Queen Creek, 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, Queen Creek, AZ has 17 loaded benefit plan(s) reported by 17 plan sponsor(s), with $3,750,597 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
17
Plan sponsors
17
Latest filing year
2023

What stands out in Queen Creek

  • 17 loaded plans hold $3.8M in reported assets across 17 sponsors.
  • The largest, Crocus And Rose, Inc. 401(K) Plan, holds 22% of reported Queen Creek plan assets.
  • Plans cover 187 participants — about 11 per plan.
  • 94% 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$3.7MSummed across loaded plans$3,749,886
Total reported assets$3.8M$3,750,597
Total reported participants187
Total reported liabilities$711

Reported net position

Reported assets = net assets + liabilities (summed)$3.8M total assets
Net assets$3.7MLiabilities$711
Contributions & income
Employer contributions$46.6K
Participant contributions$80.1K
Total income / additions-$2.5M
Expenses & distributions
Benefits paid / distributions$657.8K
Total expenses$660.7K
Net increase / (decrease)-$3.1M

Data coverage

Plans with financial statements16 / 17 (94%)
Plans with provider compensation0 / 17 ()

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

Queen Creek market comparison

Largest plan share of assets22%Crocus And Rose, Inc. 401(K) Plan
Participants per plan11Average across loaded plans
Plan sponsors17
Ranked by reported assets

Largest loaded plans in Queen Creek

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

  1. 1
    Crocus And Rose, Inc. · 2023
  2. 2
    Butterfield Associates, Inc. · 2023
  3. 3
    Sandchise, Inc. · 2023
  4. 4
    Alpha Nerds Insurance, Inc. · 2023
  5. 5
  6. 6
    Giordano Family Inc. · 2023
  7. 7
    Undrdog World Wide, Corp. · 2023
  8. 8
    3 Palm Tree'S, Inc. · 2023
  9. 9
    Sharp Delivery Services Inc. · 2023
  10. 10
    Jhb Gateway Holdings Inc. · 2023
  11. 11
    Run Elevation Inc · 2023
  12. 12
    Se Levine, Inc. · 2023
  13. 13
    Dbli 401k$17.1K
    Desert Botanica Labs, Inc. · 2023
  14. 14
  15. 15
    Bkb Holdings 1, LLC · 2023
  16. 16
    Grigg Enterprises, Inc. · 2023
  17. 17
    True Up Companies Benefit Plannot reported in the loaded dataset
    True Up Companies · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Queen Creek, AZ?
17 plan(s) reported by 17 sponsor(s) are loaded for Queen Creek, AZ.

Related Form 5500 pages