Sierra Vista, 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, Sierra Vista, AZ has 17 loaded benefit plan(s) reported by 13 plan sponsor(s), with $124,965,158 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
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $124,965,158
- Total reported liabilities (EOY)
- $102,579
- Total reported net assets (EOY)
- $124,862,579
Contributions & income
- Employer contributions
- $3,735,985
- Participant contributions
- $5,966,026
- Total income / additions
- $28,306,006
Expenses & distributions
- Benefits paid / distributions
- $9,147,354
- Total expenses
- $9,533,050
- Net increase / (decrease)
- $18,772,956
Coverage
- Total reported participants
- 4,223
- Plans with financial statements
- 11
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sierra Vista, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Pioneer Title Agency, Inc. 401(K) Plan | Pioneer Title Agency, Inc. | $53,970,318 | 2023 |
| Ke&G Construction, Inc. Employee Stock Ownership Plan | Ke&G Construction, Inc. | $44,097,722 | 2023 |
| Wick Communications Co. Section 401(K) Retirement Plan | Wick Communications Co. | $9,890,061 | 2023 |
| Sentrillion Savings Investment Plan | Sentrillion | $7,255,259 | 2023 |
| Lawley Motors, LLC 401(K) Plan | Lawley Motors, LLC | $7,178,898 | 2023 |
| Doc'S Watering Hole Company 401(K) Plan | Doc'S Watering Hole Company | $1,109,761 | 2023 |
| Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust | Sierra Vista Ace Hardware, Inc. | $1,071,567 | 2023 |
| 1949 Investments Retirement Plan | 1949 Investments Inc. | $260,000 | 2023 |
| Hyman & Hyman, Inc. 401k Profit Sharing Plan | Hyman & Hyman, Inc. | $98,055 | 2023 |
| Allsource Global Management, LLC Health & Welfare Program | Allsource Global Management, LLC | $33,517 | 2023 |
| Nurses Nook Inc Health And Welfare Plan | Nurses Nook Inc | $0 | 2023 |
| Lawley Motors, LLC Health & Welfare Insurance Plan | Lawley Automotive Group | not reported in the loaded dataset | 2023 |
| Ke&G Construction Inc Health & Welfare Benefit Plan | Ke&G Construction Inc | not reported in the loaded dataset | 2023 |
| Sulphur Springs Valley Electric Cooperative Inc Medical Plan | Sulphur Springs Valley Electric Cooperative | not reported in the loaded dataset | 2023 |
| Cochise Private Industry Council Employee Benefit Plan | Cochise Private Industry Council | not reported in the loaded dataset | 2023 |
| Wick Communications Health Insurance Plan | Wick Communications Co | not reported in the loaded dataset | 2023 |
| Pioneer Title Agency Inc. Flexible Plan And Health | Pioneer Title Agency | not reported in the loaded dataset | 2023 |
Largest plans in Sierra Vista → · Sierra Vista plans by participants → · Sierra Vista plans with financial data → · Sierra Vista plans with provider compensation → · $1B+ plans in Sierra Vista →
Related Form 5500 pages
- All AZ Form 5500 filings
- Pioneer Title Agency, Inc. 401(K) Plan (plan 001)
- Pioneer Title Agency, Inc. — all reported plans
- Ke&G Construction, Inc. Employee Stock Ownership Plan (plan 002)
- Ke&G Construction, Inc. — all reported plans
- Wick Communications Co. Section 401(K) Retirement Plan (plan 001)
- Wick Communications Co. — all reported plans
- Sentrillion Savings Investment Plan (plan 001)
- Sentrillion — all reported plans
- Lawley Motors, LLC 401(K) Plan (plan 001)
- Lawley Motors, LLC — all reported plans
- Doc'S Watering Hole Company 401(K) Plan (plan 001)
- Doc'S Watering Hole Company — all reported plans
- Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust (plan 001)
- Sierra Vista Ace Hardware, Inc. — all reported plans
- 1949 Investments Retirement Plan (plan 001)
- 1949 Investments Inc. — all reported plans
- Hyman & Hyman, Inc. 401k Profit Sharing Plan (plan 001)
- Hyman & Hyman, Inc. — all reported plans
- Allsource Global Management, LLC Health & Welfare Program (plan 501)
- Allsource Global Management, LLC — all reported plans
- Nurses Nook Inc Health And Welfare Plan (plan 501)
- Nurses Nook Inc — all reported plans
- Lawley Motors, LLC Health & Welfare Insurance Plan (plan 501)
- Ke&G Construction Inc Health & Welfare Benefit Plan (plan 501)
- Sulphur Springs Valley Electric Cooperative Inc Medical Plan (plan 510)
- Sulphur Springs Valley Electric Cooperative — all reported plans
- Cochise Private Industry Council Employee Benefit Plan (plan 501)
- Cochise Private Industry Council — all reported plans
- Methodology
- Data sources