Apache Junction, AZ Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Apache Junction, AZ has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $16,896,550 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $16,896,550
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $16,896,550
Contributions & income
- Employer contributions
- $1,122,401
- Participant contributions
- $1,925,390
- Total income / additions
- $5,671,983
Expenses & distributions
- Benefits paid / distributions
- $3,662,013
- Total expenses
- $3,906,068
- Net increase / (decrease)
- $1,765,915
Coverage
- Total reported participants
- 1,755
- Plans with financial statements
- 6
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Apache Junction, AZ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Horizon Health And Wellness Inc. 401(K) Savings Plan | Horizon Health And Wellness, Inc. | $9,615,011 | 2023 |
| Western Industrial Resources Corp Retirement Savings Plan | Western Industrial Resources Corporation | $5,784,221 | 2023 |
| Tns Holdings, Inc. Retirement Plan | Tns Holdings, Inc. | $1,139,605 | 2023 |
| Ikon Steel, LLC 401(K) Plan | Ikon Steel, LLC | $357,450 | 2023 |
| Best Hardware, Inc. 401(K) Plan | Best Hardware, Inc. | $263 | 2023 |
| Allen & Chew, P.C. Profit Sharing Plan & Trust | Allen Advisory, P.C. Formerly Allen & Chew, P.C. | $0 | 2023 |
| Horizon Health And Wellness, Inc. Welfare Plan | Horizon Health And Wellness, Inc | not reported in the loaded dataset | 2023 |
| Western Industrial Resources Corp Medical Plan | Western Industrial Resources Corp | not reported in the loaded dataset | 2023 |
Largest plans in Apache Junction → · Apache Junction plans by participants → · Apache Junction plans with financial data → · Apache Junction plans with provider compensation → · $1B+ plans in Apache Junction →
Related Form 5500 pages
- All AZ Form 5500 filings
- Horizon Health And Wellness Inc. 401(K) Savings Plan (plan 002)
- Horizon Health And Wellness, Inc. — all reported plans
- Western Industrial Resources Corp Retirement Savings Plan (plan 001)
- Western Industrial Resources Corporation — all reported plans
- Tns Holdings, Inc. Retirement Plan (plan 001)
- Tns Holdings, Inc. — all reported plans
- Ikon Steel, LLC 401(K) Plan (plan 001)
- Ikon Steel, LLC — all reported plans
- Best Hardware, Inc. 401(K) Plan (plan 001)
- Best Hardware, Inc. — all reported plans
- Allen & Chew, P.C. Profit Sharing Plan & Trust (plan 001)
- Allen Advisory, P.C. Formerly Allen & Chew, P.C. — all reported plans
- Horizon Health And Wellness, Inc. Welfare Plan (plan 503)
- Western Industrial Resources Corp Medical Plan (plan 502)
- Methodology
- Data sources