Plan5500

Lake Stevens, 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, Lake Stevens, WA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $3,116,375 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Lake Stevens

  • 5 loaded plans hold $3.1M in reported assets across 5 sponsors.
  • The largest, Rockworks, LLC 401(K) Plan, holds 90% of reported Lake Stevens plan assets.
  • Plans cover 52 participants — about 10 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.1MSummed across loaded plans$3,116,375
Total reported assets$3.1M$3,116,375
Total reported participants52
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities$0
Contributions & income
Employer contributions$73.3K
Participant contributions$203.2K
Total income / additions$942.9K
Expenses & distributions
Benefits paid / distributions$45.8K
Total expenses$60.2K
Net increase / (decrease)$882.7K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation1 / 5 (20%)

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

Lake Stevens market comparison

Largest plan share of assets90%Rockworks, LLC 401(K) Plan
Participants per plan10Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Lake Stevens

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

  1. 1
    Rockworks, LLC 401(K) Plan$2.8M
    Rockworks, LLC · 2023
  2. 2
    Twin Holdings Corp. Retirement Plan$230.8K
    Twin Holdings Corp. · 2023
  3. 3
    Taco 'Bout Tortillas Inc. 401(K) Plan$88K
    Taco 'Bout Tortillas Inc. · 2023
  4. 4
    Probusstevensy22t25$2.7K
    Guruprasad Srihari · 2023
  5. 5
    Energized Ideas, Inc. 401(K) Plan$0
    Energized Ideas, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lake Stevens, WA?
5 plan(s) reported by 5 sponsor(s) are loaded for Lake Stevens, WA.

Related Form 5500 pages