Washington Federal Bank 401(K) Plan — Form 5500 plan (Washington Federal Bank)
Plain-English plan 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, Washington Federal Bank 401(K) Plan is a benefit plan reported by Washington Federal Bank under EIN 91-0135860 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,622 participants and $190,279,623 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$190.3MPlan net assets, end of year$190,279,623
Participants2.6KCovered participants reported2,622
Assets / participant$72.6KComputed: assets ÷ participants$72,570 (computed)
Provider compensation$313.9K5 Schedule C provider row(s)$313,867
- Plan sponsor
- Washington Federal Bank
- EIN
- 91-0135860
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,622 | H, C | 20240927155823NAL0004196016001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$190.3M total assets
Net assets$190.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $190,279,623
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $190,279,623
- Net assets (BOY)
- $160,115,689
Income & contributions
- Employer contributions
- $7,584,838
- Participant contributions
- $11,465,304
- Total contributions
- $20,618,351
- Total income / additions
- $46,703,352
Expenses & distributions
- Benefits paid
- $16,200,740
- Administrative expenses
- $313,774
- Total expenses
- $16,539,418
- Net increase / (decrease)
- $30,163,934
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $156,022 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $58,529 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | INVESTMENT ADVISOR | $55,066 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | ACCOUNTANT/AUDITOR | $37,000 | not reported in the loaded dataset | 2023 |
| Harlowe & Falk Llp | ATTORNEY/LEGAL | $7,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Washington Federal Bank
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Harlowe & Falk Llp — Schedule C compensation