Oro Valley, 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, Oro Valley, AZ has 15 loaded benefit plan(s) reported by 15 plan sponsor(s), with $7,423,940 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
15
Latest filing year
2023

What stands out in Oro Valley

  • 15 loaded plans hold $7.4M in reported assets across 15 sponsors.
  • The largest, Nimbis Services Inc. Retirement Plan, holds 51% of reported Oro Valley plan assets.
  • Plans cover 87 participants — about 6 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.4MSummed across loaded plans$7,420,611
Total reported assets$7.4M$7,423,940
Total reported participants87
Total reported liabilities$3.3K$3,329

Reported net position

Reported assets = net assets + liabilities (summed)$7.4M total assets
Net assets$7.4MLiabilities$3.3K
Contributions & income
Employer contributions$239.6K
Participant contributions$405.7K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$7.9M
Total expenses$8M
Net increase / (decrease)-$5.6M

Data coverage

Plans with financial statements15 / 15 (100%)
Plans with provider compensation0 / 15 ()

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

Oro Valley market comparison

Largest plan share of assets51%Nimbis Services Inc. Retirement Plan
Participants per plan6Average across loaded plans
Plan sponsors15
Ranked by reported assets

Largest loaded plans in Oro Valley

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

  1. 1
    Nimbis Services Inc. · 2023
  2. 2
    M & K Ventures, Inc. · 2023
  3. 3
    Pb & J Pizza Group, Inc. · 2023
  4. 4
    American Conglomerate Enterprise, Inc. · 2023
  5. 5
    Price Holdings Corporation · 2023
  6. 6
    Preferred Oil And Lube Inc. · 2023
  7. 7
    G-Cubed Property Management Inc. · 2023
  8. 8
    Fitness Bros Inc · 2023
  9. 9
    Salvino Capital Enterprises Inc. · 2023
  10. 10
    Bishop Brands Inc · 2023
  11. 11
    B&D Homes Arizona Inc. · 2023
  12. 12
  13. 13
  14. 14
    Tucson Pizza Group Inc. · 2023
  15. 15
    Puppy Paws Getaway 1, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Oro Valley, AZ?
15 plan(s) reported by 15 sponsor(s) are loaded for Oro Valley, AZ.

Related Form 5500 pages