Plan5500

Toppenish, 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, Toppenish, WA has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $28,106,879 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
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.1MSummed across loaded plans$28,105,689
Total reported assets$28.1M$28,106,879
Total reported participants4.3K4,275
Total reported liabilities$1.2K$1,190

Reported net position

Reported assets = net assets + liabilities (summed)$28.1M total assets
Net assets$28.1MLiabilities$1.2K
Contributions & income
Employer contributions$780.6K
Participant contributions$1.1M
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$2.7M
Total expenses$2.7M
Net increase / (decrease)$2.7M

Data coverage

Plans with financial statements2 / 6 (33%)
Plans with provider compensation1 / 6 (17%)

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

Toppenish market comparison

Largest plan share of assets78%Heritage University Retirement Plan
Participants per plan713Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Toppenish

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

  1. 1
    Heritage University Retirement Plan$22M
    Heritage University · 2023
  2. 2
    Yakama Nation Legends Casino 401(K) Plan$6.1M
    Yakama Nation Legends Casino · 2023
  3. 3
    Yakama Nation Enterprise Health Plannot reported in the loaded dataset
    Confederated Tribes And Bands Of The Yakama Nation · 2023
  4. 4
    Yakima Valley Farm Workers Clinic Employee Healthcare Plannot reported in the loaded dataset
    Yakima Valley Farm Workers Clinic · 2023
  5. 5
    Heritage University Welfare Benefit Plannot reported in the loaded dataset
    Heritage University · 2023
  6. 6
    Yakama Nation Legends Casinonot reported in the loaded dataset
    Yakama Nation Legends Casino · 2023

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

Related Form 5500 pages