401(k) · DOL Form 5500 · 2023

Upper Skagit Indian Tribe 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
262
Participants Below avg headcount
63rd
Percentile by assets National rank
$45,947
Avg per participant Low balance/head
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Official DOL plan name: Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan · Sponsored by Upper Skagit Indian Tribe · Washington · Food Services & Accommodation

$12M in assets, 262 participants

Upper Skagit Indian Tribe's Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan reported $12M in total assets and 262 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,366 in Food Services & Accommodation (3,828 peers)

Coverage in Washington

Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan covers 262 participants in Washington, about 18% of the average Washington filer (state average ~1,476 per filing). Assets: $12M.

#3,366
in Food Services & Accommodation (3,828 peers)
+14.7%
assets growth YoY

Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,038,119 Top 37% higher than 63% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan reported participants rose from 255 in the plan year 2022 filing to 262 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 911703103 · Upper Skagit Indian Tribe PY 2023 · 401(k)

Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan · $12M · 262 · 63rd

  • PHOTO $12M
  • IND 262
  • EOY 63rd
  • 5500 401(k)
  • ASSETS near Hotel Employees Retirement Savings Plan
  • PCT ind #3366

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Food Services & Accommodation retirement plans → · Plans in Washington →

Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan in the asset neighbourhood

Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing PlanUpper Skagit Indian Tribe Db…$12MHotel Employees Retirement Savings PlanHotel Employees Retirement S…$12MSci Union 401(k) Retirement Savings PlanSci Union 401(k) Retirement …$12MOcean Reef Community Association, Inc. 401(k) PlanOcean Reef Community Associa…$12MFoodpro Corporation 401(k) PlanFoodpro Corporation 401(k) P…$12M
End-of-year total assets ($M) among Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN911703103
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upper Skagit Indian Tribe)

Sponsor-wide plan assets over time

All Upper Skagit Indian Tribe plans reported in each filing year

Latest sponsor-wide plan assets
$14M 35.852600628702795% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.5M $14.3M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 255 $10M
2023 1 262 $12M
2024 1 276 $14M

Nearby 401(k) Plans in Washington

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan, Total assets ($B): 0.012038119 · Participants: 262Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan side-by-side with 3 peers →

Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Hotel Employees Retirement Savings Plan in MN ($12M); by covered participants it is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (262 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan assets move in 2023? ▼
Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan grew at a solid clip - up 14.7% during 2023, from $10M to $12M. Reported net income was $2M.
How have Upper Skagit Indian Tribe plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upper Skagit Indian Tribe's sponsor-wide assets grew 35.9%, from $10M to $14M.
Which 401(k) plans are similar in size to Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hotel Employees Retirement Savings Plan in MN ($12M, 540 participants).
Which 401(k) plans cover a similar participant headcount to Upper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911703103.

Read our methodology - how this data is sourced, computed, and verified.

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