Plan5500

White Swan, 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, White Swan, WA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $6,147,237 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in White Swan

  • 3 loaded plans hold $6.1M in reported assets across 2 sponsors.
  • The largest, Yakama Forest Products 401(K) Profit Sharing Plan, holds 100% of reported White Swan plan assets.
  • Plans cover 653 participants — about 218 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.1MSummed across loaded plans$6,138,337
Total reported assets$6.1M$6,147,237
Total reported participants653
Total reported liabilities$8.9K$8,900

Reported net position

Reported assets = net assets + liabilities (summed)$6.1M total assets
Net assets$6.1MLiabilities$8.9K
Contributions & income
Employer contributions$398.3K
Participant contributions$473.5K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$558.1K
Total expenses$610K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

White Swan market comparison

Largest plan share of assets100%Yakama Forest Products 401(K) Profit Sharing Plan
Participants per plan218Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in White Swan

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

  1. 1
    Yakama Forest Products 401(K) Profit Sharing Plan$6.1M
    Yakama Forest Products Confederated Tribes · 2023
  2. 2
    King Mountain Tobacco Welfare Benefits Plannot reported in the loaded dataset
    King Mountain Tobacco Co. Inc · 2023
  3. 3
    Yakama Forest Products Welfare Benefits Plannot reported in the loaded dataset
    Yakama Forest Products · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages