Fullerton, 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, Fullerton, CA has 66 loaded benefit plan(s) reported by 50 plan sponsor(s), with $406,066,701 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 66
- Plan sponsors
- 50
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $406,066,701
- Total reported liabilities (EOY)
- $26,451,349
- Total reported net assets (EOY)
- $379,568,837
Contributions & income
- Employer contributions
- $19,505,000
- Participant contributions
- $19,051,575
- Total income / additions
- $67,428,971
Expenses & distributions
- Benefits paid / distributions
- $39,577,731
- Total expenses
- $41,741,188
- Net increase / (decrease)
- $25,687,783
Coverage
- Total reported participants
- 13,228
- Plans with financial statements
- 48
- Plans with provider compensation
- 22
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fullerton, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Hydraflow Profit Sharing Plan | Hydraflow | $51,239,113 | 2023 |
| Sasco & Affiliates Retirement Plan | Electek | $36,060,463 | 2023 |
| Professional Plastics, Inc. 401(K) & Profit Sharing Plan | Professional Plastics, Inc. | $33,335,188 | 2023 |
| Mbku 401(A) Retirement Plan | Marshall B. Ketchum University | $26,614,809 | 2023 |
| A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan | A.J. Kirkwood & Associates, Inc. | $23,755,997 | 2023 |
| The Navco Retirement Savings Plan | North American Video Corportion | $22,788,290 | 2023 |
| Mbku 403(B) Voluntary Retirement Plan | Marshall B. Ketchum University | $20,252,449 | 2023 |
| Vista Paint Corporation 401k Salary Savings Plan | Vista Paint Corporation | $18,456,794 | 2023 |
| Hidden Villa Ranch Salary Savings Plan | Hidden Villa Ranch | $17,657,886 | 2023 |
| Michael Sullivan & Associates 401(K) Profit Sharing Plan | Michael Sullivan & Associates | $13,722,166 | 2023 |
| North American Video Corporation Employee Stock Ownership Plan | North American Video Corporation | $12,470,002 | 2023 |
| C & L Refrigeration Co. 401(K) Retirement Plan | C & L Refrigeration Corporation | $11,875,935 | 2023 |
| Pete'S Road Service, Inc. 401(K) Profit Sharing Plan | Pete'S Road Service, Inc. | $11,472,772 | 2023 |
| Florence Crittenton Services 403(B) Plan | Florence Crittenton Services Of Orange County | $11,165,691 | 2023 |
| Yang'S Pension Consulting, Inc. 401(K) Profit Sharing Plan | Yangs Pension Consulting, Inc. | $11,102,438 | 2023 |
| Therapy For Kids, Inc. 401(K) Savings & Investment Plan | Therapy For Kids, Inc. | $8,257,005 | 2023 |
| Pulmuone Foods Usa, Inc. Retirement Benefit Plan | Pulmuone Foods Usa, Inc. | $8,094,671 | 2023 |
| Label-Aire 401(K) Retirement And Savings Plan | Label-Aire, Inc. | $6,958,165 | 2023 |
| Fullerton Glass Co. Employee Stock Ownership Plan | Fullerton Glass Co. | $6,930,000 | 2023 |
| John D. Zdral, M.D., Inc. 401(K) Profit Sharing Plan | John D. Zdral, M.D., Inc. Dba Fullerton Eye Institute | $6,699,100 | 2023 |
| Mckenna Labs, Inc. 401(K) Profit Sharing Plan | Mckenna Labs, Inc. | $5,154,065 | 2023 |
| Assoc Students Csuf Post-Retirement Employee Benefit Trust | Associated Students California | $5,150,770 | 2023 |
| St. Jude Neighborhood Health Centers 401(K) Profit Sharing Plan | St. Jude Neighborhood Health Centers | $4,389,793 | 2023 |
| B & K Retirement Savings Plan | Byrnes & Kiefer Co., Inc. | $4,365,483 | 2023 |
| Avocado Green Brands 401(K) Plan | Avocado Green Brands, LLC | $4,272,992 | 2023 |
Largest plans in Fullerton → · Fullerton plans by participants → · Fullerton plans with financial data → · Fullerton plans with provider compensation → · $1B+ plans in Fullerton →
Related Form 5500 pages
- All CA Form 5500 filings
- Hydraflow Profit Sharing Plan (plan 001)
- Hydraflow — all reported plans
- Sasco & Affiliates Retirement Plan (plan 002)
- Electek — all reported plans
- Professional Plastics, Inc. 401(K) & Profit Sharing Plan (plan 001)
- Professional Plastics, Inc. — all reported plans
- Mbku 401(A) Retirement Plan (plan 001)
- Marshall B. Ketchum University — all reported plans
- A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan (plan 003)
- A.J. Kirkwood & Associates, Inc. — all reported plans
- The Navco Retirement Savings Plan (plan 001)
- North American Video Corportion — all reported plans
- Mbku 403(B) Voluntary Retirement Plan (plan 002)
- Vista Paint Corporation 401k Salary Savings Plan (plan 001)
- Vista Paint Corporation — all reported plans
- Hidden Villa Ranch Salary Savings Plan (plan 001)
- Hidden Villa Ranch — all reported plans
- Michael Sullivan & Associates 401(K) Profit Sharing Plan (plan 001)
- Michael Sullivan & Associates — all reported plans
- North American Video Corporation Employee Stock Ownership Plan (plan 002)
- C & L Refrigeration Co. 401(K) Retirement Plan (plan 001)
- C & L Refrigeration Corporation — all reported plans
- Pete'S Road Service, Inc. 401(K) Profit Sharing Plan (plan 001)
- Pete'S Road Service, Inc. — all reported plans
- Florence Crittenton Services 403(B) Plan (plan 001)
- Florence Crittenton Services Of Orange County — all reported plans
- Yang'S Pension Consulting, Inc. 401(K) Profit Sharing Plan (plan 004)
- Yangs Pension Consulting, Inc. — all reported plans
- Methodology
- Data sources