Plan5500

Apple Valley, 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, Apple Valley, CA has 11 loaded benefit plan(s) reported by 10 plan sponsor(s), with $24,650,961 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
10
Latest filing year
2023

What stands out in Apple Valley

  • 11 loaded plans hold $24.7M in reported assets across 10 sponsors.
  • The largest, Raj H. Karnani M.D., Inc. 401(K) Profit Sharing Plan, holds 26% of reported Apple Valley plan assets.
  • Plans cover 548 participants — about 50 per plan.
  • 91% of loaded plans report full Schedule H/I financial statements.
  • 9% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.6MSummed across loaded plans$24,648,507
Total reported assets$24.7M$24,650,961
Total reported participants548
Total reported liabilities$2.5K$2,454

Reported net position

Reported assets = net assets + liabilities (summed)$24.7M total assets
Net assets$24.6MLiabilities$2.5K
Contributions & income
Employer contributions$1.2M
Participant contributions$758.3K
Total income / additions$4.8M
Expenses & distributions
Benefits paid / distributions$661.7K
Total expenses$693.7K
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements10 / 11 (91%)
Plans with provider compensation1 / 11 (9%)

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

Apple Valley market comparison

Largest plan share of assets26%Raj H. Karnani M.D., Inc. 401(K) Profit Sharing Plan
Participants per plan50Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in Apple Valley

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

  1. 1
    Raj H. Karnani M.D., Inc. 401(K) Profit Sharing Plan$6.5M
    Raj H. Karnani M.D., Inc. · 2023
  2. 2
    Advanced Cardiology Center Defined Benefit Pension Plan$6.3M
    Advanced Cardiology Center · 2023
  3. 3
    Desert Physicians Management L 401(K) Profit Sharing Plan & Trust$5.6M
    Desert Physicians Management L · 2023
  4. 4
    Vijay Arora, M.D., Inc. Retirement Plan Two$2M
    Vijay Arora, M.D., Inc. · 2023
  5. 5
    Victor Valley Primary Care Inc. Db Plan$1.4M
    Victor Valley Primary Care Inc. · 2023
  6. 6
    David G Surdyka Md Inc 401(K) Profit Sharing Plan & Trust$1.1M
    David G Surdyka Md Inc · 2023
  7. 7
    Niva Institute Of Neurosciences, Inc. Defined Benefit Pension Plan$850.3K
    Niva Institute Of Neurosciences, Inc. · 2023
  8. 8
    Ruby Jane Sia, M.D., Inc. 401(K) Profit Sharing Plan$480.2K
    Ruby Jane Sia, M.D., Inc. · 2023
  9. 9
    Glorietta Management Group Inc. Retirement Plan$400.2K
    Glorietta Management Group Inc. · 2023
  10. 10
    Red Hawk Ventures, Inc. 401(K) Plan$4.6K
    Red Hawk Ventures, Inc. · 2023
  11. 11
    Desert Physicians Managementnot reported in the loaded dataset
    Desert Physicians Management · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Apple Valley, CA?
11 plan(s) reported by 10 sponsor(s) are loaded for Apple Valley, CA.

Related Form 5500 pages