Plan5500

Fair Oaks, 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, Fair Oaks, CA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $5,376,161 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Fair Oaks

  • 5 loaded plans hold $5.4M in reported assets across 5 sponsors.
  • The largest, Clutch 401(K) Plan, holds 46% of reported Fair Oaks plan assets.
  • Plans cover 203 participants — about 41 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.4MSummed across loaded plans$5,376,161
Total reported assets$5.4M$5,376,161
Total reported participants203
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.4M total assets
Net assets$5.4MLiabilities$0
Contributions & income
Employer contributions$144.1K
Participant contributions$1.1M
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$264K
Total expenses$346.1K
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fair Oaks, 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

Fair Oaks market comparison

Largest plan share of assets46%Clutch 401(K) Plan
Participants per plan41Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Fair Oaks

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

  1. 1
    Clutch 401(K) Plan$2.5M
    Clutch · 2023
  2. 2
    Software Contract Solutions, Inc. 401(K) Profit Sharing Plan$1.4M
    Software Contract Solutions, Inc. · 2023
  3. 3
    Credence Corporation 401(K) Plan$963.7K
    Credence Corporation · 2023
  4. 4
    Clean Home Living Retirement Plan$402.8K
    Clean Home Living · 2023
  5. 5
    Gcgu Inc. Profit Sharing Plan$94.8K
    Gcgu Inc. · 2023

Largest plans in Fair Oaks → · Fair Oaks plans by participants → · Fair Oaks plans with financial data → · Fair Oaks plans with provider compensation → · $1B+ plans in Fair Oaks →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Fair Oaks, CA?
5 plan(s) reported by 5 sponsor(s) are loaded for Fair Oaks, CA.

Related Form 5500 pages