Sumner, 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, Sumner, WA has 17 loaded benefit plan(s) reported by 12 plan sponsor(s), with $1,148,689,484 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 17
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,148,689,484
- Total reported liabilities (EOY)
- $47,066
- Total reported net assets (EOY)
- $1,148,642,418
Contributions & income
- Employer contributions
- $35,254,524
- Participant contributions
- $66,976,285
- Total income / additions
- $287,804,289
Expenses & distributions
- Benefits paid / distributions
- $84,615,900
- Total expenses
- $86,791,882
- Net increase / (decrease)
- $201,012,407
Coverage
- Total reported participants
- 38,342
- Plans with financial statements
- 12
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sumner, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Recreational Equipment, Inc. Retirement And Profit Sharing Plan | Recreational Equipment, Inc. | $1,020,184,239 | 2023 |
| Rainier Trust 401(K) Retirement Plan | Investco L.L.C | $43,011,922 | 2023 |
| Gwp 401(K) Profit Sharing Retirement Plan | Gwp Holdings LLC | $33,447,345 | 2023 |
| Bellmont Cabinet Co. 401k Ps Plan & Trust | Pacific Crest Industries, Inc., Dba Bellmont Cabinet Co. | $13,021,670 | 2023 |
| Aa Asphalting, LLC 401(K) Profit Sharing Plan | Aa Asphalting, LLC | $10,707,087 | 2023 |
| Omada International, LLC 401(K) Savings Plan | Omada International, LLC | $8,570,692 | 2023 |
| Toy Investments, Inc. Retirement Savings Plan | Toy Investments, Inc. Dba Toysmith | $7,650,894 | 2023 |
| Sunset Chevrolet 401(K) Retirement Plan | Sunset Chevrolet, Inc. | $7,227,970 | 2023 |
| Investco Insurance Trust Healthcare Benefits Plan | Investco Insurance Trust | $1,766,151 | 2023 |
| Cold Locker Storage LLC 401(K) Profit Sharing Plan & Trust | Cold Locker Storage LLC | $1,265,997 | 2023 |
| Don Morin, Inc. 401(K) Profit Sharing Plan And Trust | Don Morin, Inc. | $1,180,691 | 2023 |
| Ctc Triangle (Usa), LLC 401(K) Plan | Ctc Triangle (Usa) LLC | $654,826 | 2023 |
| Recreational Equipment, Inc. Group Life And Medical Plan | Recreational Equipment, Inc. | not reported in the loaded dataset | 2023 |
| Gwp Holdings, LLC Health And Welfare Benefits | Gwp Holdings, LLC | not reported in the loaded dataset | 2023 |
| Sunset Chevrolet, Inc. Welfare Benefit Plan | Sunset Chevrolet, Inc. | not reported in the loaded dataset | 2023 |
| Pacific Crest Industries Health & Welfare Plan | Pacific Crest Industries | not reported in the loaded dataset | 2023 |
| Aa Asphalting, LLC Health Benefits Plan | Aa Asphalting, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Sumner → · Sumner plans by participants → · Sumner plans with financial data → · Sumner plans with provider compensation → · $1B+ plans in Sumner →
Related Form 5500 pages
- All WA Form 5500 filings
- Recreational Equipment, Inc. Retirement And Profit Sharing Plan (plan 001)
- Recreational Equipment, Inc. — all reported plans
- Rainier Trust 401(K) Retirement Plan (plan 001)
- Investco L.L.C — all reported plans
- Gwp 401(K) Profit Sharing Retirement Plan (plan 003)
- Gwp Holdings LLC — all reported plans
- Bellmont Cabinet Co. 401k Ps Plan & Trust (plan 001)
- Pacific Crest Industries, Inc., Dba Bellmont Cabinet Co. — all reported plans
- Aa Asphalting, LLC 401(K) Profit Sharing Plan (plan 001)
- Aa Asphalting, LLC — all reported plans
- Omada International, LLC 401(K) Savings Plan (plan 001)
- Omada International, LLC — all reported plans
- Toy Investments, Inc. Retirement Savings Plan (plan 001)
- Toy Investments, Inc. Dba Toysmith — all reported plans
- Sunset Chevrolet 401(K) Retirement Plan (plan 001)
- Sunset Chevrolet, Inc. — all reported plans
- Investco Insurance Trust Healthcare Benefits Plan (plan 550)
- Investco Insurance Trust — all reported plans
- Cold Locker Storage LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Cold Locker Storage LLC — all reported plans
- Don Morin, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Don Morin, Inc. — all reported plans
- Ctc Triangle (Usa), LLC 401(K) Plan (plan 001)
- Ctc Triangle (Usa) LLC — all reported plans
- Recreational Equipment, Inc. Group Life And Medical Plan (plan 501)
- Gwp Holdings, LLC Health And Welfare Benefits (plan 501)
- Sunset Chevrolet, Inc. Welfare Benefit Plan (plan 501)
- Methodology
- Data sources