Fairfield, 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, Fairfield, CA has 55 loaded benefit plan(s) reported by 39 plan sponsor(s), with $849,248,359 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
55
Plan sponsors
39
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$849,248,359
Total reported liabilities (EOY)
$2,504,736
Total reported net assets (EOY)
$846,636,475

Contributions & income

Employer contributions
$21,494,600
Participant contributions
$38,623,758
Total income / additions
$164,490,725

Expenses & distributions

Benefits paid / distributions
$68,651,801
Total expenses
$71,173,880
Net increase / (decrease)
$93,316,845

Coverage

Total reported participants
18,853
Plans with financial statements
34
Plans with provider compensation
17

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

Largest loaded plans in Fairfield, CA
PlanSponsorReported assets (EOY)Year
Northbay Healthcare 403(B) Retirement PlanNorthbay Healthcare Corporation$454,474,2152023
Westamerica Bancorporation Tax Deferred Savings/ Retirement Plan (Esop)Westamerica Bancorporation$61,362,6472023
Jelly Belly Candy Company 401(K) And Profit Sharing PlanJelly Belly Candy Company$52,220,7812023
Allied Exhaust Systems, Inc. Employee Stock Ownership PlanAllied Exhaust Systems, Inc.$39,169,0992023
Geovera Holdings, Inc. 401(K) PlanGeovera Holdings, Inc.$38,420,7202023
Westamerica Bancorporation Tax-Deferred Profit Sharing PlanWestamerica Bancorporation$32,742,2922023
East Bay Tire Co. 401(K) Profit Sharing PlanEast Bay Tire Company$18,959,6992023
Saxco International, LLC Savings And Investment PlanSaxco International, LLC$18,578,4112023
B.R. Funsten & Company, Inc 401(K) Profit Sharing PlanB.R. Funsten & Company, Inc.$17,580,4432023
S & S Tool And Supply Company 401(K) PlanS & S Tool And Supply Company$17,066,1012023
Hanlees Dealer Group 401(K) PlanDohan Inc.$14,966,2202023
Paradise Valley Estates 401(K) Retirement PlanNorthern California Retired Officers Community$13,489,8562023
Calbee America, Inc. 401(K) Savings PlanCalbee America, Inc.$13,420,4582023
Mcnaughton Newspapers 401(K) PlanMcnaughton Newspapers, Inc.$10,858,4122023
Medic Ambulance Service, Inc. 401(K) Profit Sharing Plan & TrustMedic Ambulance Service, Inc.$8,825,8342023
Vero Foods, LLC/Courage Productions,LLC 401(K) PlanVero Foods, LLC$7,169,2202023
Pool Covers, Inc. Employee Stock Ownership TrustPool Covers, Inc.$5,913,0882023
Primal Pet Foods, Inc. 401(K) Profit Sharing Plan & TrustPrimal Pet Foods, Inc.$4,982,1322023
Abco Laboratories, Inc. 401(K) Savings PlanAbco Laboratories, Inc.$4,889,0762023
Allied Exhaust Systems, Inc. 401(K) Profit Sharing PlanAllied Exhaust Systems, Inc.$4,584,2582023
Artmond Louie, D.D.S., Inc. Cash Balance Pension PlanArtmond Louie, D.D.S., Inc.$2,743,1542023
Wells, Call, Clark, Bennett & Clawson A Pc 401(K) Profit Sharing PlanWells Call A Professional Corporation$2,676,5922023
Pdf Designs, Inc. Profit Sharing PlanPdf Designs, Inc.$1,827,8532023
Braaksma Venture Investments Enterprise, Inc. 401(K) PlanBraaksma Venture Investments Enterprise, Inc.$951,7862023
Cmw Properties Inc. 401(K) PlanCmw Properties Inc.$469,7622023

Related Form 5500 pages