Plan5500

Baldwin Park, 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, Baldwin Park, CA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $25,052,608 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Baldwin Park

  • 6 loaded plans hold $25.1M in reported assets across 5 sponsors.
  • The largest, Cedarwood-Young Company 401(K) Plan, holds 90% of reported Baldwin Park plan assets.
  • Plans cover 951 participants — about 159 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.1MSummed across loaded plans$25,052,608
Total reported assets$25.1M$25,052,608
Total reported participants951
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$25.1M total assets
Net assets$25.1MLiabilities$0
Contributions & income
Employer contributions$657.1K
Participant contributions$1.1M
Total income / additions$5.7M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2M
Net increase / (decrease)$3.6M

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation1 / 6 (17%)

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

Baldwin Park market comparison

Largest plan share of assets90%Cedarwood-Young Company 401(K) Plan
Participants per plan159Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Baldwin Park

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

  1. 1
    Cedarwood-Young Company 401(K) Plan$22.6M
    Cedarwood-Young Company · 2023
  2. 2
    Primigenia Optometry Inc. Profit Sharing Plan$1.8M
    Primigenia Optometry Inc. · 2023
  3. 3
    S. Keyser Company 401(K) Plan$716.9K
    S. Keyser Company · 2023
  4. 4
    Cedarwood-Young Company Health And Welfare Plannot reported in the loaded dataset
    Cedarwood-Young Company · 2023
  5. 5
    Upm, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Upm, Inc. · 2023
  6. 6
    Good Health, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Good Health, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Baldwin Park, CA?
6 plan(s) reported by 5 sponsor(s) are loaded for Baldwin Park, CA.

Related Form 5500 pages