401(k)
2022 plan-year 401(k) DOL Form 5500

Chelan Fresh Marketing/Bhpo LP 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Brewster Heights Packing & Orchards, LP · Washington · Manufacturing

What the 2023 filing shows

Chelan Fresh Marketing/Bhpo LP 401(k) Plan holds $22M for 1,166 participants — about $18,952 per participant, down 14.7% over the 2022 plan year.

$22M
total plan assets (2022 EOY)
1,166
covered participants
$18,952
avg assets per participant
-14.7%
assets change YoY

The plan reported a net loss of $4M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$22M
Participants
1,166
State
Industry
Manufacturing

What the Filing Says About Chelan Fresh Marketing/Bhpo LP 401(k) Plan

Chelan Fresh Marketing/Bhpo LP 401(k) Plan is a 401(k) retirement plan sponsored by Brewster Heights Packing & Orchards, LP, headquartered in Washington. As of the 2022 Form 5500 filing, the plan reports $22M in total end-of-year assets and covers 1,166 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 760707748, and the plan has been effective since 2004-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $26M at the beginning of 2022 to $22M at year-end — a decline of 14.7%. Net assets (after liabilities) closed the year at $22M, with reported net income of $-3,821,640 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$26M
Total Assets (End of Year)$22M
Net Assets (End of Year)$22M
Net Income$-3,821,640
Plan Type401(k)
Employer EIN760707748
Plan Effective Date2004-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brewster Heights Packing & Orchards, LP)

Year Plans Participants Total Assets
2022 1 1,166 $22M
2023 1 1,187 $26M
2024 1 1,373 $30M

Nearby 401(k) Plans in Washington

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Frequently Asked Questions

How much money is in the Chelan Fresh Marketing/Bhpo LP 401(k) Plan?
As of the 2022 Form 5500 filing, Chelan Fresh Marketing/Bhpo LP 401(k) Plan holds $22M in total assets with 1,166 participants. It is sponsored by Brewster Heights Packing & Orchards, LP.
What type of plan is Chelan Fresh Marketing/Bhpo LP 401(k) Plan?
Chelan Fresh Marketing/Bhpo LP 401(k) Plan is a 401(k) plan. It has been effective since 2004-11-01. The plan is filed with the U.S. Department of Labor under EIN 760707748.
Who sponsors the Chelan Fresh Marketing/Bhpo LP 401(k) Plan?
Chelan Fresh Marketing/Bhpo LP 401(k) Plan is sponsored by Brewster Heights Packing & Orchards, LP, located in Washington. The sponsor's EIN is 760707748 and the plan operates in the Manufacturing industry.
How did Chelan Fresh Marketing/Bhpo LP 401(k) Plan perform in 2022?
Chelan Fresh Marketing/Bhpo LP 401(k) Plan declined by 14.7% during 2022, moving from $26M to $22M in total assets. Net income was $-3,821,640.
Where can I find official filings for Chelan Fresh Marketing/Bhpo LP 401(k) Plan?
Official Form 5500 filings for Chelan Fresh Marketing/Bhpo LP 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 760707748 or plan name at efast.dol.gov.
How does Chelan Fresh Marketing/Bhpo LP 401(k) Plan compare to other plans?
You can compare Chelan Fresh Marketing/Bhpo LP 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Washington on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 760707748.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.