Plan5500

Centralia, 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, Centralia, WA has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $129,448,827 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 Centralia

  • 7 loaded plans hold $129.4M in reported assets across 4 sponsors.
  • The largest, Transalta Retirement Savings Plan, holds 61% of reported Centralia plan assets.
  • Plans cover 1,321 participants — about 189 per plan.
  • 71% of loaded plans report full Schedule H/I financial statements.
  • 57% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$129.4MSummed across loaded plans$129,448,193
Total reported assets$129.4M$129,448,827
Total reported participants1.3K1,321
Total reported liabilities$634

Reported net position

Reported assets = net assets + liabilities (summed)$129.4M total assets
Net assets$129.4MLiabilities$634
Contributions & income
Employer contributions$5.4M
Participant contributions$2.8M
Total income / additions$31.1M
Expenses & distributions
Benefits paid / distributions$11.3M
Total expenses$11.6M
Net increase / (decrease)$19.5M

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation4 / 7 (57%)

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

Centralia market comparison

Largest plan share of assets61%Transalta Retirement Savings Plan
Participants per plan189Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Centralia

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

  1. 1
    Transalta Retirement Savings Plan$79.2M
    Transalta Usa, Inc. · 2023
  2. 2
    Transalta Retirement Pension Plan$17.8M
    Transalta Usa, Inc. · 2023
  3. 3
    Security State Corporation Employee Stock Ownership Plan$13.9M
    Security State Corporation · 2023
  4. 4
    Security State Bank Retirement And 401(K) Savings Plan And Trust$12M
    Security State Bank; Security State Mortgage Company · 2023
  5. 5
    Cascade Community Healthcare 401(K) Plan$6.4M
    Cascade Community Healthcare · 2023
  6. 6
    Cascade Community Healthcare Health & Welfare Benefit Plannot reported in the loaded dataset
    Cascade Community Healthcare · 2023
  7. 7
    Transalta Usa, Inc. Welfare Plannot reported in the loaded dataset
    Transalta Usa Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages