Plan5500

Anderson, 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, Anderson, CA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $27,068,594 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Anderson

  • 3 loaded plans hold $27.1M in reported assets across 2 sponsors.
  • The largest, Linkus Holdings, Inc. Employee Stock Ownership Plan, holds 92% of reported Anderson plan assets.
  • Plans cover 841 participants — about 280 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.5MSummed across loaded plans$9,536,501
Total reported assets$27.1M$27,068,594
Total reported participants841
Total reported liabilities$17.5M$17,532,093

Reported net position

Reported assets = net assets + liabilities (summed)$27.1M total assets
Net assets$9.5MLiabilities$17.5M
Contributions & income
Employer contributions$2.7M
Participant contributionsNot reported
Total income / additions$10.8M
Expenses & distributions
Benefits paid / distributions$463.8K
Total expenses$1.1M
Net increase / (decrease)$9.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Anderson market comparison

Largest plan share of assets92%Linkus Holdings, Inc. Employee Stock Ownership Plan
Participants per plan280Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Anderson

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

  1. 1
    Linkus Holdings, Inc. Employee Stock Ownership Plan$24.9M
    Linkus Holdings, Inc. · 2023
  2. 2
    Voorwood Company Employee Stock Ownership Plan$2.2M
    Voorwood Company · 2023
  3. 3
    Linkus Holdings, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Linkus Holdings, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Anderson, CA?
3 plan(s) reported by 2 sponsor(s) are loaded for Anderson, CA.

Related Form 5500 pages