Retirement plan

TULALIP TRIBES OF WASHINGTON TBC DIVISION EMPLOYEES' RETIREMENT PLAN

Name: TULALIP TRIBES OF WASHINGTON - TULALIP TRIBES OF WASHINGTON TBC DIVISION EMPLOYEES' RETIREMENT PLAN (2022) Form 5500
Creator: TULALIP TRIBES OF WASHINGTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TULALIP TRIBES OF WASHINGTON TBC DIVISION EMPLOYEES' RETIREMENT PLAN, TULALIP TRIBES OF WASHINGTON

TULALIP TRIBES OF WASHINGTONEIN 91-0557816Plan #003PY 2022

6406 MARINE DRIVE - TULALIP, WA 98271360-716-4500

Other plans on this EIN

1 filing

#002Retirement-$165.5M assets

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$200K

+195.4% from 2021

Total participants

-8.3% from 2021

Average account balance

$6,052

+222.2% from 2021

Annual return

123.23%

+123.23 pp from 2021

Benchmarks

See 2,260 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,260 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$475K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$96K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+50.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$729

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$589

$20 / participant

Other / not subdivided$589100.0%

% of EOY assets

0.295%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$6,052

$53,162-88.6%

$91,227-93.4%

$68,490-91.2%

Participation rate

100.0%

63.2%+36.8pp

73.2%+26.8pp

67.9%+32.1pp

Annual return

123.23%

-3.14%+126.4pp

114.14%+9.1pp

-7.85%+131.1pp

Employer contribution / active EE

$903

$1,709-47.2%

$2,851-68.3%

$2,597-65.2%

Participant deferral / active EE

$731

$2,974-75.4%

$4,234-82.7%

$4,028-81.8%

Admin fee / account holder

$18

$4,493-99.6%

$5,423-99.7%

$5,403-99.7%

TULALIP TRIBES OF WASHINGTON TBC DIVISION EMPLOYEES' RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TULALIP TRIBES OF WASHINGTON TBC DIVISION EMPLOYEES' RETIREMENT 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