Carmichael, 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, Carmichael, CA has 14 loaded benefit plan(s) reported by 10 plan sponsor(s), with $90,970,516 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
10
Latest filing year
2023

What stands out in Carmichael

  • 14 loaded plans hold $91M in reported assets across 10 sponsors.
  • The largest, Eskaton Retirement Plan, holds 29% of reported Carmichael plan assets.
  • Plans cover 7,443 participants — about 532 per plan.
  • 79% of loaded plans report full Schedule H/I financial statements.
  • 36% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$90.4MSummed across loaded plans$90,354,162
Total reported assets$91M$90,970,516
Total reported participants7.4K7,443
Total reported liabilities$616.4K$616,354

Reported net position

Reported assets = net assets + liabilities (summed)$91M total assets
Net assets$90.4MLiabilities$616.4K
Contributions & income
Employer contributions$4.5M
Participant contributions$3.6M
Total income / additions$20.7M
Expenses & distributions
Benefits paid / distributions$12.5M
Total expenses$14.3M
Net increase / (decrease)$6.4M

Data coverage

Plans with financial statements11 / 14 (79%)
Plans with provider compensation5 / 14 (36%)

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

Carmichael market comparison

Largest plan share of assets29%Eskaton Retirement Plan
Participants per plan532Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in Carmichael

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

  1. 1
    Eskaton Properties, Inc. · 2023
  2. 2
    Jesuit High School Of Sacramento · 2023
  3. 3
    Sierra Hematology & Oncology Medical Center Apc · 2023
  4. 4
    Sierra National Construction, Inc. · 2023
  5. 5
    Ritchie Wong M.D., Inc. · 2023
  6. 6
    California State Firefighters' Employee Welfare Benefits Corporation · 2023
  7. 7
    Eskaton Properties, Inc. · 2023
  8. 8
    Salveo Home Care · 2023
  9. 9
    Royal California Services Corporation · 2023
  10. 10
    Sierra National Construction · 2023
  11. 11
    Sprinkler Service And Supply, Inc. · 2023
  12. 12
    California Montessori Project Welfare Benefits Plannot reported in the loaded dataset
    California Montessori Project · 2023
  13. 13
    Jesuit High School Of Sacramento · 2023
  14. 14
    Eskaton Health Plannot reported in the loaded dataset
    Eskaton Properties, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Carmichael, CA?
14 plan(s) reported by 10 sponsor(s) are loaded for Carmichael, CA.

Related Form 5500 pages