Plan5500

Adelanto, CA 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, Adelanto, CA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $12,066,365 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Adelanto

  • 6 loaded plans hold $12.1M in reported assets across 5 sponsors.
  • The largest, Apex Logistics, LLC 401(K) Plan, holds 74% of reported Adelanto plan assets.
  • Plans cover 1,006 participants — about 168 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.1MSummed across loaded plans$12,066,353
Total reported assets$12.1M$12,066,365
Total reported participants1K1,006
Total reported liabilities$12

Reported net position

Reported assets = net assets + liabilities (summed)$12.1M total assets
Net assets$12.1MLiabilities$12
Contributions & income
Employer contributions$218.7K
Participant contributions$1.3M
Total income / additions$3.1M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2M
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation2 / 6 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Adelanto, CA 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

Adelanto market comparison

Largest plan share of assets74%Apex Logistics, LLC 401(K) Plan
Participants per plan168Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Adelanto

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

  1. 1
    Apex Logistics, LLC 401(K) Plan$8.9M
    Apex Logistics, LLC · 2023
  2. 2
    Victory Design Inc 401(K) Plan$1.6M
    Victory Design Inc · 2023
  3. 3
    Hayes Holdings Inc 401(K) Profit Sharing Plan & Trust$1.5M
    Valew Welding And Fabrication · 2023
  4. 4
    Reliant Transport 401k Trust$80.1K
    Reliant Transport Inc. · 2023
  5. 5
    Apex Logistics, LLC Welfare Benefits Plannot reported in the loaded dataset
    Apex Logistics, LLC · 2023
  6. 6
    Fiber Care Baths, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Fiber Care Baths, Inc. · 2023

Largest plans in Adelanto → · Adelanto plans by participants → · Adelanto plans with financial data → · Adelanto plans with provider compensation → · $1B+ plans in Adelanto →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Adelanto, CA?
6 plan(s) reported by 5 sponsor(s) are loaded for Adelanto, CA.

Related Form 5500 pages