Elk Grove, 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, Elk Grove, CA has 31 loaded benefit plan(s) reported by 26 plan sponsor(s), with $59,346,667 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
31
Plan sponsors
26
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$59.3MSummed across loaded plans$59,340,466
Total reported assets$59.3M$59,346,667
Total reported participants7.5K7,508
Total reported liabilities$6.2K$6,201

Reported net position

Reported assets = net assets + liabilities (summed)$59.3M total assets
Net assets$59.3MLiabilities$6.2K
Contributions & income
Employer contributions$1.9M
Participant contributions$8.3M
Total income / additions$20.2M
Expenses & distributions
Benefits paid / distributions$17.9M
Total expenses$18.4M
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements25 / 31 (81%)
Plans with provider compensation6 / 31 (19%)

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

Elk Grove market comparison

Largest plan share of assets25%Paul Snider Enterprises Profit Sharing Plan And Trust
Participants per plan242Average across loaded plans
Plan sponsors26
Ranked by reported assets

Largest loaded plans in Elk Grove

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

  1. 1
  2. 2
    California Northstate University LLC · 2023
  3. 3
    Sacramento Motorcars, LLC · 2023
  4. 4
    Wilton Rancheria Gaming · 2023
  5. 5
    Point Quest Inc. 401(K) Plan & Trust · 2023
  6. 6
    F.Radich Motors, Inc. · 2023
  7. 7
    Woolard Enterprises, Inc. · 2023
  8. 8
    Conference Of Western Attorneys General · 2023
  9. 9
  10. 10
    Global Packaging And Design Inc. · 2023
  11. 11
    Bearko Investments · 2023
  12. 12
    Sheldon Heights Holdings Corp. · 2023
  13. 13
    Valensin Vineyard & Winery · 2023
  14. 14
  15. 15
    Energy2go, Inc. · 2023
  16. 16
    1st Source Network, Inc. · 2023
  17. 17
    Aumakua Ventures Incorporated · 2023
  18. 18
    Kuncho Inc · 2023
  19. 19
    Shea'S Monkey Business, Inc. · 2023
  20. 20
  21. 21
    Getz Fit Bj Corp. · 2023
  22. 22
    Zarazophiya Enterprises · 2023
  23. 23
  24. 24
    Official Pest Prevention, Inc. · 2023
  25. 25
    Wesley B. Lasher Investment Corp. · 2023

Related Form 5500 pages