Plan5500

Union, 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, Union, WA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $219,220 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 Union

  • 2 loaded plans hold $219.2K in reported assets across 2 sponsors.
  • The largest, Yellow Ribbon Homes, Inc. 401(K) Plan, holds 100% of reported Union plan assets.
  • Plans cover 152 participants — about 76 per plan.
  • 50% 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$219.2KSummed across loaded plans$219,220
Total reported assets$219.2K$219,220
Total reported participants152
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$219.2K total assets
Net assets$219.2KLiabilities—
Contributions & income
Employer contributions$327
Participant contributions$7.4K
Total income / additions-$358
Expenses & distributions
Benefits paid / distributions$0
Total expenses$145
Net increase / (decrease)-$503

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Union market comparison

Largest plan share of assets100%Yellow Ribbon Homes, Inc. 401(K) Plan
Participants per plan76Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Union

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

  1. 1
    Yellow Ribbon Homes, Inc. 401(K) Plan$219.2K
    Yellow Ribbon Homes, Inc. · 2023
  2. 2
    North Forty Lodging LLC Dba Alderbrook Resort & Spa Welfare Plannot reported in the loaded dataset
    North Forty Lodging LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages