Retirement plan

COMMUNITY HEALTH OF CENTRAL WASHINGTON 401(K) PROFIT SHARING PLAN

Name: COMMUNITY HEALTH OF CENTRAL WASHINGTON - COMMUNITY HEALTH OF CENTRAL WASHINGTON 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: COMMUNITY HEALTH OF CENTRAL WASHINGTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY HEALTH OF CENTRAL WASHINGTON 401(K) PROFIT SHARING PLAN, COMMUNITY HEALTH OF CENTRAL WASHINGTON

COMMUNITY HEALTH OF CENTRAL WASHINGTONEIN 57-1140982Plan #003PY 2025

501 S. 5TH AVENUE - YAKIMA, WA 98902509-494-6700chcw.orgLinkedIn201-500 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$29.5M

+4.5% from 2024

Total participants

538

-9.6% from 2024

Average account balance

$63,949

+19.3% from 2024

Annual return

11.77%

-5.12 pp from 2024

Benchmarks

See 1,145 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort1,145 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$29.48M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$64K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

461

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

77.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.90M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.77%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$292

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
RBC WEALTH MANAGEMENT10+ years Service code 26 1918 8TH AVE STE 3600 · SEATTLE, WA 981011214	Advisory (Participants)	$71,651
NWPS4 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106	Recordkeeping	$52,653
MATRIX TRUST COMPANY5 years Service code 18 · EIN 75-3182674	Trustee (bank, trust company, or simi...	$10,388

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$135K

$390 / participant

Recordkeeping$53K39.1%
Trustee / custodial$10K7.7%
Investment mgmt$72K53.2%

% of EOY assets

0.457%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ALEGRIA & COMPANY, PS
Auditor EIN: 910856953
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$63,949

$46,464+37.6%

$150,298-57.5%

$79,634-19.7%

Participation rate

77.7%

57.0%+20.7pp

77.8%-0.1pp

62.5%+15.2pp

Annual return

11.77%

27.89%-16.1pp

62.79%-51.0pp

36.46%-24.7pp

Employer contribution / active EE

$2,128

$1,512+40.8%

$4,154-48.8%

$2,529-15.9%

Participant deferral / active EE

$3,393

$2,157+57.3%

$5,453-37.8%

$3,835-11.5%

Admin fee / account holder

$292

$891-67.2%

$14,116-97.9%

$1,002-70.8%

Provider

Service type

Compensation

RBC WEALTH MANAGEMENT10+ years

Service code 26

1918 8TH AVE STE 3600 · SEATTLE, WA 981011214

Advisory (Participants)

$71,651

NWPS4 years

Service code 15 · EIN 91-2090931

4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106

Recordkeeping

$52,653

MATRIX TRUST COMPANY5 years

Service code 18 · EIN 75-3182674

Trustee (bank, trust company, or simi...

$10,388

COMMUNITY HEALTH OF CENTRAL WASHINGTON 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY HEALTH OF CENTRAL WASHINGTON 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion