Plan5500

Avalon, 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, Avalon, CA has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $36,094,395 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Avalon

  • 4 loaded plans hold $36.1M in reported assets across 2 sponsors.
  • The largest, Santa Catalina Island Savings Plan, holds 67% of reported Avalon plan assets.
  • Plans cover 1,246 participants — about 312 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$36.1MSummed across loaded plans$36,094,395
Total reported assets$36.1M$36,094,395
Total reported participants1.2K1,246
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$36.1M total assets
Net assets$36.1MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$1.6M
Total income / additions$7.6M
Expenses & distributions
Benefits paid / distributions$2.7M
Total expenses$2.8M
Net increase / (decrease)$4.8M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

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

Avalon market comparison

Largest plan share of assets67%Santa Catalina Island Savings Plan
Participants per plan312Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Avalon

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

  1. 1
    Santa Catalina Island Savings Plan$24.1M
    Catalina Island Company · 2023
  2. 2
    403(B) Thrift Plan Of Santa Catalina Island Conservancy$12M
    Santa Catalina Island Conservancy · 2023
  3. 3
    Catalina Island Company Group Health Plannot reported in the loaded dataset
    Catalina Island Company · 2023
  4. 4
    Catalina Island Company Life, Ad&D And Ltd Plannot reported in the loaded dataset
    Catalina Island Company · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages