How many Form 5500 benefit plans are loaded for Calexico, CA?

1 plan(s) reported by 1 sponsor(s) are loaded for Calexico, CA.

Calexico, 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, Calexico, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $639 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Calexico

1 loaded plans hold $639 in reported assets across 1 sponsors.
The largest, Southwest Brokerage Company 401(K) Profit Sharing Plan & Trust, holds 100% of reported Calexico plan assets.
Plans cover 5 participants — about 5 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$639Summed across loaded plans

Total reported assets$639

Total reported participants5

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$639 total assets

Net assets$639Liabilities$0

Contributions & income

Employer contributions$168

Participant contributions$348

Total income / additions$639

Expenses & distributions

Benefits paid / distributions$0

Total expenses$0

Net increase / (decrease)$639

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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

Calexico market comparison

Largest plan share of assets100%Southwest Brokerage Company 401(K) Profit Sharing Plan & Trust

Participants per plan5Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Calexico

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

1
Southwest Brokerage Company 401(K) Profit Sharing Plan & Trust$639
Southwest Brokerage Company · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Calexico, CA?: 1 plan(s) reported by 1 sponsor(s) are loaded for Calexico, CA.