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.
Reported financial aggregate
Reported net position
Data coverage
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.
Oro Valley market comparison
Largest loaded plans in Oro Valley
Bars show each plan's reported end-of-year assets relative to the largest.
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Largest plans in Oro Valley → · Oro Valley plans by participants → · Oro Valley plans with financial data → · Oro Valley plans with provider compensation → · $1B+ plans in Oro Valley →
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
- All AZ Form 5500 filings
- Nimbis Services Inc. Retirement Plan (plan 001)
- Nimbis Services Inc. — all reported plans
- M & K Ventures, Inc. 401(K) Plan (plan 001)
- M & K Ventures, Inc. — all reported plans
- Pb & J Pizza Group Retirement Plan (plan 001)
- Pb & J Pizza Group, Inc. — all reported plans
- American Conglomerate Enterprise 401k (plan 001)
- American Conglomerate Enterprise, Inc. — all reported plans
- Price Holdings 401k (plan 001)
- Price Holdings Corporation — all reported plans
- Preferred Oil And Lube Inc. Retirement Plan (plan 001)
- Preferred Oil And Lube Inc. — all reported plans
- G-Cubed Property Management Inc. Retirement Plan (plan 001)
- G-Cubed Property Management Inc. — all reported plans
- Fitness Bros Inc 401(K) Plan (plan 001)
- Fitness Bros Inc — all reported plans
- Salvino Capital Enterprises Inc. Retirement Plan (plan 001)
- Salvino Capital Enterprises Inc. — all reported plans
- Bishop Brands Retirement Plan (plan 001)
- Bishop Brands Inc — all reported plans
- B&D Homes Arizona Inc. Retirement Plan (plan 001)
- B&D Homes Arizona Inc. — all reported plans
- Javid, LLC Defined Benefit Pension Plan (plan 001)
- Javid, LLC — all reported plans
- Michael W Lang Dds Pc 401(K)Profit Sharing Plan (plan 001)
- Michael W Lang Dds Pc — all reported plans
- Tucson Pizza Group Inc. 401(K) Plan (plan 001)
- Tucson Pizza Group Inc. — all reported plans
- Puppy Paws Getaway 1, Inc. Retirement Plan (plan 001)
- Puppy Paws Getaway 1, Inc. — all reported plans
- Methodology
- Data sources