Davis, 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, Davis, CA has 30 loaded benefit plan(s) reported by 24 plan sponsor(s), with $406,953,653 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 30
- Plan sponsors
- 24
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $406,953,653
- Total reported liabilities (EOY)
- $14,622
- Total reported net assets (EOY)
- $405,974,716
Contributions & income
- Employer contributions
- $11,338,244
- Participant contributions
- $18,134,031
- Total income / additions
- $86,761,770
Expenses & distributions
- Benefits paid / distributions
- $28,012,975
- Total expenses
- $29,107,553
- Net increase / (decrease)
- $57,654,217
Coverage
- Total reported participants
- 9,550
- Plans with financial statements
- 23
- Plans with provider compensation
- 12
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Davis, 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 |
|---|---|---|---|
| Nugget Market, Inc. 401(K) Profit Sharing Plan & Trust | Nugget Market, Inc. | $111,383,954 | 2023 |
| Hm. Clause, Inc. 401 (K) Retirement Plan | Hm.Clause, Inc. | $92,200,061 | 2023 |
| Hm/Fm Retirement Plan | Hm Clause, Inc. | $64,025,870 | 2023 |
| West Yost & Associates Profit Sharing 401(K) Plan | West Yost & Associates, Inc. | $43,393,631 | 2023 |
| Veterinary Information Network, Inc. 401(K) Profit Sharing Plan And Trust | Veterinary Information Network | $20,908,668 | 2023 |
| Far Western Anthropological Research Group Inc 401(K) Profit Sharing Plan | Far Western Anthropological Research Group, Inc. | $20,502,912 | 2023 |
| Pro Farm Group, Inc. 401(K) Plan | Pro Farm Group, Inc. | $12,478,152 | 2023 |
| Tandem Properties 401(K) Plan | Tandem Properties | $9,602,977 | 2023 |
| Digistream Investigations, Inc. 401(K) Profit Sharing Plan & Trust | Digistream Investigations, Inc. | $8,236,318 | 2023 |
| 403(B) Thrift Plan For Employees Of Yolo Hospice, Inc. | Yolo Hospice, Inc. | $3,910,874 | 2023 |
| Doyle Construction, Inc. 401(K) Profit Sharing Plan | Doyle Construction, Inc. | $3,619,337 | 2023 |
| Ich, Inc. Profit Sharing Plan | Ich, Inc. | $3,305,684 | 2023 |
| Nishi Farms, Inc. Profit Sharing Plan | Nishi Farms, Inc. | $2,991,452 | 2023 |
| Thomas Dental Care 401k Profit Sharing Plan | R Bruce Thomas Dds Inc | $2,489,805 | 2023 |
| Forus 401(K) | Davis Food Co-Op | $2,415,306 | 2023 |
| Y Triple C Retirement Plan | Yolo Community Care Continuum | $1,768,962 | 2023 |
| Purves & Associates Insurance 401(K) Profit Sharing Plan & Trust | Purves & Associates Insurance | $1,446,428 | 2023 |
| Golden Arches 401(K) Plan | Golden Arch Enterprises | $964,315 | 2023 |
| Roger L Gambatese Profit-Sharing Plan | Roger L Gambatese | $538,947 | 2023 |
| Yolo Distillers 401(K) Plan | Yolo Distillers | $462,425 | 2023 |
| Hw Pawsitive Ventures Inc. Retirement Plan | Hw Pawsitive Ventures Inc. | $301,130 | 2023 |
| 212 Ventures Corp. 401(K) Profit Sharing Plan | 212 Ventures Corp. | $6,445 | 2023 |
| Communicare Health Centers 403(B) Plan | Communicare Health Centers, Inc. | $0 | 2023 |
| Profarm Group Health And Welfare Plan | Profarm Group, Inc. | not reported in the loaded dataset | 2023 |
| Digistream Investigations, Inc. Welfare Benefit Plan | Digistream Investigations, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Davis → · Davis plans by participants → · Davis plans with financial data → · Davis plans with provider compensation → · $1B+ plans in Davis →
Related Form 5500 pages
- All CA Form 5500 filings
- Nugget Market, Inc. 401(K) Profit Sharing Plan & Trust (plan 002)
- Nugget Market, Inc. — all reported plans
- Hm. Clause, Inc. 401 (K) Retirement Plan (plan 006)
- Hm.Clause, Inc. — all reported plans
- Hm/Fm Retirement Plan (plan 001)
- West Yost & Associates Profit Sharing 401(K) Plan (plan 002)
- West Yost & Associates, Inc. — all reported plans
- Veterinary Information Network, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Veterinary Information Network — all reported plans
- Far Western Anthropological Research Group Inc 401(K) Profit Sharing Plan (plan 001)
- Far Western Anthropological Research Group, Inc. — all reported plans
- Pro Farm Group, Inc. 401(K) Plan (plan 001)
- Pro Farm Group, Inc. — all reported plans
- Tandem Properties 401(K) Plan (plan 001)
- Tandem Properties — all reported plans
- Digistream Investigations, Inc. 401(K) Profit Sharing Plan & Trust (plan 001)
- Digistream Investigations, Inc. — all reported plans
- 403(B) Thrift Plan For Employees Of Yolo Hospice, Inc. (plan 002)
- Yolo Hospice, Inc. — all reported plans
- Doyle Construction, Inc. 401(K) Profit Sharing Plan (plan 002)
- Doyle Construction, Inc. — all reported plans
- Ich, Inc. Profit Sharing Plan (plan 002)
- Ich, Inc. — all reported plans
- Nishi Farms, Inc. Profit Sharing Plan (plan 001)
- Nishi Farms, Inc. — all reported plans
- Thomas Dental Care 401k Profit Sharing Plan (plan 001)
- R Bruce Thomas Dds Inc — all reported plans
- Forus 401(K) (plan 002)
- Davis Food Co-Op — all reported plans
- Methodology
- Data sources