Plan5500

Fairfax, 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, Fairfax, CA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $8,273,903 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Fairfax

  • 4 loaded plans hold $8.3M in reported assets across 4 sponsors.
  • The largest, Fairfax Building Supply, Inc. Employee Stock Ownership Plan, holds 49% of reported Fairfax plan assets.
  • Plans cover 638 participants — about 160 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.3MSummed across loaded plans$8,268,943
Total reported assets$8.3M$8,273,903
Total reported participants638
Total reported liabilities$5K$4,960

Reported net position

Reported assets = net assets + liabilities (summed)$8.3M total assets
Net assets$8.3MLiabilities$5K
Contributions & income
Employer contributions$234.9K
Participant contributions$685.6K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$575.7K
Total expenses$593.5K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Fairfax market comparison

Largest plan share of assets49%Fairfax Building Supply, Inc. Employee Stock Ownership Plan
Participants per plan160Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Fairfax

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

  1. 1
    Fairfax Building Supply, Inc. Employee Stock Ownership Plan$4M
    Fairfax Building Supply, Inc. · 2023
  2. 2
    Roi Dna Inc 401(K) Plan$4M
    Roi Dna Inc · 2023
  3. 3
    Triplevex Corporation 401(K) Plan$269.8K
    Triplevex Corporation · 2023
  4. 4
    Good Earth Natural Foods, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Good Earth Natural Foods, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Fairfax, CA?
4 plan(s) reported by 4 sponsor(s) are loaded for Fairfax, CA.

Related Form 5500 pages