Plan5500

La Conner, 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, La Conner, WA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $46,843,042 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
1
Latest filing year
2023

What stands out in La Conner

  • 2 loaded plans hold $46.8M in reported assets across 1 sponsors.
  • The largest, Swinomish Tribal Community Retirement Savings Plan, holds 100% of reported La Conner plan assets.
  • Plans cover 1,704 participants — about 852 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$46.8MSummed across loaded plans$46,843,042
Total reported assets$46.8M$46,843,042
Total reported participants1.7K1,704
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$46.8M total assets
Net assets$46.8MLiabilities$0
Contributions & income
Employer contributions$1.7M
Participant contributions$3.8M
Total income / additions$14.2M
Expenses & distributions
Benefits paid / distributions$5M
Total expenses$5.1M
Net increase / (decrease)$9.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

La Conner market comparison

Largest plan share of assets100%Swinomish Tribal Community Retirement Savings Plan
Participants per plan852Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in La Conner

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

  1. 1
    Swinomish Tribal Community Retirement Savings Plan$46.8M
    Swinomish Tribal Community · 2023
  2. 2
    Swinomish Indian Tribal Community Employment Benefits Plannot reported in the loaded dataset
    Swinomish Indian Tribal Community · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for La Conner, WA?
2 plan(s) reported by 1 sponsor(s) are loaded for La Conner, WA.

Related Form 5500 pages