Tuscon, 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, Tuscon, AZ has 14 loaded benefit plan(s) reported by 13 plan sponsor(s), with $149,050,334 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $149,050,334
- Total reported liabilities (EOY)
- $328,902
- Total reported net assets (EOY)
- $148,721,432
Contributions & income
- Employer contributions
- $8,913,947
- Participant contributions
- $6,099,070
- Total income / additions
- $39,738,736
Expenses & distributions
- Benefits paid / distributions
- $15,591,264
- Total expenses
- $15,916,908
- Net increase / (decrease)
- $23,821,828
Coverage
- Total reported participants
- 4,431
- Plans with financial statements
- 10
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Tuscon, 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 |
|---|---|---|---|
| Bhp Minerals Usa Retirement Savings Plan | Bhp Minerals Service Company | $94,401,499 | 2023 |
| Leonardo Electronics Us Inc. 401(K) Plan | Leonardo Electronics Us Inc. | $44,436,204 | 2023 |
| D Square Construction, LLC Employee Stock Ownership Plan | D Square Construction, LLC | $7,279,810 | 2023 |
| Tucson Country Club 401(K) Savings Plan | Tucson Country Club | $2,079,680 | 2023 |
| 5 Strong Corp. Retirement Plan | 5 Strong Corp. | $512,553 | 2023 |
| Sapphire Estates Rehab Centre 401(K) Plan | Sapphire Estates Rehab Centre | $144,592 | 2023 |
| Vance, LLC 401(K) Plan | Vance, LLC | $111,436 | 2023 |
| Sports Mecca Inc. Retirement Plan | Sports Mecca Inc. | $79,700 | 2023 |
| Desert Yoga, Inc. Retirement Plan | Desert Yoga, Inc. | $4,860 | 2023 |
| Adiuvat Software Consulting Inc. 401(K) Plan | Adiuvat Software Consulting Inc. | $0 | 2023 |
| Nextmed Health And Welfare Benefit Plan | Amt Nexus | not reported in the loaded dataset | 2023 |
| Gb Auto Service, Inc. Employee Benefits Plan | Gb Auto Service, Inc. | not reported in the loaded dataset | 2023 |
| Arizona Assayers, Inc Welfare Benefit Plan | Arizona Assayers Inc. | not reported in the loaded dataset | 2023 |
| Amt Nexus Health And Welfare Benefit Plan | Amt Nexus | not reported in the loaded dataset | 2023 |
Largest plans in Tuscon → · Tuscon plans by participants → · Tuscon plans with financial data → · Tuscon plans with provider compensation → · $1B+ plans in Tuscon →
Related Form 5500 pages
- All AZ Form 5500 filings
- Bhp Minerals Usa Retirement Savings Plan (plan 001)
- Bhp Minerals Service Company — all reported plans
- Leonardo Electronics Us Inc. 401(K) Plan (plan 001)
- Leonardo Electronics Us Inc. — all reported plans
- D Square Construction, LLC Employee Stock Ownership Plan (plan 002)
- D Square Construction, LLC — all reported plans
- Tucson Country Club 401(K) Savings Plan (plan 001)
- Tucson Country Club — all reported plans
- 5 Strong Corp. Retirement Plan (plan 001)
- 5 Strong Corp. — all reported plans
- Sapphire Estates Rehab Centre 401(K) Plan (plan 001)
- Sapphire Estates Rehab Centre — all reported plans
- Vance, LLC 401(K) Plan (plan 001)
- Vance, LLC — all reported plans
- Sports Mecca Inc. Retirement Plan (plan 001)
- Sports Mecca Inc. — all reported plans
- Desert Yoga, Inc. Retirement Plan (plan 001)
- Desert Yoga, Inc. — all reported plans
- Adiuvat Software Consulting Inc. 401(K) Plan (plan 001)
- Adiuvat Software Consulting Inc. — all reported plans
- Nextmed Health And Welfare Benefit Plan (plan 501)
- Amt Nexus — all reported plans
- Gb Auto Service, Inc. Employee Benefits Plan (plan 501)
- Gb Auto Service, Inc. — all reported plans
- Arizona Assayers, Inc Welfare Benefit Plan (plan 501)
- Arizona Assayers Inc. — all reported plans
- Amt Nexus Health And Welfare Benefit Plan (plan 502)
- Methodology
- Data sources