Azusa, 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, Azusa, CA has 31 loaded benefit plan(s) reported by 21 plan sponsor(s), with $588,761,324 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
31
Plan sponsors
21
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$588,761,324
Total reported liabilities (EOY)
$2,110
Total reported net assets (EOY)
$588,759,214

Contributions & income

Employer contributions
$11,698,808
Participant contributions
$21,824,946
Total income / additions
$116,318,448

Expenses & distributions

Benefits paid / distributions
$47,320,566
Total expenses
$48,570,260
Net increase / (decrease)
$67,748,188

Coverage

Total reported participants
15,011
Plans with financial statements
17
Plans with provider compensation
14

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

Largest loaded plans by reported assets

Largest loaded plans in Azusa, CA
PlanSponsorReported assets (EOY)Year
Azusa Pacific University Defined Contribution PlanAzusa Pacific University$294,168,6602023
Rain Bird Corporation Employee Savings & Investment PlanRain Bird Corporation$139,929,6782023
Monrovia Nursery 401(K) Retirement PlanMonrovia Nursery Company$42,855,6532023
Onelegacy 403(B) Retirement PlanOnelegacy$42,082,1442023
Totten Tubes, Inc. Profit Sharing PlanTotten Tubes, Inc.$14,784,3962023
Opm Services Profit Sharing 401(K) Plan And TrustOpm Services, LLC$9,914,9402023
Gale Banks Engineering Employee Savings PlanGale Banks Engineering$9,664,9652023
Hanson Distributing Profit Sharing And Retirement Savings FundHanson Distributing Company$9,475,8582023
Robbins Bros. Jewelry, Inc. 401k PlanRobbins Bros. Jewelry, Inc.$9,300,0182023
Pacific Best Inc. Employee Retirement Benefit PlanPacific Best Inc.$7,268,2302023
Lindsey Systems 401(K) PlanLindsey Manufacturing Co. Dba Lindsey Systems$4,065,1612023
F.S. & Gs Services, Inc. Retirement Savings PlanF.S. & Gs. Services, Inc.$2,624,0532023
Inwesco Incorporated 401(K) Employee Savings Plan And TrustInwesco, Inc.$1,462,8812023
Andre Landscape 401(K) PlanAndre Landscaping Services, Inc.$1,133,0772023
Tailored Wellness Foods Investment PlanTailored Wellness Foods Inc$28,9752023
Phaostron Company - 125 Cafeteria PlanPhaostron Company$2,6352023
Fsrs Inc. Retirement PlanFsrs Inc.$02023
Oj Insulation Lp Welfare Benefits PlanOj Insulation Lpnot reported in the loaded dataset2023
Robbins Brothers Group Health PlanRobbins Brothers Jewelry, Inc.not reported in the loaded dataset2023
Shreya Inc. 401 (K) PlanShreya Incnot reported in the loaded dataset2023
Rain Bird Group Insurance PlanRain Bird Corporationnot reported in the loaded dataset2023
Monrovia Nursery Company Employee Benefit PlanMonrovia Nursery Companynot reported in the loaded dataset2023
Azusa Pacific Health & Welfare Benefits PlanAzusa Pacific Universitynot reported in the loaded dataset2023
Totten Tubes, Inc. Welfare Benefit PlanTotten Tubes, Inc.not reported in the loaded dataset2023
Lindsey Manufacturing Company Welfare Benefits PlanLindsey Manufacturing Companynot reported in the loaded dataset2023

Related Form 5500 pages