Plan5500

Gerber, 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, Gerber, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $3,231,488 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Gerber

  • 1 loaded plans hold $3.2M in reported assets across 1 sponsors.
  • The largest, Dudleys' Excavating Incorporated 401(K) Profit Sharing Plan, holds 100% of reported Gerber plan assets.
  • Plans cover 58 participants — about 58 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.2MSummed across loaded plans$3,231,488
Total reported assets$3.2M$3,231,488
Total reported participants58
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.2M total assets
Net assets$3.2MLiabilities$0
Contributions & income
Employer contributions$249.6K
Participant contributions$48.8K
Total income / additions$664.5K
Expenses & distributions
Benefits paid / distributions$60.7K
Total expenses$90.5K
Net increase / (decrease)$574K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Gerber market comparison

Largest plan share of assets100%Dudleys' Excavating Incorporated 401(K) Profit Sharing Plan
Participants per plan58Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Gerber

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

  1. 1
    Dudleys' Excavating Incorporated 401(K) Profit Sharing Plan$3.2M
    Dudleys' Excavating Incorporated · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Gerber, CA?
1 plan(s) reported by 1 sponsor(s) are loaded for Gerber, CA.

Related Form 5500 pages