Plan5500

Coalinga, 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, Coalinga, CA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $37,717,265 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
3
Latest filing year
2023

What stands out in Coalinga

  • 4 loaded plans hold $37.7M in reported assets across 3 sponsors.
  • The largest, Harris Farms Savings And Investment Plan, holds 98% of reported Coalinga plan assets.
  • Plans cover 2,714 participants — about 679 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$37.7MSummed across loaded plans$37,667,904
Total reported assets$37.7M$37,717,265
Total reported participants2.7K2,714
Total reported liabilities$49.4K$49,361

Reported net position

Reported assets = net assets + liabilities (summed)$37.7M total assets
Net assets$37.7MLiabilities$49.4K
Contributions & income
Employer contributions$454.8K
Participant contributions$1.2M
Total income / additions$7.9M
Expenses & distributions
Benefits paid / distributions$4.7M
Total expenses$4.8M
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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

Coalinga market comparison

Largest plan share of assets98%Harris Farms Savings And Investment Plan
Participants per plan679Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Coalinga

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

  1. 1
    Harris Farms Savings And Investment Plan$36.8M
    Harris Farms, Inc. · 2023
  2. 2
    Pleasant Valley Hardware Corp. Profit Sharing Plan$880K
    Pleasant Valley Hardware Corp. · 2023
  3. 3
    Harris Woolf California Almonds, LLC Health And Welfare Benefit Plannot reported in the loaded dataset
    Harris Woolf California Almonds, LLC · 2023
  4. 4
    The Harris Farms Inc. Employee Benefit Plannot reported in the loaded dataset
    The Harris Farms Inc. Employee Benefit Plan · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Coalinga, CA?
4 plan(s) reported by 3 sponsor(s) are loaded for Coalinga, CA.

Related Form 5500 pages