Lakewood, 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, Lakewood, WA has 12 loaded benefit plan(s) reported by 12 plan sponsor(s), with $35,572,623 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $35,572,623
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $35,572,623
Contributions & income
- Employer contributions
- $876,025
- Participant contributions
- $1,150,722
- Total income / additions
- $7,043,478
Expenses & distributions
- Benefits paid / distributions
- $3,816,526
- Total expenses
- $3,982,637
- Net increase / (decrease)
- $3,060,841
Coverage
- Total reported participants
- 1,477
- Plans with financial statements
- 10
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lakewood, 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 |
|---|---|---|---|
| Chad C. Parker, D. D. S. , P. S. 401(K) Profit Sharing Plan & Trust | Chad C. Parker, D.D.S., P.S. | $15,127,287 | 2023 |
| Greater Lakes Mental Healthcare 401(K) Retirement Plan | Greater Lakes Mental Healthcare | $11,359,045 | 2023 |
| Tgm Retirement Plan | Tacoma Glass | $4,837,228 | 2023 |
| Marles Corp 401(K) Profit Sharing Plan & Trust | Marles Corporation Dba Amaya Electric | $3,686,629 | 2023 |
| Alfred H. Chan M.D., P.C. Defined Benefit Pension Plan & Trust | Alfred H. Chan M.D., P.C. | $477,330 | 2023 |
| Caltana Investment Properties, Inc. 401k Plan | Caltana Investment Properties, Inc. | $54,439 | 2023 |
| Simons & Simons, LLC Dba Rolf'S Import Auto Service Self Funded Medical Reimbursement Plan | Simons & Simons LLC, Dba Rolf'S Import Auto Service | $30,650 | 2023 |
| Jennek, Inc 401(K) Plan | Jennek, Inc | $15 | 2023 |
| Puget Paving & Construction, Inc. Health & Welfare Program | Puget Paving & Construction, Inc. | $0 | 2023 |
| Olson Adventures, Inc. 401(K) Plan | Olson Adventures, Inc. | $0 | 2023 |
| Harborstone Credit Union Welfare Benefit Plan | Harborstone Credit Union | not reported in the loaded dataset | 2023 |
| Island Management Services Health And Welfare Plan | Island Management Services | not reported in the loaded dataset | 2023 |
Largest plans in Lakewood → · Lakewood plans by participants → · Lakewood plans with financial data → · Lakewood plans with provider compensation → · $1B+ plans in Lakewood →
Related Form 5500 pages
- All WA Form 5500 filings
- Chad C. Parker, D. D. S. , P. S. 401(K) Profit Sharing Plan & Trust (plan 001)
- Chad C. Parker, D.D.S., P.S. — all reported plans
- Greater Lakes Mental Healthcare 401(K) Retirement Plan (plan 002)
- Greater Lakes Mental Healthcare — all reported plans
- Tgm Retirement Plan (plan 001)
- Tacoma Glass — all reported plans
- Marles Corp 401(K) Profit Sharing Plan & Trust (plan 001)
- Marles Corporation Dba Amaya Electric — all reported plans
- Alfred H. Chan M.D., P.C. Defined Benefit Pension Plan & Trust (plan 001)
- Alfred H. Chan M.D., P.C. — all reported plans
- Caltana Investment Properties, Inc. 401k Plan (plan 001)
- Caltana Investment Properties, Inc. — all reported plans
- Simons & Simons, LLC Dba Rolf'S Import Auto Service Self Funded Medical Reimbursement Plan (plan 502)
- Simons & Simons LLC, Dba Rolf'S Import Auto Service — all reported plans
- Jennek, Inc 401(K) Plan (plan 001)
- Jennek, Inc — all reported plans
- Puget Paving & Construction, Inc. Health & Welfare Program (plan 501)
- Puget Paving & Construction, Inc. — all reported plans
- Olson Adventures, Inc. 401(K) Plan (plan 001)
- Olson Adventures, Inc. — all reported plans
- Harborstone Credit Union Welfare Benefit Plan (plan 501)
- Harborstone Credit Union — all reported plans
- Island Management Services Health And Welfare Plan (plan 501)
- Island Management Services — all reported plans
- Methodology
- Data sources