Walla Walla, 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, Walla Walla, WA has 18 loaded benefit plan(s) reported by 12 plan sponsor(s), with $688,669,268 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 18
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $688,669,268
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $688,669,268
Contributions & income
- Employer contributions
- $16,387,344
- Participant contributions
- $24,317,204
- Total income / additions
- $137,981,544
Expenses & distributions
- Benefits paid / distributions
- $53,928,391
- Total expenses
- $54,462,365
- Net increase / (decrease)
- $83,519,179
Coverage
- Total reported participants
- 9,542
- Plans with financial statements
- 10
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Walla Walla, 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 |
|---|---|---|---|
| Banner Corporation 401(K)/Profit Sharing Plan | Banner Corporation | $229,250,805 | 2023 |
| Whitman College Retirement Plan | Board Of Trustees Of Whitman College | $209,480,900 | 2023 |
| Nelson Irrigation Corporation 401(K) And Profit Sharing Plan | Nelson Irrigation Corporation | $104,903,717 | 2023 |
| Baker Boyer Bancorp 401(K) Profit Sharing Plan & Trust | Baker Boyer Bancorp | $70,737,072 | 2023 |
| Privia Medical Group Washington, Pllc 401k Plan | Privia Medical Group Washington, Pllc | $47,813,537 | 2023 |
| Northwest Grain Growers, Inc. 401(K) Profit Sharing Plan And Trust | Northwest Grain Growers, Inc. | $14,184,859 | 2023 |
| Coffey Communications, Inc. Profit Sharing 401(K) Plan | Coffey Communications Inc. | $9,729,421 | 2023 |
| Valley Residential Services 401(K) Plan | Valley Residential Services | $1,897,256 | 2023 |
| Three D Farms Profit Sharing Plan | Three D Farms | $671,701 | 2023 |
| Your Next Step Consulting Inc. Retirement Plan | Your Next Step Consulting Inc. | $0 | 2023 |
| Employee Travel Accident Policy Of Whitman College | Whitman College | not reported in the loaded dataset | 2023 |
| Nelson Irrigation Corp Group Medical Plan | Nelson Irrigation Corporation | not reported in the loaded dataset | 2023 |
| Banner Corporation Employee Benefit Plan | Banner Corporation | not reported in the loaded dataset | 2023 |
| Walla Walla Clinic Health & Dental Plan | Wwc Physicians Pc | not reported in the loaded dataset | 2023 |
| Walla Walla Clinic Long Term Disability Plan | Wwc Physicians Pc | not reported in the loaded dataset | 2023 |
| Nelson Irrigation Corporation Group Life Program | Nelson Irrigation Corporation | not reported in the loaded dataset | 2023 |
| Group Plan For All Eligible Employees Of Whitman College | Whitman College | not reported in the loaded dataset | 2023 |
| Baker Boyer National Bank Health And Welfare Plan | Baker Boyer National Bank | not reported in the loaded dataset | 2023 |
Largest plans in Walla Walla → · Walla Walla plans by participants → · Walla Walla plans with financial data → · Walla Walla plans with provider compensation → · $1B+ plans in Walla Walla →
Related Form 5500 pages
- All WA Form 5500 filings
- Banner Corporation 401(K)/Profit Sharing Plan (plan 001)
- Banner Corporation — all reported plans
- Whitman College Retirement Plan (plan 001)
- Board Of Trustees Of Whitman College — all reported plans
- Nelson Irrigation Corporation 401(K) And Profit Sharing Plan (plan 001)
- Nelson Irrigation Corporation — all reported plans
- Baker Boyer Bancorp 401(K) Profit Sharing Plan & Trust (plan 002)
- Baker Boyer Bancorp — all reported plans
- Privia Medical Group Washington, Pllc 401k Plan (plan 002)
- Privia Medical Group Washington, Pllc — all reported plans
- Northwest Grain Growers, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Northwest Grain Growers, Inc. — all reported plans
- Coffey Communications, Inc. Profit Sharing 401(K) Plan (plan 001)
- Coffey Communications Inc. — all reported plans
- Valley Residential Services 401(K) Plan (plan 001)
- Valley Residential Services — all reported plans
- Three D Farms Profit Sharing Plan (plan 001)
- Three D Farms — all reported plans
- Your Next Step Consulting Inc. Retirement Plan (plan 001)
- Your Next Step Consulting Inc. — all reported plans
- Employee Travel Accident Policy Of Whitman College (plan 504)
- Nelson Irrigation Corp Group Medical Plan (plan 501)
- Banner Corporation Employee Benefit Plan (plan 501)
- Walla Walla Clinic Health & Dental Plan (plan 506)
- Wwc Physicians Pc — all reported plans
- Walla Walla Clinic Long Term Disability Plan (plan 507)
- Methodology
- Data sources