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Kelso

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

  1. 1
    S & R Sheet Metal, Inc. 401(K) Plan$3.5M
    S & R Sheet Metal, Inc. · 2023
  2. 2
    Infinity Digital LLC Profit Sharing Plan And Trust$1.9M
    Infinity Digital LLC · 2023
  3. 3
    Cowlitz Packaging Group, Inc. 401(K) Profit Sharing Plan$953.7K
    Cowlitz Packaging Group, Inc. · 2023
  4. 4
    Vorse Enterprise, Inc. Profit Sharing Plan$404.1K
    Vorse Enterprise, Inc. · 2023
  5. 5
    Ireton Enterprises, Inc. Dba Bob'S Lil Car Hospital Self Funded Medical Reimbursement Plan$2K
    Ireton Enterprises, Inc. Dba Bob'S Lil Car Hospital · 2023
  6. 6
    Signature Transport Ancillary Benefit Plannot reported in the loaded dataset
    Signature Transport · 2023
  7. 7
    Signature Transport Medical Benefit Plannot reported in the loaded dataset
    Signature Transport · 2023
  8. 8
    Another Option, Inc. Medical Benefit Plannot reported in the loaded dataset
    Another Option, Inc. · 2023
  9. 9
    C & C Logging, LLC Welfare Benefit Plannot reported in the loaded dataset
    C & C Logging, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Kelso, WA?
9 plan(s) reported by 8 sponsor(s) are loaded for Kelso, WA.

Related Form 5500 pages