Plan5500

Rosburg, 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, Rosburg, WA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $7,844,092 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 Rosburg

  • 2 loaded plans hold $7.8M in reported assets across 2 sponsors.
  • The largest, Western Wahkiakum County Telephone Co. 401(K) Plan, holds 100% of reported Rosburg plan assets.
  • Plans cover 12 participants — about 6 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$7.8MSummed across loaded plans$7,844,092
Total reported assets$7.8M$7,844,092
Total reported participants12
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.8M total assets
Net assets$7.8MLiabilities$0
Contributions & income
Employer contributions$145.5K
Participant contributions$84.7K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$917.1K
Total expenses$917.3K
Net increase / (decrease)$756.9K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Rosburg market comparison

Largest plan share of assets100%Western Wahkiakum County Telephone Co. 401(K) Plan
Participants per plan6Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Rosburg

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

  1. 1
    Western Wahkiakum County Telephone Co. 401(K) Plan$7.8M
    Western Wahkiakum County Telephone Company · 2023
  2. 2
    Coast Distributing Inc. 401(K) Plan$0
    Coast Distributing Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages