401(k) · DOL Form 5500 · 2024

Cashmere Valley Bank 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
282
Participants Below avg headcount
78th
Percentile by assets National rank
$108,541
Avg per participant Below avg balance/head
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Official DOL plan name: Cashmere Valley Bank 401(k) Profit Sharing Plan · Sponsored by Cashmere Valley Bank · Washington · Finance & Insurance

$31M in assets, 282 participants

Cashmere Valley Bank's Cashmere Valley Bank 401(k) Profit Sharing Plan reported $31M in total assets and 282 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,573 in Finance & Insurance (8,549 peers)

Coverage in Washington

Cashmere Valley Bank 401(k) Profit Sharing Plan covers 282 participants in Washington, about 19% of the average Washington filer (state average ~1,476 per filing). Assets: $31M.

#5,573
in Finance & Insurance (8,549 peers)
+7.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cashmere Valley Bank 401(k) Profit Sharing Plan's outsized position by total assets

Cashmere Valley Bank 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$30,608,565 Top 22% higher than 78% of 123,620 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 2024

Cashmere Valley Bank 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cashmere Valley Bank 401(k) Profit Sharing Plan sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cashmere Valley Bank 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Cashmere Valley Bank 401(k) Profit Sharing Plan end-of-year assets rose from $28M in the plan year 2023 filing to $31M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 910168460 · Cashmere Valley Bank PY 2024 · 401(k)

Cashmere Valley Bank 401(k) Profit Sharing Plan · $31M · 282 · 78th

  • EOY $31M
  • EOY 282
  • EOY 78th
  • EOY 401(k)
  • EOY near Marquette Savings Bank 401(k) Profit Sharing Plan
  • EOY ind #5573

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 Finance & Insurance retirement plans → · Plans in Washington →

Cashmere Valley Bank 401(k) Profit Sharing Plan in the asset neighbourhood

Cashmere Valley Bank 401(k) Profit Sharing PlanCashmere Valley Bank 401(k) …$31MMarquette Savings Bank 401(k) Profit Sharing PlanMarquette Savings Bank 401(k…$31MHoffman Car Wash, Inc. Retirement PlanHoffman Car Wash, Inc. Retir…$31MMilwaukee Nephrologists, S.C. Profit Sharing and 401(k) PlanMilwaukee Nephrologists, S.C…$31MDaiwa Corporate Advisory 401(k) LLC PlanDaiwa Corporate Advisory 401…$31M
End-of-year total assets ($M) among Cashmere Valley Bank 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN910168460
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cashmere Valley Bank)

Sponsor-wide plan assets over time

All Cashmere Valley Bank plans reported in each filing year

Latest sponsor-wide plan assets
$31M 28.698521541635863% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.8M $30.6M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 280 $24M
2023 1 284 $28M
2024 1 282 $31M

Nearby 401(k) Plans in Washington

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

Cashmere Valley Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Cashmere Valley Bank 401(k) Profit Sharing Plan, Total assets ($B): 0.030608565 · Participants: 282Cashmere Valley Bank 401(k) Profit Sharing PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Cashmere Valley Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Cashmere Valley Bank 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cashmere Valley Bank 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 Marquette Savings Bank 401(k) Profit Sharing Plan in PA ($31M); by covered participants it is Alliance Shippers, Inc. 401(k) Savings Plan in NJ (282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (282 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cashmere Valley Bank 401(k) Profit Sharing Plan assets move in 2024? ▼
Cashmere Valley Bank 401(k) Profit Sharing Plan grew at a solid clip - up 7.6% during 2024, from $28M to $31M. Reported net income was $2M.
How have Cashmere Valley Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cashmere Valley Bank's sponsor-wide assets grew 28.7%, from $24M to $31M.
Where does Cashmere Valley Bank 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cashmere Valley Bank 401(k) Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cashmere Valley Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marquette Savings Bank 401(k) Profit Sharing Plan in PA ($31M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Cashmere Valley Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alliance Shippers, Inc. 401(k) Savings Plan in NJ (282 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 910168460.

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.