Wenatchee, 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, Wenatchee, WA has 43 loaded benefit plan(s) reported by 32 plan sponsor(s), with $1,132,092,125 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 43
- Plan sponsors
- 32
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,132,092,125
- Total reported liabilities (EOY)
- $691,475
- Total reported net assets (EOY)
- $1,131,400,650
Contributions & income
- Employer contributions
- $31,415,065
- Participant contributions
- $43,210,768
- Total income / additions
- $253,007,765
Expenses & distributions
- Benefits paid / distributions
- $109,010,030
- Total expenses
- $110,790,415
- Net increase / (decrease)
- $142,217,350
Coverage
- Total reported participants
- 26,128
- Plans with financial statements
- 27
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wenatchee, 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 |
|---|---|---|---|
| Confluence Health 401k Plan And Trust | Confluence Health | $626,962,637 | 2023 |
| Goodfellow Bros., LLC Profit Sharing And 401(K) Plan | Goodfellow Civil Corp. | $155,325,374 | 2023 |
| Central Washington Health Services Association Tax Sheltered Annuity Plan | Central Washington Health Services Association | $128,534,502 | 2023 |
| Stemilt Growers, LLC 401(K) Savings Plan & Trust | Stemilt Growers, LLC | $57,743,179 | 2023 |
| Columbia Valley Community Health Retirement Plan | Columbia Valley Community Health | $29,421,658 | 2023 |
| Mcdougall And Sons, Inc. Retirement Plan | Mcdougall And Sons, Inc. | $26,742,122 | 2023 |
| Custone 401(K) Plan | Oneonta Trading Corporation | $19,434,684 | 2023 |
| Jeffers, Danielson, Sonn & Aylward P.S. 401(K) Profit Sharing Plan | Jeffers, Danielson, Sonn & Aylward, P.S. | $15,387,996 | 2023 |
| Selland Construction, Inc. 401(K) Retirement Plan | Selland Construction, Inc. | $14,190,943 | 2023 |
| Davis, Arneil Law Firm, Llp Profit Sharing Plan & Trust | Davis, Arneil Law Firm, Llp | $7,912,266 | 2023 |
| New Columbia Fruit Packers, LLC 401(K) Retirement Plan | New Columbia Fruit Packers, LLC | $7,522,044 | 2023 |
| Goodfellow Bros. Employee Stock Ownership Plan | Goodfellow Civil Corp. | $6,832,000 | 2023 |
| Skillsource 401(K) Plan | Skillsource | $6,585,237 | 2023 |
| Jmac Corporate Services, LLC Profit Sharing/401(K) Plan | Jmac Corporate Services, LLC | $5,890,828 | 2023 |
| Kyle Mathison Orchards, Inc. 401(K) Savings Plan And Trust | Kyle Mathison Orchards, Inc. | $5,881,231 | 2023 |
| The John'S Retirement Plan Trust | The Johns Real Estate Corporation | $3,483,944 | 2023 |
| Cascade Auto Center 401(K) Plan | Cascade Chevrolet Company Dba Cascade Auto Center | $3,396,277 | 2023 |
| Flynn Packaging Profit Sharing Plan | Flynn Packaging, Inc. | $3,093,638 | 2023 |
| Hooked On Toys, Inc. Profit Sharing Plan | H.O.T.S., Inc. | $2,385,981 | 2023 |
| Foot & Ankle Center Of Wenatchee, Ps 401(K) Profit Sharing Plan | Foot & Ankle Center Of Wenatchee, Ps | $1,607,702 | 2023 |
| Meyer Orchard Management, Inc. Profit Sharing Plan | Meyer Orchard Management, Inc. | $904,876 | 2023 |
| Jd Smith, Inc. 401(K) Plan | Jd Smith, Inc. | $810,415 | 2023 |
| Cimco Enterprises, Inc. Pension Plan And Trust | Cimco Enterprises, Inc. | $532,274 | 2023 |
| Cimco Enterprises, Inc. Profit Sharing Plan | Cimco Enterprises, Inc. | $526,766 | 2023 |
| Meyer Orchard Management, Inc. 401(K) Plan | Meyer Orchard Management, Inc. | $506,668 | 2023 |
Largest plans in Wenatchee → · Wenatchee plans by participants → · Wenatchee plans with financial data → · Wenatchee plans with provider compensation → · $1B+ plans in Wenatchee →
Related Form 5500 pages
- All WA Form 5500 filings
- Confluence Health 401k Plan And Trust (plan 001)
- Confluence Health — all reported plans
- Goodfellow Bros., LLC Profit Sharing And 401(K) Plan (plan 001)
- Goodfellow Civil Corp. — all reported plans
- Central Washington Health Services Association Tax Sheltered Annuity Plan (plan 002)
- Central Washington Health Services Association — all reported plans
- Stemilt Growers, LLC 401(K) Savings Plan & Trust (plan 333)
- Stemilt Growers, LLC — all reported plans
- Columbia Valley Community Health Retirement Plan (plan 002)
- Columbia Valley Community Health — all reported plans
- Mcdougall And Sons, Inc. Retirement Plan (plan 001)
- Mcdougall And Sons, Inc. — all reported plans
- Custone 401(K) Plan (plan 001)
- Oneonta Trading Corporation — all reported plans
- Jeffers, Danielson, Sonn & Aylward P.S. 401(K) Profit Sharing Plan (plan 001)
- Jeffers, Danielson, Sonn & Aylward, P.S. — all reported plans
- Selland Construction, Inc. 401(K) Retirement Plan (plan 002)
- Selland Construction, Inc. — all reported plans
- Davis, Arneil Law Firm, Llp Profit Sharing Plan & Trust (plan 001)
- Davis, Arneil Law Firm, Llp — all reported plans
- New Columbia Fruit Packers, LLC 401(K) Retirement Plan (plan 001)
- New Columbia Fruit Packers, LLC — all reported plans
- Goodfellow Bros. Employee Stock Ownership Plan (plan 002)
- Skillsource 401(K) Plan (plan 001)
- Skillsource — all reported plans
- Jmac Corporate Services, LLC Profit Sharing/401(K) Plan (plan 001)
- Jmac Corporate Services, LLC — all reported plans
- Kyle Mathison Orchards, Inc. 401(K) Savings Plan And Trust (plan 001)
- Kyle Mathison Orchards, Inc. — all reported plans
- Methodology
- Data sources