San Tan 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, San Tan Valley, AZ has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $1,174,413 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 5
- Latest filing year
- 2023
What stands out in San Tan Valley
- 5 loaded plans hold $1.2M in reported assets across 5 sponsors.
- The largest, Palmetto Reality Corporation 401k Trust, holds 84% of reported San Tan Valley plan assets.
- Plans cover 10 participants — about 2 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 San Tan 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.
San Tan Valley market comparison
Largest loaded plans in San Tan Valley
Bars show each plan's reported end-of-year assets relative to the largest.
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- 2
- 3
- 4
- 5
Largest plans in San Tan Valley → · San Tan Valley plans by participants → · San Tan Valley plans with financial data → · San Tan Valley plans with provider compensation → · $1B+ plans in San Tan Valley →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for San Tan Valley, AZ?
- 5 plan(s) reported by 5 sponsor(s) are loaded for San Tan Valley, AZ.
Related Form 5500 pages
- All AZ Form 5500 filings
- Palmetto Reality Corporation 401k Trust (plan 001)
- Seller Door Inc. — all reported plans
- Tiner Investment Corporation Retirement Plan (plan 001)
- Tiner Investment Corporation — all reported plans
- Superstition Contracting Inc. Retirement Plan (plan 001)
- Superstition Contracting Inc — all reported plans
- Its Logical Inc. 401(K) Plan (plan 001)
- Its Logical Inc. — all reported plans
- H&T Solutions, Inc. 401(K) Profit Sharing Plan (plan 001)
- H&T Solutions, Inc. — all reported plans
- Methodology
- Data sources