Encino, 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, Encino, CA has 114 loaded benefit plan(s) reported by 94 plan sponsor(s), with $531,615,388 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 114
- Plan sponsors
- 94
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $531,615,388
- Total reported liabilities (EOY)
- $2,257,271
- Total reported net assets (EOY)
- $544,710,755
Contributions & income
- Employer contributions
- $14,647,534
- Participant contributions
- $13,926,849
- Total income / additions
- $97,692,658
Expenses & distributions
- Benefits paid / distributions
- $28,635,068
- Total expenses
- $30,891,868
- Net increase / (decrease)
- $66,800,790
Coverage
- Total reported participants
- 13,036
- Plans with financial statements
- 102
- Plans with provider compensation
- 18
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Encino, 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 Cement Company Master Trust | National Cement Company, Inc. | $55,174,193 | 2023 |
| National Cement Company Salaried Employees Retirement Plan | National Cement Company, Inc. | $32,967,435 | 2023 |
| Concrete Holding Company 401(K) Retirement Plan | Concrete Holding Company Of Califiornia, Inc | $30,579,434 | 2023 |
| Lewitt, Hackman, Shapiro, Marshall & Harlan 401(K) Profit Sharing Plan | Lewitt, Hackman, Shapiro, Marshall & Harlan, A Law Corporation | $26,329,898 | 2023 |
| Ols Hotels & Resorts LLC 401(K) Plan | Ols Hotels & Resorts, LLC | $22,799,848 | 2023 |
| National Ready Mixed Concrete Co. 401(K) Plan | Concrete Holding Company Of California, Inc. | $21,962,579 | 2023 |
| Law Offices Of Pearlman, Brown & Wax, L.L.P. 401(K) Plan | Law Offices Of Pearlman, Brown & Wax, L.L.P. | $20,563,551 | 2023 |
| Alternative Behavior Strategies Retirement Plan | Alternative Behavior Strategies, LLC | $15,216,962 | 2023 |
| National Cement Company Of Alabama Inc. Hourly Pension Plan | National Cement Company Of Alabama Inc. | $13,306,086 | 2023 |
| The Shapiro Group 401(K) Profit Sharing Plan | The Shapiro Group | $13,114,662 | 2023 |
| Provident Title Company 401(K) Profit Sharing Plan & Trust | Provident Title Company | $11,049,059 | 2023 |
| C-R Cousins, Inc. Money Purchase Pension Plan | C-R Cousins, Inc. | $10,976,430 | 2023 |
| National Cement Company Of California, Inc. Pension Plan For Hourly Employees | National Cement Company Of California, Inc. | $9,191,606 | 2023 |
| Clumeck Stern Schenkelberg & Getzoff 401(K) Profit Sharing Plan | Clumeck Stern Schenkelberg & Getzoff | $8,808,262 | 2023 |
| Pediatric Cardiology Medical Associates Of Southern California 401(K) Profit Sharing Plan | Pediatric Cardiology Medical Associates Of Southern California | $8,645,383 | 2023 |
| Speech And Language Pathology Associates, Inc. Employee Stock Ownership Plan | Speech And Language Pathology Associates, Inc. | $8,028,309 | 2023 |
| Fishman, Block & Diamond Profit Sharing 401(K) Plan | Fishman, Block & Diamond, Llp | $8,006,407 | 2023 |
| Jawbone Inc Profit Sharing Plan | Jawbone Inc | $7,969,353 | 2023 |
| Vicasa, Ltd 401 (K) Profit Sharing Plan | Vicasa Limited, Inc. | $7,936,986 | 2023 |
| Zevia Pbc 401(K) And Profit Sharing Plan | Zevia Pbc | $7,858,131 | 2023 |
| Professional Business Associates, Inc. Defined Benefit Pension Plan | Professional Business Associates, Inc. | $7,268,674 | 2023 |
| Cohen And Kaye Dental Corp Profit Sharing Plan | Cohen And Kaye Dental Corp | $7,076,810 | 2023 |
| Hemar, Rousso & Heald, Llp 401(K) Plan | Hemar, Rousso & Heald, Llp | $6,914,137 | 2023 |
| Ok LLC 401(K) Profit Sharing Plan | Ok LLC | $6,763,653 | 2023 |
| Goldman Kurland & Miraglia Llp 401(K) Profit Sharing Plan | Goldman Kurland & Miraglia Llp | $6,482,856 | 2023 |
Largest plans in Encino → · Encino plans by participants → · Encino plans with financial data → · Encino plans with provider compensation → · $1B+ plans in Encino →
Related Form 5500 pages
- All CA Form 5500 filings
- National Cement Company Master Trust (plan 101)
- National Cement Company, Inc. — all reported plans
- National Cement Company Salaried Employees Retirement Plan (plan 004)
- Concrete Holding Company 401(K) Retirement Plan (plan 001)
- Concrete Holding Company Of Califiornia, Inc — all reported plans
- Lewitt, Hackman, Shapiro, Marshall & Harlan 401(K) Profit Sharing Plan (plan 001)
- Lewitt, Hackman, Shapiro, Marshall & Harlan, A Law Corporation — all reported plans
- Ols Hotels & Resorts LLC 401(K) Plan (plan 002)
- Ols Hotels & Resorts, LLC — all reported plans
- National Ready Mixed Concrete Co. 401(K) Plan (plan 010)
- Law Offices Of Pearlman, Brown & Wax, L.L.P. 401(K) Plan (plan 004)
- Law Offices Of Pearlman, Brown & Wax, L.L.P. — all reported plans
- Alternative Behavior Strategies Retirement Plan (plan 001)
- Alternative Behavior Strategies, LLC — all reported plans
- National Cement Company Of Alabama Inc. Hourly Pension Plan (plan 002)
- National Cement Company Of Alabama Inc. — all reported plans
- The Shapiro Group 401(K) Profit Sharing Plan (plan 001)
- The Shapiro Group — all reported plans
- Provident Title Company 401(K) Profit Sharing Plan & Trust (plan 001)
- Provident Title Company — all reported plans
- C-R Cousins, Inc. Money Purchase Pension Plan (plan 002)
- C-R Cousins, Inc. — all reported plans
- National Cement Company Of California, Inc. Pension Plan For Hourly Employees (plan 002)
- National Cement Company Of California, Inc. — all reported plans
- Clumeck Stern Schenkelberg & Getzoff 401(K) Profit Sharing Plan (plan 001)
- Clumeck Stern Schenkelberg & Getzoff — all reported plans
- Pediatric Cardiology Medical Associates Of Southern California 401(K) Profit Sharing Plan (plan 001)
- Pediatric Cardiology Medical Associates Of Southern California — all reported plans
- Methodology
- Data sources