Agoura Hills, 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, Agoura Hills, CA has 33 loaded benefit plan(s) reported by 27 plan sponsor(s), with $826,810,641 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 33
- Plan sponsors
- 27
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $826,810,641
- Total reported liabilities (EOY)
- $8,623,725
- Total reported net assets (EOY)
- $818,186,916
Contributions & income
- Employer contributions
- $30,056,784
- Participant contributions
- $79,143,860
- Total income / additions
- $218,550,394
Expenses & distributions
- Benefits paid / distributions
- $40,254,332
- Total expenses
- $40,937,493
- Net increase / (decrease)
- $177,612,901
Coverage
- Total reported participants
- 57,320
- Plans with financial statements
- 27
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Agoura Hills, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| National Veterinary Associates, Inc. 401(K) Plan | National Veterinary Associates | $651,568,425 | 2023 |
| Los Angeles Rams 401(K) Plan | Los Angeles Rams, LLC | $32,563,144 | 2023 |
| Albert & Mackenzie, Llp 401(K) Profit Sharing Plan | Albert & Mackenzie, Llp | $22,821,924 | 2023 |
| Conrad N. Hilton Foundation Money Purchase Pension Plan | Conrad N. Hilton Foundation | $21,971,422 | 2023 |
| Cydcor LLC 401k Plan | Cydcor LLC | $15,905,412 | 2023 |
| Motor Vehicle Software Corporation 401(K) Plan | Motor Vehicle Software Corporation | $14,305,849 | 2023 |
| Aspen Environmental Group 401(K) Salary Reduction Plan And Trust | Aspen Environmental Group | $13,618,992 | 2023 |
| California Payroll Group 401(K) Plan | California Payroll Group | $6,754,139 | 2023 |
| Martin Teitelbaum Construction, Inc. Profit Sharing Plan And Trust | Martin Teitelbaum Construction, Inc. | $6,436,903 | 2023 |
| Taxgroup Partners, Inc. Defined Benefit Pension Plan | Taxgroup Partners, Inc. | $5,500,601 | 2023 |
| Wayne Mcclean 401(K) Profit Sharing Plan | Wayne Mcclean | $5,363,111 | 2023 |
| Joni And Friends 401(K) Plan | Joni And Friends | $4,149,148 | 2023 |
| Morton Capital 401(K) Plan | Morton Capital Management, LLC | $3,766,019 | 2023 |
| Amber Hotel Corporation Defined Benefit Pension Plan | Amber Hotel Corporation | $3,541,578 | 2023 |
| Nadel & Associates Profit Sharing Plan | Russell J. Nadel, A Professional Corporation | $3,522,907 | 2023 |
| Astin, Carr & Company 401(K) Profit Sharing Plan & Trust | Astin, Carr & Company | $3,292,614 | 2023 |
| Mjd Concrete Works, Inc. 401(K) Plan | Mjd Concrete Works, Inc. | $2,864,069 | 2023 |
| 101 Pipe & Casing, Inc. 401(K) Profit Sharing Plan | 101 Pipe & Casing, Inc. | $2,639,420 | 2023 |
| Gobigred Inc Defined Benefit Pension Plan | Gobigred Inc | $2,045,729 | 2023 |
| Gary A Halpert Cpa 401k Profit Sharing Plan | Gary A Halpert Cpa | $1,120,204 | 2023 |
| Carlisle Dorafshani Wohl & Associates 401(K) Profit Sharing Plan | Carlisle Dorafshani Wohl & Associates Inc | $1,034,840 | 2023 |
| J & S Construction Corporation Profit Sharing Plan Plan | J & S Construction Corporation | $884,325 | 2023 |
| Gobigred Inc Profit Sharing Plan | Gobigred Inc | $507,797 | 2023 |
| Lovli Co. 401(K) Plan | Lovli Co. | $326,693 | 2023 |
| No Cost Solar, Inc. Retirement Plan | No Cost Solar, Inc. | $200,021 | 2023 |
Largest plans in Agoura Hills → · Agoura Hills plans by participants → · Agoura Hills plans with financial data → · Agoura Hills plans with provider compensation → · $1B+ plans in Agoura Hills →
Related Form 5500 pages
- All CA Form 5500 filings
- National Veterinary Associates, Inc. 401(K) Plan (plan 001)
- National Veterinary Associates — all reported plans
- Los Angeles Rams 401(K) Plan (plan 011)
- Los Angeles Rams, LLC — all reported plans
- Albert & Mackenzie, Llp 401(K) Profit Sharing Plan (plan 001)
- Albert & Mackenzie, Llp — all reported plans
- Conrad N. Hilton Foundation Money Purchase Pension Plan (plan 001)
- Conrad N. Hilton Foundation — all reported plans
- Cydcor LLC 401k Plan (plan 001)
- Cydcor LLC — all reported plans
- Motor Vehicle Software Corporation 401(K) Plan (plan 001)
- Motor Vehicle Software Corporation — all reported plans
- Aspen Environmental Group 401(K) Salary Reduction Plan And Trust (plan 001)
- Aspen Environmental Group — all reported plans
- California Payroll Group 401(K) Plan (plan 001)
- California Payroll Group — all reported plans
- Martin Teitelbaum Construction, Inc. Profit Sharing Plan And Trust (plan 001)
- Martin Teitelbaum Construction, Inc. — all reported plans
- Taxgroup Partners, Inc. Defined Benefit Pension Plan (plan 001)
- Taxgroup Partners, Inc. — all reported plans
- Wayne Mcclean 401(K) Profit Sharing Plan (plan 004)
- Wayne Mcclean — all reported plans
- Joni And Friends 401(K) Plan (plan 001)
- Joni And Friends — all reported plans
- Morton Capital 401(K) Plan (plan 001)
- Morton Capital Management, LLC — all reported plans
- Amber Hotel Corporation Defined Benefit Pension Plan (plan 002)
- Amber Hotel Corporation — all reported plans
- Nadel & Associates Profit Sharing Plan (plan 001)
- Russell J. Nadel, A Professional Corporation — all reported plans
- Methodology
- Data sources