How many Form 5500 benefit plans are loaded for Mt. Vernon, WA?

2 plan(s) reported by 2 sponsor(s) are loaded for Mt. Vernon, WA.

Mt. 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, Mt. Vernon, WA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,108,089 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: 2
Latest filing year: 2023

What stands out in Mt. Vernon

2 loaded plans hold $3.1M in reported assets across 2 sponsors.
Plans cover 134 participants — about 67 per plan.
50% 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$3.1MSummed across loaded plans$3,108,089

Total reported assets$3.1M$3,108,089

Total reported participants134

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$65.5K

Participant contributions$196.8K

Total income / additions$685.1K

Expenses & distributions

Benefits paid / distributions$28.1K

Total expenses$31K

Net increase / (decrease)$654.2K

Data coverage

Plans with financial statements1 / 2 (50%)

Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mt. 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.

Computed from loaded plans

Mt. Vernon market comparison

Participants per plan67Average across loaded plans

Plan sponsors2

Ranked by reported assets

Largest loaded plans in Mt. Vernon

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

1
Lauts, Inc. Health & Welfare Plannot reported in the loaded dataset
Lauts, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mt. Vernon, WA?: 2 plan(s) reported by 2 sponsor(s) are loaded for Mt. Vernon, WA.