Plan5500

Annie Wright Schools — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Annie Wright Schools (EIN 91-0567266) is a plan sponsor located in Tacoma, WA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
91-0567266
Location
Tacoma, WA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Annie Wright Schools

  • 2 loaded plans hold $29M in reported assets.
  • The largest, Annie Wright Schools Dc Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 594 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$29MSummed across loaded plans$28,987,946
Total reported assets$29M$28,987,946
Total reported participants594
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$29M total assets
Net assets$29MLiabilities—
Contributions & income
Employer contributions$709K
Participant contributions$752.5K
Total income / additions$4.8M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$3.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Annie Wright Schools Dc Retirement Plan
Participants per plan297Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Annie Wright Schools Dc Retirement Plan$29M
    Plan #001 · 422 participants · 2023
  2. 2
    Annie Wright Schools Health & Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 172 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Annie Wright Schools. Open one for its full reported snapshot.

  1. 2023
    Annie Wright Schools Health & Welfare Benefit Plan172 participants · 2No schedules
    View filing →
  2. 2023
    Annie Wright Schools Dc Retirement Plan422 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Annie Wright Schools report on Form 5500?
Annie Wright Schools (EIN 91-0567266) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Annie Wright Schools?
The Employer Identification Number (EIN) reported for Annie Wright Schools is 91-0567266.
What is the latest Form 5500 filing year for Annie Wright Schools?
The latest loaded Form 5500 filing year for Annie Wright Schools is 2023.

Related Form 5500 pages