Plan5500

Maricopa, 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, Maricopa, AZ has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $13,877,961 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.9MSummed across loaded plans$13,877,961
Total reported assets$13.9M$13,877,961
Total reported participants544
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.9M total assets
Net assets$13.9MLiabilities$0
Contributions & income
Employer contributions$203.7K
Participant contributions$677.8K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Maricopa, 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.

Computed from loaded plans

Maricopa market comparison

Largest plan share of assets98%Ak-Chin Indian Community 401(K) Retirement Savings Plan
Participants per plan181Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Maricopa

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ak-Chin Indian Community 401(K) Retirement Savings Plan$13.6M
    Ak-Chin Indian Community · 2023
  2. 2
    Jb Subs Retirement Plan$279.3K
    Jb Subs, Inc. · 2023
  3. 3
    Maricopacabana Company 401(K) Plan$40.7K
    Maricopacabana Company · 2023

Largest plans in Maricopa → · Maricopa plans by participants → · Maricopa plans with financial data → · Maricopa plans with provider compensation → · $1B+ plans in Maricopa →

Related Form 5500 pages