Plan5500

Bloomington, 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, Bloomington, CA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $12,456,854 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
4
Latest filing year
2023

What stands out in Bloomington

  • 4 loaded plans hold $12.5M in reported assets across 4 sponsors.
  • The largest, Nuckles Employee Stock Ownership Plan, holds 33% of reported Bloomington plan assets.
  • Plans cover 305 participants — about 76 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$77.9MSummed across loaded plans-$77,873,508
Total reported assets$12.5M$12,456,854
Total reported participants305
Total reported liabilities$90.3M$90,330,362

Reported net position

Reported assets = net assets + liabilities (summed)$12.5M total assets
Net assets-$77.9MLiabilities$90.3M
Contributions & income
Employer contributions$3.7M
Participant contributions$452.1K
Total income / additions$7.5M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$5.2M
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Bloomington market comparison

Largest plan share of assets33%Nuckles Employee Stock Ownership Plan
Participants per plan76Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Bloomington

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

  1. 1
    Nuckles Employee Stock Ownership Plan$4.1M
    Nuckles Oil Company, Inc. · 2023
  2. 2
    Sam Pievac Company, Inc. 401(K) Profit Sharing Plan$4.1M
    Sam Pievac Company, Inc. · 2023
  3. 3
    Inland Valley Construction Co 401(K) Profit Sharing Plan & Trust$2.5M
    Inland Valley Construction Co · 2023
  4. 4
    Quality Light And Electrical Profit Sharing 401(K) Plan$1.7M
    Quality Light & Electrical · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages