Plan5500

Corona Del Mar, 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, Corona Del Mar, CA has 11 loaded benefit plan(s) reported by 11 plan sponsor(s), with $50,895,109 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
11
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$49.6MSummed across loaded plans$49,636,978
Total reported assets$50.9M$50,895,109
Total reported participants28.1K28,092
Total reported liabilities$1.3M$1,258,131

Reported net position

Reported assets = net assets + liabilities (summed)$50.9M total assets
Net assets$49.6MLiabilities$1.3M
Contributions & income
Employer contributions$10.1M
Participant contributions$1.2M
Total income / additions$19.7M
Expenses & distributions
Benefits paid / distributions$14M
Total expenses$14.1M
Net increase / (decrease)$5.6M

Data coverage

Plans with financial statements10 / 11 (91%)
Plans with provider compensation3 / 11 (27%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Corona Del Mar, 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

Corona Del Mar market comparison

Largest plan share of assets42%The Harbor Day School Defined Contribution Retirement Plan
Participants per plan2,554Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Corona Del Mar

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

  1. 1
    The Harbor Day School Defined Contribution Retirement Plan$21.3M
    Harbor Day School · 2023
  2. 2
    Commercial West Brokerage, Inc. 401(K) Profit Sharing Plan$8.8M
    Commericial West Brokerage, Inc. · 2023
  3. 3
    Roger'S Gardens 401(K) Profit Sharing Plan$7.4M
    Roger'S Gardens Newport Beach · 2023
  4. 4
    Providence Property Management, Inc. 401(K) Profit Sharing Plan$5M
    Providence Property Management, Inc. · 2023
  5. 5
    Honey Baked Ham, Inc. Retirement Plan$3.9M
    Honey Baked Ham, Inc. · 2023
  6. 6
    Phillips Adr Enterprises, P.C. 401(K) Plan$2.4M
    Phillips Adr Enterprises, P.C. · 2023
  7. 7
    Beneficial Employees Security Trust Of Utah$1.2M
    Best Of Utah · 2023
  8. 8
    The Consumer Compass Inc 401k$813.1K
    The Consumer Compass, Inc. · 2023
  9. 9
    Intelligent Content Solutions, LLC 401(K) Plan$109K
    Intelligent Content Solutions, LLC · 2023
  10. 10
    Green Machine Smog Enterprises, Inc. 401(K) Plan$0
    Green Machine Smog Enterprises, Inc. · 2023
  11. 11
    Tebra Technologies, Inc. Health And Welfare Plannot reported in the loaded dataset
    Tebra Technologies, Inc. · 2023

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

Related Form 5500 pages