Department of Labor filing

PACIFIC NORTHWEST BALLET

PACIFIC NORTHWEST BALLET ASSOC EMPLOYEE BENEFIT PLAN (ARTISTS) · For the plan year ended Jun 30, 2025

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Public filing 2024 · received Jan 30, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

57filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,890

Reported employer contributions per active participant.

Higher than about 42% of comparable plans

#People in the filing

341

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$10 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 91% of comparable plans

↗Investment performance

Not available

Plan assets changed 13.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202457out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions42nd percentileTypical peer $2,209 · based on 146 comparable plans

Lower reported administrative expense91st percentileTypical peer $121 · based on 145 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, PACIFIC NORTHWEST BALLET reported $644,428 in employer contributions across the plan and 341 active participants. That works out to $1,890 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy88%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 34.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 34975.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context57/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $644,428
Participant contributions: $864,916
Other contributions: $0
Employer share of reported contributions: 42.7%
Beginning assets: $24,506,366
Ending assets: $27,709,122
Ending net assets: $27,709,122
Ending liabilities: $0
Total income: $4,866,889
Total expenses: $1,664,133
Administrative expenses: $4,036
Participant loans: $0

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,871

2023

$1,642

2024

$1,890

Plan-paid administrative expenses per participant

2022

-$0

2023

2024

$10

Active participants

2022

199

2023

370

2024

341

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,890	341	27.7M	20260130180824NAL0004618531001
2023	$1,642	370	24.5M	20250121140744NAL0002124963001
2022	$2,871	199	21.2M	20240201113326NAL0014267027001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 910897129-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1985
Industry: Arts, entertainment, and recreation
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2F2G2J2K2T3D2E

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

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Filing ACK_ID20260130180824NAL0004618531001

Data sourceDOL Form 5500 bulk data ↗

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