Plan5500

Rochester, 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, Rochester, WA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $632,866 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Rochester

  • 3 loaded plans hold $632.9K in reported assets across 2 sponsors.
  • The largest, First Choice Self Storage Inc 401(K) Plan, holds 100% of reported Rochester plan assets.
  • Plans cover 847 participants — about 282 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$632.9KSummed across loaded plans$632,866
Total reported assets$632.9K$632,866
Total reported participants847
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$632.9K total assets
Net assets$632.9KLiabilities$0
Contributions & income
Employer contributions$366.3K
Participant contributions$589K
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$649.1K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Rochester market comparison

Largest plan share of assets100%First Choice Self Storage Inc 401(K) Plan
Participants per plan282Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Rochester

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

  1. 1
    First Choice Self Storage Inc 401(K) Plan$632.9K
    First Choice Self Storage Inc · 2023
  2. 2
    Lucky Eagle Casino 401(K) Retirement Plan$0
    Lucky Eagle Casino · 2023
  3. 3
    Lucky Eagle Casino Health Care Benefit Plannot reported in the loaded dataset
    Lucky Eagle Casino · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages