Encinitas, 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, Encinitas, CA has 34 loaded benefit plan(s) reported by 27 plan sponsor(s), with $198,381,144 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 34
- Plan sponsors
- 27
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $198,381,144
- Total reported liabilities (EOY)
- $14,326,644
- Total reported net assets (EOY)
- $184,054,500
Contributions & income
- Employer contributions
- $14,416,351
- Participant contributions
- $17,906,485
- Total income / additions
- $61,847,173
Expenses & distributions
- Benefits paid / distributions
- $18,206,209
- Total expenses
- $19,649,333
- Net increase / (decrease)
- $42,197,840
Coverage
- Total reported participants
- 7,606
- Plans with financial statements
- 27
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Encinitas, 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 |
|---|---|---|---|
| Dudek 401(K) Plan | Dudek | $77,062,172 | 2023 |
| Dudek Employee Stock Ownership Plan | Dudek | $43,388,530 | 2023 |
| Manna Development Group, LLC 401(K) Plan | Manna Development Group, LLC | $14,612,166 | 2023 |
| Victoria U.S. Holdings 401(K) Plan | Cali Bamboo, LLC | $14,508,252 | 2023 |
| Flock Freight, Inc. Retirement Trust | Flock Freight Inc. | $13,495,961 | 2023 |
| Sequoia Consulting Group 401(K) | Sequoia Consulting Group | $9,234,246 | 2023 |
| San Diego Hebrew Homes 403b Plan | San Diego Hebrew Homes | $9,178,079 | 2023 |
| Sun Bum LLC 401(K) Plan | Sun Bum LLC | $4,677,481 | 2023 |
| Elpx 401(K) Savings Plan | Elpx LLC | $3,128,050 | 2023 |
| Heller Real Estate Group, Inc. Profit Sharing Plan | Heller Real Estate Group, Inc. | $2,426,952 | 2023 |
| Tiny Pyro Productions Inc Defined Benefit Pension Plan | Tiny Pyro Productions Inc | $2,088,656 | 2023 |
| Trio Home Health Care Of San Diego, Inc. 401(K) Plan | Trio Home Health Care Of San Diego, Inc. | $1,118,172 | 2023 |
| Tiny Pyro Productions Inc Profit Sharing Plan | Tiny Pyro Productions Inc | $907,560 | 2023 |
| Polly Rogers Inc 401k Profit Sharing Plan | Polly Rogers Inc | $451,787 | 2023 |
| Whole Life Home Health Care, Inc. 401(K) Plan | Whole Life Home Health Care, Inc. | $441,156 | 2023 |
| Gps Ventures Retirement Plan | Gps Ventures, Inc. | $417,086 | 2023 |
| Dudek Employee Health And Welfare Plan | Dudek | $326,512 | 2023 |
| My Solo 401k Financial LLC 401k | My Solo 4o1k Financial LLC | $236,163 | 2023 |
| Loudchannel Corp 401(K) Plan | Loudchannel Corp | $190,830 | 2023 |
| North County Blind Company, Inc. 401(K) Plan | Oasis Interiors Inc. Dba North County Blinds | $121,237 | 2023 |
| Rocketship Enterprises, Inc. 401(K) Plan | Rocketship Enterprises, Inc. | $117,231 | 2023 |
| Rlt, Inc 401(K) Plan | Rlt, Inc | $76,113 | 2023 |
| Pink Sofa, Inc. 401k Profit Sharing Plan | Pink Sofa, Inc. | $74,682 | 2023 |
| H-Bax Inc. Retirement Plan | H-Bax Inc. | $60,033 | 2023 |
| Aspira Property Management, Inc. 401k Profit Sharing Plan | Aspira Property Management, Inc. | $41,040 | 2023 |
Largest plans in Encinitas → · Encinitas plans by participants → · Encinitas plans with financial data → · Encinitas plans with provider compensation → · $1B+ plans in Encinitas →
Related Form 5500 pages
- All CA Form 5500 filings
- Dudek 401(K) Plan (plan 001)
- Dudek — all reported plans
- Dudek Employee Stock Ownership Plan (plan 002)
- Manna Development Group, LLC 401(K) Plan (plan 001)
- Manna Development Group, LLC — all reported plans
- Victoria U.S. Holdings 401(K) Plan (plan 001)
- Cali Bamboo, LLC — all reported plans
- Flock Freight, Inc. Retirement Trust (plan 001)
- Flock Freight Inc. — all reported plans
- Sequoia Consulting Group 401(K) (plan 001)
- Sequoia Consulting Group — all reported plans
- San Diego Hebrew Homes 403b Plan (plan 002)
- San Diego Hebrew Homes — all reported plans
- Sun Bum LLC 401(K) Plan (plan 001)
- Sun Bum LLC — all reported plans
- Elpx 401(K) Savings Plan (plan 001)
- Elpx LLC — all reported plans
- Heller Real Estate Group, Inc. Profit Sharing Plan (plan 002)
- Heller Real Estate Group, Inc. — all reported plans
- Tiny Pyro Productions Inc Defined Benefit Pension Plan (plan 003)
- Tiny Pyro Productions Inc — all reported plans
- Trio Home Health Care Of San Diego, Inc. 401(K) Plan (plan 001)
- Trio Home Health Care Of San Diego, Inc. — all reported plans
- Tiny Pyro Productions Inc Profit Sharing Plan (plan 002)
- Polly Rogers Inc 401k Profit Sharing Plan (plan 001)
- Polly Rogers Inc — all reported plans
- Whole Life Home Health Care, Inc. 401(K) Plan (plan 001)
- Whole Life Home Health Care, Inc. — all reported plans
- Methodology
- Data sources