Plan5500

Morenci, 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, Morenci, AZ has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $9,545,939 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Morenci

  • 2 loaded plans hold $9.5M in reported assets across 1 sponsors.
  • The largest, Gila Health Resources, LLC 401(K) Plan, holds 100% of reported Morenci plan assets.
  • Plans cover 302 participants — about 151 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.5MSummed across loaded plans$9,545,939
Total reported assets$9.5M$9,545,939
Total reported participants302
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.5M total assets
Net assets$9.5MLiabilities$0
Contributions & income
Employer contributions$369.3K
Participant contributions$763.4K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Morenci market comparison

Largest plan share of assets100%Gila Health Resources, LLC 401(K) Plan
Participants per plan151Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Morenci

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

  1. 1
    Gila Health Resources, LLC 401(K) Plan$9.5M
    Gila Health Resources, LLC · 2023
  2. 2
    Gila Health Resources Health And Welfare Plannot reported in the loaded dataset
    Gila Health Resources, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Morenci, AZ?
2 plan(s) reported by 1 sponsor(s) are loaded for Morenci, AZ.

Related Form 5500 pages