Mount Vernon, 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, Mount Vernon, WA has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $50,924,888 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $50,924,888
- Total reported liabilities (EOY)
- $3,607,089
- Total reported net assets (EOY)
- $47,317,799
Contributions & income
- Employer contributions
- $2,141,831
- Participant contributions
- $1,972,478
- Total income / additions
- $13,657,654
Expenses & distributions
- Benefits paid / distributions
- $2,699,628
- Total expenses
- $2,853,319
- Net increase / (decrease)
- $10,804,335
Coverage
- Total reported participants
- 1,244
- Plans with financial statements
- 8
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mount Vernon, 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 |
|---|---|---|---|
| Skagit Radiology, Inc., P.S. Employees' Retirement 401(K) Plan | Skagit Radiology, Inc., P.S. | $28,511,526 | 2023 |
| Savibank 401(K) Retirement Plan & Trust | Savi Financial Corporation | $9,237,714 | 2023 |
| Industrial Resources, Inc. Employee Stock Ownership Plan | Industrial Resources, Inc. | $8,264,640 | 2023 |
| Skagit Horticulture L. L. C. 401(K) Savings Plan | Skagit Horticulture, L.L.C. | $4,473,304 | 2023 |
| Wellness Pnw Corporation 401(K) Profit Sharing Plan | Wellness Pnw Corporation | $187,118 | 2023 |
| Kjersten Heron Pllc Profit-Sharing Plan | Kjersten Heron, Pllc | $173,076 | 2023 |
| Pescado Enterprises, Inc. 401(K) Profit Sharing Plan | Pescado Enterprises, Inc. | $77,510 | 2023 |
| River Vista Corporation Retirement Plan | River Vista Corporation | $0 | 2023 |
| Skagit Valley Food Co-Op Welfare Benefit Plan | Skagit Valley Food Co-Op | not reported in the loaded dataset | 2023 |
| Savifinancial Corp Employee Benefits Plan | Savifinancial Corp | not reported in the loaded dataset | 2023 |
| Skagit Radiology, Inc., P.S. Life Add Plan | Skagit Radiology, Inc., P.S. | not reported in the loaded dataset | 2023 |
| Skagit Radiology, Inc., P.S. Eap Plan | Skagit Radiology, Inc., P.S. | not reported in the loaded dataset | 2023 |
| Skagit Horticulture, LLC Health & Welfare Plan | Skagit Horticulture, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Mount Vernon → · Mount Vernon plans by participants → · Mount Vernon plans with financial data → · Mount Vernon plans with provider compensation → · $1B+ plans in Mount Vernon →
Related Form 5500 pages
- All WA Form 5500 filings
- Skagit Radiology, Inc., P.S. Employees' Retirement 401(K) Plan (plan 004)
- Skagit Radiology, Inc., P.S. — all reported plans
- Savibank 401(K) Retirement Plan & Trust (plan 001)
- Savi Financial Corporation — all reported plans
- Industrial Resources, Inc. Employee Stock Ownership Plan (plan 004)
- Industrial Resources, Inc. — all reported plans
- Skagit Horticulture L. L. C. 401(K) Savings Plan (plan 001)
- Skagit Horticulture, L.L.C. — all reported plans
- Wellness Pnw Corporation 401(K) Profit Sharing Plan (plan 001)
- Wellness Pnw Corporation — all reported plans
- Kjersten Heron Pllc Profit-Sharing Plan (plan 001)
- Kjersten Heron, Pllc — all reported plans
- Pescado Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Pescado Enterprises, Inc. — all reported plans
- River Vista Corporation Retirement Plan (plan 001)
- River Vista Corporation — all reported plans
- Skagit Valley Food Co-Op Welfare Benefit Plan (plan 501)
- Skagit Valley Food Co-Op — all reported plans
- Savifinancial Corp Employee Benefits Plan (plan 501)
- Skagit Radiology, Inc., P.S. Life Add Plan (plan 502)
- Skagit Radiology, Inc., P.S. Eap Plan (plan 503)
- Skagit Horticulture, LLC Health & Welfare Plan (plan 501)
- Methodology
- Data sources