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, Del Mar, CA has 22 loaded benefit plan(s) reported by 20 plan sponsor(s), with $136,549,306 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 22
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $136,549,306
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $137,060,620
Contributions & income
- Employer contributions
- $2,117,308
- Participant contributions
- $3,520,115
- Total income / additions
- $22,483,059
Expenses & distributions
- Benefits paid / distributions
- $10,618,053
- Total expenses
- $11,848,009
- Net increase / (decrease)
- $10,635,050
Coverage
- Total reported participants
- 4,469
- Plans with financial statements
- 18
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| National Service Industries Pension Plan B | Englewood Holdings Corp. (Fka National Service Industries,Inc.)A Ca Co | $47,950,178 | 2023 |
| Del Mar Thoroughbred Club 401(K) Retirement Savings Plan | Del Mar Thoroughbred Club | $32,090,572 | 2023 |
| Salona Global Medical Device Corp. 401(K) Plan | Salona Global Medical Device Corp. | $20,641,605 | 2023 |
| Terra Vista Management, Inc. 401(K) Profit Sharing Plan | Terra Vista Management, Inc. | $9,238,361 | 2023 |
| Abacus Data Systems, Inc. 401(K) Plan | Abacus Data Systems,Inc. | $7,888,945 | 2023 |
| Del Mar Stubbs, Inc. Retirement Savings Plan | Del Mar Stubbs, Inc. | $3,609,849 | 2023 |
| Tarek Hassanein, M.D. 401(K) Profit Sharing Plan | Tarek Hassanein, M.D. | $3,400,160 | 2023 |
| Sandra Dijkstra Literary Agency Profit Sharing Plan | Sandra Dijkstra Literary Agency | $3,238,384 | 2023 |
| Anne Sneed Architectural Interiors Defined Benefit Pension Plan | Anne Sneed Architect, Inc. | $2,205,678 | 2023 |
| Vision Global Event Strategies, Inc. 401(K) Profit Sharing Plan | Vision Global Event Strategies, Inc | $2,023,393 | 2023 |
| Alan Saven Health Care Keogh Plan | Alan Saven | $1,273,603 | 2023 |
| Gsg Capital Advisors Cash Balance Plan | Gsg Capital Advisors | $963,519 | 2023 |
| Mary'S Tack & Feed Employee Stock Ownership Plan | Rancho Trade Incorporated Dba Mary'S Tack & Feed | $826,561 | 2023 |
| Esmerelda, Inc. 401(K) Plan | Esmerelda, Inc. | $513,741 | 2023 |
| Gsg Capital Advisors Profit Sharing Plan | Gsg Capital Advisors | $375,572 | 2023 |
| San Diego Wine Connection Co. 401(K) Plan | San Diego Wine Connection Co. | $130,915 | 2023 |
| Van Der Byl Ventures 401k Profit Sharing Plan | Van Der Byl Ventures | $92,194 | 2023 |
| 137 Management LLC 401(K) Profit Sharing Plan & Trust | 137 Management LLC | $86,076 | 2023 |
| Powur, Pbc Benefit Plan | Powur, Pbc | not reported in the loaded dataset | 2023 |
| Fhr Gdm Hotel Management Company LLC Employee Benefits Plan | Fhr Gdm Hotel Management Company LLC | not reported in the loaded dataset | 2023 |
| Epac Holdings, LLC Health And Welfare Benefit Plan | Epac Holdings, LLC | not reported in the loaded dataset | 2023 |
| Terra Vista Management Inc. Group Insurance | Terra Vista Management, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Del Mar → · Del Mar plans by participants → · Del Mar plans with financial data → · Del Mar plans with provider compensation → · $1B+ plans in Del Mar →
Related Form 5500 pages
- All CA Form 5500 filings
- National Service Industries Pension Plan B (plan 009)
- Englewood Holdings Corp. (Fka National Service Industries,Inc.)A Ca Co — all reported plans
- Del Mar Thoroughbred Club 401(K) Retirement Savings Plan (plan 001)
- Del Mar Thoroughbred Club — all reported plans
- Salona Global Medical Device Corp. 401(K) Plan (plan 002)
- Salona Global Medical Device Corp. — all reported plans
- Terra Vista Management, Inc. 401(K) Profit Sharing Plan (plan 001)
- Terra Vista Management, Inc. — all reported plans
- Abacus Data Systems, Inc. 401(K) Plan (plan 001)
- Abacus Data Systems,Inc. — all reported plans
- Del Mar Stubbs, Inc. Retirement Savings Plan (plan 001)
- Del Mar Stubbs, Inc. — all reported plans
- Tarek Hassanein, M.D. 401(K) Profit Sharing Plan (plan 003)
- Tarek Hassanein, M.D. — all reported plans
- Sandra Dijkstra Literary Agency Profit Sharing Plan (plan 002)
- Sandra Dijkstra Literary Agency — all reported plans
- Anne Sneed Architectural Interiors Defined Benefit Pension Plan (plan 001)
- Anne Sneed Architect, Inc. — all reported plans
- Vision Global Event Strategies, Inc. 401(K) Profit Sharing Plan (plan 001)
- Vision Global Event Strategies, Inc — all reported plans
- Alan Saven Health Care Keogh Plan (plan 001)
- Alan Saven — all reported plans
- Gsg Capital Advisors Cash Balance Plan (plan 001)
- Gsg Capital Advisors — all reported plans
- Mary'S Tack & Feed Employee Stock Ownership Plan (plan 001)
- Rancho Trade Incorporated Dba Mary'S Tack & Feed — all reported plans
- Esmerelda, Inc. 401(K) Plan (plan 001)
- Esmerelda, Inc. — all reported plans
- Gsg Capital Advisors Profit Sharing Plan (plan 002)
- Methodology
- Data sources