Carpinteria, 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, Carpinteria, CA has 25 loaded benefit plan(s) reported by 14 plan sponsor(s), with $457,105,020 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 25
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $457,105,020
- Total reported liabilities (EOY)
- $614,496
- Total reported net assets (EOY)
- $456,490,524
Contributions & income
- Employer contributions
- $22,699,563
- Participant contributions
- $46,408,054
- Total income / additions
- $153,155,640
Expenses & distributions
- Benefits paid / distributions
- $29,593,947
- Total expenses
- $30,216,832
- Net increase / (decrease)
- $122,938,808
Coverage
- Total reported participants
- 11,221
- Plans with financial statements
- 14
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Carpinteria, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Procore Technologies Retirement Plan | Procore Technologies, Inc. | $258,959,140 | 2023 |
| Doxa Insurance Holdings, LLC 401(K) Plan | Doxa Insurance Holdings, LLC | $39,873,024 | 2023 |
| Tiaa-Cref Retirement Plan For Employees Of Cate School | Cate School | $37,836,574 | 2023 |
| Planmember Services Corporation 401(K) Plan | Planmember Services Corporation | $30,869,673 | 2023 |
| Bega North America, Inc. Salary Savings Plan | Bega North America, Inc. | $26,375,320 | 2023 |
| Cate School Corporation Profit Sharing Plan | Cate School Corporation | $19,001,313 | 2023 |
| Pacifica Graduate Institute 401(K) Plan | Santa Barbara Graduate School, Inc. Dba Pacifica Graduate Institute | $15,705,767 | 2023 |
| Pacifica Graduate Institute Employees' Retirement Plan | Pacifica Graduate Institute | $11,854,065 | 2023 |
| Westerlay Orchids, L.P. 401(K) Plan | Westerlay Orchids, L.P. | $5,144,951 | 2023 |
| Hollandia Produce, LLC 401(K) Profit Sharing Plan | Hollandia Produce, LLC | $5,131,522 | 2023 |
| Coastal Blooms Nursery 401(K) Plan | Coastal Blooms Nursery, LLC | $2,746,641 | 2023 |
| Hollandia Produce Group, Inc. Profit Sharing Plan | Hollandia Produce Group, Inc. | $1,702,179 | 2023 |
| South Coast Industries Inc 401(K) Profit Sharing Plan & Trust | South Coast Industries Inc | $1,398,095 | 2023 |
| Esn Group Inc 401(K) Profit Sharing Plan & Trust | Esn Group Inc | $506,756 | 2023 |
| Hollandia Produce Employee Welfare Benefits Plan | Hollandia Produce, Lp | not reported in the loaded dataset | 2023 |
| Procore Technologies Health And Welfare Benefit Plan | Procore Technologies, Inc. | not reported in the loaded dataset | 2023 |
| Westerlay Orchids, Lp Health & Welfare Benefit Plan | Westerlay Orchids, Lp | not reported in the loaded dataset | 2023 |
| Pacifica Graduate Institute Health & Welfare Plan | Pacifica Graduate Institute | not reported in the loaded dataset | 2023 |
| Agia Inc Flexible Benefits Plan | A.G.I.A., Inc. | not reported in the loaded dataset | 2023 |
| A.G.I.A, Inc. Welfare Benefit Plan (Medical) | A.G.I.A., Inc. | not reported in the loaded dataset | 2023 |
| A.G.I.A. Inc. Welfare Benefit Plan (Long Term Disability) | A.G.I.A., Inc. | not reported in the loaded dataset | 2023 |
| A.G.I.A., Inc. Group Travel Accident Policy | A.G.I.A., Inc. | not reported in the loaded dataset | 2023 |
| A.G.I.A. Inc. Dental Plan | A.G.I.A., Inc. | not reported in the loaded dataset | 2023 |
| A.G.I.A. Inc. Vision Plan | A.G.I.A., Inc. | not reported in the loaded dataset | 2023 |
| Momentum Work, Inc. Welfare Benefits Plan | Momentum Work, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Carpinteria → · Carpinteria plans by participants → · Carpinteria plans with financial data → · Carpinteria plans with provider compensation → · $1B+ plans in Carpinteria →
Related Form 5500 pages
- All CA Form 5500 filings
- Procore Technologies Retirement Plan (plan 001)
- Procore Technologies, Inc. — all reported plans
- Doxa Insurance Holdings, LLC 401(K) Plan (plan 002)
- Doxa Insurance Holdings, LLC — all reported plans
- Tiaa-Cref Retirement Plan For Employees Of Cate School (plan 001)
- Cate School — all reported plans
- Planmember Services Corporation 401(K) Plan (plan 001)
- Planmember Services Corporation — all reported plans
- Bega North America, Inc. Salary Savings Plan (plan 001)
- Bega North America, Inc. — all reported plans
- Cate School Corporation Profit Sharing Plan (plan 002)
- Pacifica Graduate Institute 401(K) Plan (plan 001)
- Santa Barbara Graduate School, Inc. Dba Pacifica Graduate Institute — all reported plans
- Pacifica Graduate Institute Employees' Retirement Plan (plan 002)
- Westerlay Orchids, L.P. 401(K) Plan (plan 001)
- Westerlay Orchids, L.P. — all reported plans
- Hollandia Produce, LLC 401(K) Profit Sharing Plan (plan 002)
- Hollandia Produce, LLC — all reported plans
- Coastal Blooms Nursery 401(K) Plan (plan 001)
- Coastal Blooms Nursery, LLC — all reported plans
- Hollandia Produce Group, Inc. Profit Sharing Plan (plan 001)
- Hollandia Produce Group, Inc. — all reported plans
- South Coast Industries Inc 401(K) Profit Sharing Plan & Trust (plan 002)
- South Coast Industries Inc — all reported plans
- Esn Group Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Esn Group Inc — all reported plans
- Hollandia Produce Employee Welfare Benefits Plan (plan 501)
- Methodology
- Data sources