Longview, 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, Longview, WA has 41 loaded benefit plan(s) reported by 23 plan sponsor(s), with $421,972,202 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 41
- Plan sponsors
- 23
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $421,972,202
- Total reported liabilities (EOY)
- $313,714
- Total reported net assets (EOY)
- $426,770,508
Contributions & income
- Employer contributions
- $26,012,954
- Participant contributions
- $28,486,406
- Total income / additions
- $128,826,051
Expenses & distributions
- Benefits paid / distributions
- $42,336,507
- Total expenses
- $43,516,887
- Net increase / (decrease)
- $85,309,164
Coverage
- Total reported participants
- 12,098
- Plans with financial statements
- 22
- Plans with provider compensation
- 18
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Longview, 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 |
|---|---|---|---|
| Nippon Dynawave Packaging Co. 401(K) Plan | Nippon Dynawave Packaging Co. | $78,422,998 | 2023 |
| Jh Kelly Holdings LLC Non-Union 401(K) And Profit Sharing Plan | Jh Kelly Holdings LLC | $68,858,759 | 2023 |
| Norpac Resources,LLC 401(K) Profit Sharing Plan | Norpac Resources, LLC | $51,220,235 | 2023 |
| Fibre Federal Credit Union Savings Retirement Plan | Fibre Federal Credit Union | $44,042,417 | 2023 |
| Jh Kelly Holdings LLC Union 401(K) Plan | Jh Kelly Holdings LLC | $33,723,266 | 2023 |
| Wilson Oil, Inc. 401(K) Profit Sharing Plan And Trust | Wilson Oil, Inc. | $27,352,772 | 2023 |
| Pacific Northern Environmental 401(K) Profit Sharing Plan | Pacific Northern Environmental, LLC | $14,897,141 | 2023 |
| Pacific Fibre Products, Inc. 401(K) Profit Sharing Plan | Pacific Fibre Products, Inc. | $14,855,620 | 2023 |
| Bud Clary Automotive Group 401(K) Plan | Bud Clary Chevrolet, Inc. | $13,618,829 | 2023 |
| Cowlitz Indian Tribe 401k Plan | Cowlitz Indian Tribe | $13,130,019 | 2023 |
| Nippon Dynawave Packaging Company Pension Plan For Hourly Employees | Nippon Dynawave Packaging Company | $12,920,573 | 2023 |
| Brusco Tug And Barge, Inc. Employees Retirement Plan | Brusco Tug And Barge, Inc. | $8,806,366 | 2023 |
| Trs Group, Inc. Employee Stock Ownership Plan And Trust | Trs Group, Inc | $8,541,326 | 2023 |
| Community Home Health & Hospice Tax Sheltered Annuity Plan | Community Home Health & Hospice | $7,850,195 | 2023 |
| Cowlitz Family Health Center 403(B) Plan | Cowlitz Family Health Center | $6,410,830 | 2023 |
| Mallory Safety And Supply Employees Retirement Plan | Mallory Safety And Supply LLC | $6,376,262 | 2023 |
| Columbia Wellness Retirement Plan | Columbia Wellness | $4,733,856 | 2023 |
| Napsteel/Cascadia Metals 401(K) Plan | Napsteel, Inc. | $3,152,254 | 2023 |
| Lower Columbia Community Action Council 401(K) Plan | Lower Columbia Community Action Council | $2,215,304 | 2023 |
| Paulsen-Catt, Inc. 401(K) Plan | Paulsen-Catt, Inc. | $568,135 | 2023 |
| Jg Asset Management Inc. Retirement Plan | Jg Asset Management Inc. | $170,412 | 2023 |
| Nippon Dynawave Packaging Co. Health & Welfare Benefit Plan | Nippon Dynawave Packaging Co. | $104,633 | 2023 |
| Core Health Life | Core Health | not reported in the loaded dataset | 2023 |
| Cowlitz Family Health Center Health & Welfare Plan | Cowlitz Family Health Center | not reported in the loaded dataset | 2023 |
| Core Health Medical Plan | Core Health | not reported in the loaded dataset | 2023 |
Largest plans in Longview → · Longview plans by participants → · Longview plans with financial data → · Longview plans with provider compensation → · $1B+ plans in Longview →
Related Form 5500 pages
- All WA Form 5500 filings
- Nippon Dynawave Packaging Co. 401(K) Plan (plan 001)
- Nippon Dynawave Packaging Co. — all reported plans
- Jh Kelly Holdings LLC Non-Union 401(K) And Profit Sharing Plan (plan 003)
- Jh Kelly Holdings LLC — all reported plans
- Norpac Resources,LLC 401(K) Profit Sharing Plan (plan 001)
- Norpac Resources, LLC — all reported plans
- Fibre Federal Credit Union Savings Retirement Plan (plan 001)
- Fibre Federal Credit Union — all reported plans
- Jh Kelly Holdings LLC Union 401(K) Plan (plan 002)
- Wilson Oil, Inc. 401(K) Profit Sharing Plan And Trust (plan 002)
- Wilson Oil, Inc. — all reported plans
- Pacific Northern Environmental 401(K) Profit Sharing Plan (plan 001)
- Pacific Northern Environmental, LLC — all reported plans
- Pacific Fibre Products, Inc. 401(K) Profit Sharing Plan (plan 001)
- Pacific Fibre Products, Inc. — all reported plans
- Bud Clary Automotive Group 401(K) Plan (plan 001)
- Bud Clary Chevrolet, Inc. — all reported plans
- Cowlitz Indian Tribe 401k Plan (plan 001)
- Cowlitz Indian Tribe — all reported plans
- Nippon Dynawave Packaging Company Pension Plan For Hourly Employees (plan 003)
- Brusco Tug And Barge, Inc. Employees Retirement Plan (plan 001)
- Brusco Tug And Barge, Inc. — all reported plans
- Trs Group, Inc. Employee Stock Ownership Plan And Trust (plan 001)
- Trs Group, Inc — all reported plans
- Community Home Health & Hospice Tax Sheltered Annuity Plan (plan 001)
- Community Home Health & Hospice — all reported plans
- Cowlitz Family Health Center 403(B) Plan (plan 001)
- Cowlitz Family Health Center — all reported plans
- Methodology
- Data sources