Fountain Valley, 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, Fountain Valley, CA has 53 loaded benefit plan(s) reported by 35 plan sponsor(s), with $3,061,522,518 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
53
Plan sponsors
35
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,061,522,518
Total reported liabilities (EOY)
$106,631,574
Total reported net assets (EOY)
$2,951,055,190

Contributions & income

Employer contributions
$98,943,973
Participant contributions
$104,483,198
Total income / additions
$668,236,966

Expenses & distributions

Benefits paid / distributions
$182,945,605
Total expenses
$189,001,370
Net increase / (decrease)
$479,235,596

Coverage

Total reported participants
36,297
Plans with financial statements
35
Plans with provider compensation
16

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fountain Valley, 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 Fountain Valley, CA
PlanSponsorReported assets (EOY)Year
Memorialcare Retirement PlanMemorial Health Services$1,327,260,0002023
Kingston Retirement Savings PlanKingston Technology Company, Inc.$402,150,8232023
Hyundai Motor America Profit Sharing Retirement PlanHyundai Motor America$292,513,8512023
Memorialcare 401(K) PlanMemorial Health Services$239,264,0002023
Hyundai Motor America Pension PlanHyundai Motor America$218,058,6202023
Memorialcare Medical Group Savings And Retirement PlanMemorialcare Medical Group$138,517,1002023
Spec Services, Inc. 401(K) PlanSpec Services, Inc.$90,700,2292023
Pan-Pacific Holdings Corporation Employee Stock Ownership PlanPan-Pacific Holdings Corporation$67,789,7422023
Hyundai Autoever America 401(K) PlanHyundai Autoever America$67,446,1942023
Mobis Parts America, LLC 401(K) Profit Sharing PlanMobis Parts America, LLC$67,429,0492023
Edinger Medical Group, Inc. 401(K) Profit Sharing PlanEdinger Medical Group, Inc.$29,461,1032023
Surefire, LLC 401(K) PlanSurefire, LLC$19,777,5352023
Av Construction, Inc. Employee Stock Ownership PlanAv Construction, Inc.$15,725,1862023
Pan-Pacific Holdings Corporation Savings Retirement PlanPan-Pacific Holdings Corporation$14,841,9542023
Earth Mechanics, Inc. Profit Sharing PlanEarth Mechanics, Inc.$14,372,6942023
Noritz America Retirement Savings PlanNoritz America Corporation$13,251,7312023
Shock Doctor, Inc. 401(K) Retirement PlanShock Doctor, Inc.$12,186,4662023
Me & My Big Ideas 401(K) PlanMe & My Big Ideas, LLC$6,509,7352023
Philip M. Nisco, Dds, Inc. 401(K) PlanPhilip M. Nisco, Dds, Inc.$4,382,8582023
Interconnect Solutions Company 401(K) Profit Sharing PlanInterconnect Solutions Company$4,253,2902023
Robert Melikian, M.D., A Professional Med. Corp. Profit Sharing PlanRobert Melikian, M.D., A Professional Med. Corp.$4,151,7272023
Coast Label Company 401(K) Savings PlanMoreland Manufacturing, Inc. Dba Coast Label Compa$3,835,7542023
Alex A. Accetta, Cpa & Associates, Inc. Profit Sharing PlanAlex A. Accetta, Cpa & Associates, Inc.$2,026,9912023
Zaretsky Engineering Solutions, Inc. 401(K) PlanZaretsky Engineering Solutions, Inc.$1,983,2102023
Mile Square Golf Course, A Limited Partnership Profit Sharing 401k PlanMile Square Golf Course A Limited$1,415,5292023

Related Form 5500 pages