Fort Bragg, 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, Fort Bragg, CA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $20,622,722 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Fort Bragg

  • 6 loaded plans hold $20.6M in reported assets across 5 sponsors.
  • The largest, Cypress Holdings, Inc. Salary Deferral Plan, holds 76% of reported Fort Bragg plan assets.
  • Plans cover 517 participants — about 86 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.6MSummed across loaded plans$20,622,722
Total reported assets$20.6M$20,622,722
Total reported participants517
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20.6M total assets
Net assets$20.6MLiabilities$0
Contributions & income
Employer contributions$931.5K
Participant contributions$907.6K
Total income / additions$5.8M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.3M
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation2 / 6 (33%)

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

Fort Bragg market comparison

Largest plan share of assets76%Cypress Holdings, Inc. Salary Deferral Plan
Participants per plan86Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Fort Bragg

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

  1. 1
    Cypress Holdings, Inc. · 2023
  2. 2
    Mendocino Coast Clinics, Inc. · 2023
  3. 3
    Tall Man Brewing, Inc. · 2023
  4. 4
    Mendocino, Inc Sep Iranot reported in the loaded dataset
    Mendocino, Inc · 2023
  5. 5
    Parents & Friends Health & Welfare Benefit Plannot reported in the loaded dataset
    Parents & Friends, Inc. · 2023
  6. 6
    Harvest Market Welfare Benefits Plannot reported in the loaded dataset
    Cypress Holdings, Inc. · 2023

What to inspect next

Frequently asked questions

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

Related Form 5500 pages