Plan5500

Atascadero, 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, Atascadero, CA has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $18,965,357 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19MSummed across loaded plans$18,965,357
Total reported assets$19M$18,965,357
Total reported participants427
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$19M total assets
Net assets$19MLiabilities$0
Contributions & income
Employer contributions$293.9K
Participant contributions$484.3K
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$5M
Total expenses$5M
Net increase / (decrease)-$2.3M

Data coverage

Plans with financial statements7 / 9 (78%)
Plans with provider compensation0 / 9 ()

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

Atascadero market comparison

Largest plan share of assets34%Atascadero Mutual Water Company 401(K) Plan
Participants per plan47Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Atascadero

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

  1. 1
    Atascadero Mutual Water Company 401(K) Plan$6.4M
    Atascadero Mutual Water Company · 2023
  2. 2
    Filipponi & Thompson Drilling, Inc. Profit Sharing Plan$6.1M
    Filipponi & Thompson Drilling, Inc. · 2023
  3. 3
    Merrill & Associates Real Estate 401(K) Profit Sharing Plan$3.1M
    Merrill & Associates Real Estate · 2023
  4. 4
    Giacomo A. Licari 401(K) Profit Sharing Plan$2M
    Giacomo A. Licari · 2023
  5. 5
    Alexander'S Contract Services, Inc.401-K Plan$1.1M
    Alexander'S Contract Services, Inc. · 2023
  6. 6
    Onseigen 401(K) Plan$230.4K
    Onseigen · 2023
  7. 7
    Sageland Petroleum, Inc. 401(K) Plan$0
    Sageland Petroleum, Inc. · 2023
  8. 8
    Pacific Imaging Management LLC Health And Welfare Plannot reported in the loaded dataset
    Pacific Imaging Management LLC · 2023
  9. 9
    Alexander'S Contract Services, Inc. Group Health Plannot reported in the loaded dataset
    Alexander'S Contract Services, Inc. · 2023

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

Related Form 5500 pages