Plan5500

Dana Point, 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, Dana Point, CA has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $8,563,607 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
6
Latest filing year
2023

What stands out in Dana Point

  • 6 loaded plans hold $8.6M in reported assets across 6 sponsors.
  • The largest, Newport Coast Plastic Surgery, Amc Defined Benefit Pension Plan, holds 48% of reported Dana Point plan assets.
  • Plans cover 203 participants — about 34 per plan.
  • 83% 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$7.5MSummed across loaded plans$7,507,165
Total reported assets$8.6M$8,563,607
Total reported participants203
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.6M total assets
Net assets$7.5MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$2.5K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$482.9K

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation0 / 6 ()

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

Dana Point market comparison

Largest plan share of assets48%Newport Coast Plastic Surgery, Amc Defined Benefit Pension Plan
Participants per plan34Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Dana Point

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

  1. 1
    Newport Coast Plastic Surgery, Amc Defined Benefit Pension Plan$4.1M
    Newport Coast Plastic Surgery, Amc · 2023
  2. 2
    Law Office Of Craig S. Walkon Single K$1.8M
    Law Office Of Craig S. Walkon, P.C. · 2023
  3. 3
    Thrive Society, Inc. 401(K) Profit Sharing Plan$1.3M
    Thrive Society, Inc. · 2023
  4. 4
    Orange Coast Dermatology, Inc. Defined Benefit Pension Plan$1.1M
    Orange Coast Dermatology, Inc. · 2023
  5. 5
    Super-Moen Inc. Retirement Plan$398.6K
    Super-Moen Inc. · 2023
  6. 6
    Optivest Properties Welfare Benefit Plannot reported in the loaded dataset
    Optivest Properties LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Dana Point, CA?
6 plan(s) reported by 6 sponsor(s) are loaded for Dana Point, CA.

Related Form 5500 pages