Plan5500

Newcastle, 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, Newcastle, WA has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $11,177,707 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

What stands out in Newcastle

  • 7 loaded plans hold $11.2M in reported assets across 6 sponsors.
  • The largest, Ag Consulting Partners 401(K) Plan, holds 35% of reported Newcastle plan assets.
  • Plans cover 252 participants — about 36 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.2MSummed across loaded plans$11,177,707
Total reported assets$11.2M$11,177,707
Total reported participants252
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.2M total assets
Net assets$11.2MLiabilities$0
Contributions & income
Employer contributions$547.6K
Participant contributions$1.3M
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$568.7K
Total expenses$621K
Net increase / (decrease)$2.7M

Data coverage

Plans with financial statements7 / 7 (100%)
Plans with provider compensation1 / 7 (14%)

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

Newcastle market comparison

Largest plan share of assets35%Ag Consulting Partners 401(K) Plan
Participants per plan36Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Newcastle

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

  1. 1
    Ag Consulting Partners 401(K) Plan$3.9M
    Ag Consulting Partners · 2023
  2. 2
    Aviation Supplies And Academics, Inc. 401(K) Plan$3.6M
    Aviation Supplies And Academics, Inc. · 2023
  3. 3
    Intrinsic Enterprises Inc. Retirement Plan$1.2M
    Intrinsic Enterprises Inc · 2023
  4. 4
    Eastside Jms, Inc. Retirement Plan$1.2M
    Eastside Jms, Inc. · 2023
  5. 5
    Stylish Learning 401k$911.5K
    Stylish Learning Corp. · 2023
  6. 6
    Haiyang Liu Sole Proprietor 401(K) Plan$370K
    Haiyang Liu Sole Proprietor 401(K) Plan · 2023
  7. 7
    Intrinsic Enterprises Inc 401(K) Union Plan$22.4K
    Intrinsic Enterprises Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Newcastle, WA?
7 plan(s) reported by 6 sponsor(s) are loaded for Newcastle, WA.

Related Form 5500 pages