Plan5500

North Bend, 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, North Bend, WA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $4,280,618 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 North Bend

  • 5 loaded plans hold $4.3M in reported assets across 5 sponsors.
  • The largest, Sno Falls Credit Union 401(K) Plan, holds 73% of reported North Bend plan assets.
  • Plans cover 47 participants — about 9 per plan.
  • 100% 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$4.3MSummed across loaded plans$4,280,618
Total reported assets$4.3M$4,280,618
Total reported participants47
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.3M total assets
Net assets$4.3MLiabilities$0
Contributions & income
Employer contributions$99.1K
Participant contributions$136.2K
Total income / additions$911.7K
Expenses & distributions
Benefits paid / distributions$158.2K
Total expenses$158.9K
Net increase / (decrease)$752.8K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

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

North Bend market comparison

Largest plan share of assets73%Sno Falls Credit Union 401(K) Plan
Participants per plan9Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in North Bend

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

  1. 1
    Sno Falls Credit Union 401(K) Plan$3.1M
    Sno Falls Credit Union · 2023
  2. 2
    Duck Nuts Inc. 401(K) Plan$498.9K
    The Duck'S Nuts Inc. · 2023
  3. 3
    Sega Enterprises 401k Trust$495K
    Sega Enterprises Inc. · 2023
  4. 4
    Dayedigital, Inc. 401k Profit Sharing Plan$81.9K
    Dayedigital, Inc. · 2023
  5. 5
    Psm Northwest, Inc. 401(K) Profit Sharing Plan$65.3K
    Psm Northwest, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages