Plan5500

Atwater, 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, Atwater, CA has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $113,752,557 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$113.8MSummed across loaded plans$113,752,557
Total reported assets$113.8M$113,752,557
Total reported participants4.7K4,747
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$113.8M total assets
Net assets$113.8MLiabilities$0
Contributions & income
Employer contributions$5.7M
Participant contributions$5.1M
Total income / additions$28.3M
Expenses & distributions
Benefits paid / distributions$7.2M
Total expenses$7.7M
Net increase / (decrease)$20.6M

Data coverage

Plans with financial statements4 / 7 (57%)
Plans with provider compensation4 / 7 (57%)

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

Atwater market comparison

Largest plan share of assets40%Golden Valley Health Centers Retirement Plan
Participants per plan678Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Atwater

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

  1. 1
    Golden Valley Health Centers Retirement Plan$45.8M
    Golden Valley Health Centers · 2023
  2. 2
    Golden Valley Health Centers 403(B) Plan$44.1M
    Golden Valley Health Centers · 2023
  3. 3
    Joseph Gallo Farms 401(K) Plan$14.1M
    Gallo Cattle Company Dba Joseph Gallo Farms · 2023
  4. 4
    Castle Family Health Centers, Inc. 403(B) Plan$9.7M
    Castle Family Health Centers, Inc. · 2023
  5. 5
    Joseph Gallo Farmsnot reported in the loaded dataset
    Joseph Gallo Farms · 2023
  6. 6
    Castle Family Health Centers Health And Welfare Plannot reported in the loaded dataset
    Castle Family Health Centers · 2023
  7. 7
    Golden Valley Health Centers Health & Welfare Plannot reported in the loaded dataset
    Golden Valley Health Centers · 2023

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

Related Form 5500 pages