Plan5500

Fresno, 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, Fresno, CA has 321 loaded benefit plan(s) reported by 229 plan sponsor(s), with $3,799,517,400 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
321
Plan sponsors
229
Latest filing year
2023

What stands out in Fresno

  • 321 loaded plans hold $3.8B in reported assets across 229 sponsors.
  • The largest, Community Hospitals Of Central California Tax Sheltered Annuity Plan, holds 15% of reported Fresno plan assets.
  • Plans cover 118,914 participants — about 370 per plan.
  • 69% of loaded plans report full Schedule H/I financial statements.
  • 37% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.7BSummed across loaded plans$3,695,636,419
Total reported assets$3.8B$3,799,517,400
Total reported participants118.9K118,914
Total reported liabilities$112.8M$112,848,640

Reported net position

Reported assets = net assets + liabilities (summed)$3.8B total assets
Net assets$3.7BLiabilities$112.8M
Contributions & income
Employer contributions$152.6M
Participant contributions$172M
Total income / additions$861M
Expenses & distributions
Benefits paid / distributions$370.2M
Total expenses$389.4M
Net increase / (decrease)$471.6M

Data coverage

Plans with financial statements222 / 321 (69%)
Plans with provider compensation119 / 321 (37%)

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

Fresno market comparison

Largest plan share of assets15%Community Hospitals Of Central California Tax Sheltered Annuity Plan
Participants per plan370Average across loaded plans
Plan sponsors229
Ranked by reported assets

Largest loaded plans in Fresno

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

  1. 1
    Community Hospitals Of Central California Tax Sheltered Annuity Plan$556.9M
    Community Hospitals Of Central California · 2023
  2. 2
    Community Hospitals Of Central California Pension Plan$266.6M
    Community Hospitals Of Central California · 2023
  3. 3
    Ibew Local No. 100 Pension Plan$185.4M
    Board Of Trustees, Ibew Local No. 100 Pension Plan · 2023
  4. 4
    Central California Faculty Medical Group, Inc. 401(K) Profit Sharing Plan$181.9M
    Central California Faculty Medical Group, Inc. · 2023
  5. 5
    Olam America Employee Savings Plan$149.3M
    Olam Americas, Inc. · 2023
  6. 6
    Ibew Local #952 Ventura Division Of La County Chapter Neca Pension Trust Fund$118.4M
    Board Of Trustees, Ibew Local 952 Ventura Division · 2023
  7. 7
    Mccormick Barstow 401(K) Retirement Plan$100.6M
    Mccormick, Barstow, Sheppard, Wayte & Carruth, Llp · 2023
  8. 8
    The Lyles Group 401(K) Employee Stock Ownership Plan And Trust$100.3M
    Lyles Diversified, Inc. · 2023
  9. 9
    Educational Employees Credit Union 401(K) Plan$83.1M
    Educational Employees Credit Union · 2023
  10. 10
    Howe Electric Construction, Inc. Employee Stock Ownership Plan And Trust$76.8M
    Howe Electric Construction, Inc. · 2023
  11. 11
    Producers Dairy Foods Inc. 401(K) Profit Sharing Plan$74.2M
    Producers Dairy Foods Inc. · 2023
  12. 12
    Fowler Packing Company Retirement Plan$71.1M
    Fowler Packing Company, Inc. · 2023
  13. 13
    Sunrise Medical 401(K) Plan$68.5M
    Sunrise Medical (Us) LLC · 2023
  14. 14
    Community Medical Imaging 401(K) Profit Sharing Plan$66.6M
    Central Valley Community Medical Imaging · 2023
  15. 15
    Fresno Truck Center Profit Sharing Plan$57.4M
    Fresno Truck Center · 2023
  16. 16
    Healthcomp 401(K) Plan$51.3M
    Healthcomp, LLC · 2023
  17. 17
    Sierra Pacific Orthopaedic Center Medical Group, Inc. 401(K) Profit Sharing Plan$51.1M
    Sierra Pacific Orthopaedic Center Medical Group, Inc. · 2023
  18. 18
    Fresno Pacific University Dc Retirement Plan$49.7M
    Fresno Pacific University · 2023
  19. 19
    Lyons Magnus Employees' Retirement Savings Plan$49.7M
    Lyons Magnus, LLC · 2023
  20. 20
    Sun-Maid Growers Of California Employee Retirement Savings Plan$48.6M
    Sun-Maid Growers Of California · 2023
  21. 21
    Lozano Smith 401(K) Profit Sharing Plan$41.4M
    Lozano Smith Llp · 2023
  22. 22
    Pediatric Anesthesia Associates Medical Group, Inc. 401(K) Profit Sharing Plan$36.7M
    Pediatric Anesthesia Associates Medical Group, Inc. · 2023
  23. 23
    American Ambulance 401(K) Retirement Plan$35.4M
    Kwph Enterprises Dba American Ambulance · 2023
  24. 24
    United Health Centers Of The San Joaquin Valley, Inc. 401(K) Profit Sharing Plan$34.1M
    United Health Centers Of The San Joaquin Valley · 2023
  25. 25
    Kimberlite Corporation Employee Stock Ownership Plan$33.4M
    Kimberlite Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Fresno, CA?
321 plan(s) reported by 229 sponsor(s) are loaded for Fresno, CA.

Related Form 5500 pages