Tumwater, 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, Tumwater, WA has 10 loaded benefit plan(s) reported by 10 plan sponsor(s), with $73,582,553 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $73,582,553
- Total reported liabilities (EOY)
- $294,224
- Total reported net assets (EOY)
- $73,288,329
Contributions & income
- Employer contributions
- $3,669,848
- Participant contributions
- $3,507,236
- Total income / additions
- $17,395,501
Expenses & distributions
- Benefits paid / distributions
- $7,656,999
- Total expenses
- $7,744,013
- Net increase / (decrease)
- $9,651,488
Coverage
- Total reported participants
- 1,246
- Plans with financial statements
- 9
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Tumwater, 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 |
|---|---|---|---|
| Pepsi Northwest Beverages 401(K) Plan | Pepsi Northwest Beverages | $46,247,882 | 2023 |
| O Bee Credit Union 401(K) Plan | O Bee Credit Union | $12,174,173 | 2023 |
| Kaufman Construction And Development, Inc. 401(K) Plan | Kaufman Construction & Development, Inc. | $5,609,744 | 2023 |
| Toyota Of Olympia Retirement Plan | Rotter'S Inc. Dba Toyota Of Olympia | $5,193,881 | 2023 |
| Capitol City Press, Inc. Employee Stock Ownership Plan | Capitol City Press | $3,400,320 | 2023 |
| Cu Dealer Direct 401k Plan | Cu Dealer Direct LLC | $902,855 | 2023 |
| Knight Fire Protection, Inc. Self Funded Medical Reimbursement Plan | Knight Fire Protection, Inc. | $38,541 | 2023 |
| Commercial Insulation Service LLC Self Funded Medical Reimbursement Plan | Commercial Insulation Services LLC | $15,157 | 2023 |
| Sforest, Inc. Health And Welfare Plan | Sforest, Inc. | $0 | 2023 |
| Toyota Of Olympia Group Benefits Plan | Rotters, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Tumwater → · Tumwater plans by participants → · Tumwater plans with financial data → · Tumwater plans with provider compensation → · $1B+ plans in Tumwater →
Related Form 5500 pages
- All WA Form 5500 filings
- Pepsi Northwest Beverages 401(K) Plan (plan 003)
- Pepsi Northwest Beverages — all reported plans
- O Bee Credit Union 401(K) Plan (plan 002)
- O Bee Credit Union — all reported plans
- Kaufman Construction And Development, Inc. 401(K) Plan (plan 001)
- Kaufman Construction & Development, Inc. — all reported plans
- Toyota Of Olympia Retirement Plan (plan 001)
- Rotter'S Inc. Dba Toyota Of Olympia — all reported plans
- Capitol City Press, Inc. Employee Stock Ownership Plan (plan 002)
- Capitol City Press — all reported plans
- Cu Dealer Direct 401k Plan (plan 001)
- Cu Dealer Direct LLC — all reported plans
- Knight Fire Protection, Inc. Self Funded Medical Reimbursement Plan (plan 505)
- Knight Fire Protection, Inc. — all reported plans
- Commercial Insulation Service LLC Self Funded Medical Reimbursement Plan (plan 501)
- Commercial Insulation Services LLC — all reported plans
- Sforest, Inc. Health And Welfare Plan (plan 501)
- Sforest, Inc. — all reported plans
- Toyota Of Olympia Group Benefits Plan (plan 501)
- Rotters, Inc. — all reported plans
- Methodology
- Data sources