Plan5500

Calimesa, 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, Calimesa, CA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $529,568 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Calimesa

  • 2 loaded plans hold $529.6K in reported assets across 2 sponsors.
  • The largest, South Mesa Water Company Amended And Restated Money Purchase Plan, holds 57% of reported Calimesa plan assets.
  • Plans cover 8 participants — about 4 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$529.6KSummed across loaded plans$529,568
Total reported assets$529.6K$529,568
Total reported participants8
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$529.6K total assets
Net assets$529.6KLiabilities—
Contributions & income
Total income / additions$242.6K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$50
Net increase / (decrease)$242.6K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Calimesa market comparison

Largest plan share of assets57%South Mesa Water Company Amended And Restated Money Purchase Plan
Participants per plan4Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Calimesa

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

  1. 1
    South Mesa Water Company Amended And Restated Money Purchase Plan$299.4K
    South Mesa Water Company · 2023
  2. 2
    Srei 401k$230.2K
    Smith Real Estate Investments Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages