Us Tucson, 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, Us Tucson, AZ has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $4,856,839 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Us Tucson

  • 1 loaded plans hold $4.9M in reported assets across 1 sponsors.
  • The largest, Arizona Restaurant Supply, Inc. 401(K) Plan, holds 100% of reported Us Tucson plan assets.
  • Plans cover 189 participants — about 189 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.9MSummed across loaded plans$4,856,839
Total reported assets$4.9M$4,856,839
Total reported participants189
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.9M total assets
Net assets$4.9MLiabilities$0
Contributions & income
Employer contributions$186.5K
Participant contributions$651.9K
Total income / additions$1.5M
Expenses & distributions
Benefits paid / distributions$304.8K
Total expenses$335.4K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Us Tucson, 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

Us Tucson market comparison

Largest plan share of assets100%Arizona Restaurant Supply, Inc. 401(K) Plan
Participants per plan189Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Us Tucson

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

  1. 1
    Arizona Restaurant Supply, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Us Tucson, AZ?
1 plan(s) reported by 1 sponsor(s) are loaded for Us Tucson, AZ.

Related Form 5500 pages