Plan5500

Vashon, 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, Vashon, WA has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $25,948,395 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
4
Latest filing year
2023

What stands out in Vashon

  • 7 loaded plans hold $25.9M in reported assets across 4 sponsors.
  • The largest, Pacific Research Laboratories, Inc. 401(K) Retirement Plan, holds 66% of reported Vashon plan assets.
  • Plans cover 628 participants — about 90 per plan.
  • 86% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.9MSummed across loaded plans$21,943,841
Total reported assets$25.9M$25,948,395
Total reported participants628
Total reported liabilities$4M$4,004,554

Reported net position

Reported assets = net assets + liabilities (summed)$25.9M total assets
Net assets$21.9MLiabilities$4M
Contributions & income
Employer contributions$853.1K
Participant contributions$520.1K
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$725.3K
Total expenses$971.7K
Net increase / (decrease)$4.4M

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation1 / 7 (14%)

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

Vashon market comparison

Largest plan share of assets66%Pacific Research Laboratories, Inc. 401(K) Retirement Plan
Participants per plan90Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Vashon

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

  1. 1
    Pacific Research Laboratories, Inc. 401(K) Retirement Plan$17.1M
    Pacific Research Laboratories, Inc · 2023
  2. 2
    Pacific Research Laboratories, Inc. Employee Stock Ownership Plan And Trust$7.2M
    Pacific Research Laboratories, Inc. · 2023
  3. 3
    Standard Goods, Inc. 401(K) Plan$644.6K
    Standard Goods, Inc. · 2023
  4. 4
    Aladin Investment Group, Inc. 401(K) Plan$538.2K
    Aladin Investment Group, Inc. · 2023
  5. 5
    The Harbor School 403(B) Dc Plan - #358479$328.2K
    The Harbor School · 2023
  6. 6
    The Harbor School 403(B) Tda Plan - #358480$137.9K
    Harbor School · 2023
  7. 7
    Pacific Research Laboratories Employee Benefit Plannot reported in the loaded dataset
    Pacific Research Laboratories · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Vashon, WA?
7 plan(s) reported by 4 sponsor(s) are loaded for Vashon, WA.

Related Form 5500 pages