Plan5500

Oak Harbor, 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, Oak Harbor, WA has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $12,305,452 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Oak Harbor

  • 6 loaded plans hold $12.3M in reported assets across 4 sponsors.
  • The largest, Service Alternatives 401(K) Retirement & Savings Plan, holds 47% of reported Oak Harbor plan assets.
  • Plans cover 953 participants — about 159 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.1MSummed across loaded plans$11,061,657
Total reported assets$12.3M$12,305,452
Total reported participants953
Total reported liabilities$1.2M$1,243,795

Reported net position

Reported assets = net assets + liabilities (summed)$12.3M total assets
Net assets$11.1MLiabilities$1.2M
Contributions & income
Employer contributions$498.1K
Participant contributions$392.8K
Total income / additions$609.1K
Expenses & distributions
Benefits paid / distributions$618.1K
Total expenses$664.2K
Net increase / (decrease)-$55.1K

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation2 / 6 (33%)

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

Oak Harbor market comparison

Largest plan share of assets47%Service Alternatives 401(K) Retirement & Savings Plan
Participants per plan159Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Oak Harbor

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

  1. 1
    Service Alternatives 401(K) Retirement & Savings Plan$5.8M
    Service Alternatives, Inc. · 2023
  2. 2
    Technical Services, Inc. Employee Stock Ownership Plan And Trust$5.8M
    Technical Services, Inc. · 2023
  3. 3
    Valdez Construction, Inc. Employee Stock Ownership Plan$481.4K
    Valdez Construction, Inc. · 2023
  4. 4
    The Rock Transportation Services Corporation 401(K) Plan$209.6K
    The Rock Transportation Services Corporation · 2023
  5. 5
    Technical Services Inc Health & Welfare Plannot reported in the loaded dataset
    Technical Services Inc · 2023
  6. 6
    Service Alternatives Inc. Health Plannot reported in the loaded dataset
    Service Alternatives Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Oak Harbor, WA?
6 plan(s) reported by 4 sponsor(s) are loaded for Oak Harbor, WA.

Related Form 5500 pages