Plan5500

Grand Terrace, 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, Grand Terrace, CA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $3,690,023 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Grand Terrace

  • 3 loaded plans hold $3.7M in reported assets across 3 sponsors.
  • The largest, Southern California Mutual Water Companies Association 401(K) Plan, holds 95% of reported Grand Terrace plan assets.
  • Plans cover 608 participants — about 203 per plan.
  • 67% 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$3.7MSummed across loaded plans$3,690,023
Total reported assets$3.7M$3,690,023
Total reported participants608
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.7M total assets
Net assets$3.7MLiabilities$0
Contributions & income
Employer contributions$113.7K
Participant contributions$168.4K
Total income / additions$632.7K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$8.1K
Net increase / (decrease)$624.6K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Grand Terrace market comparison

Largest plan share of assets95%Southern California Mutual Water Companies Association 401(K) Plan
Participants per plan203Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Grand Terrace

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

  1. 1
    Southern California Mutual Water Companies Association 401(K) Plan$3.5M
    Southern California Mutual Water Companies Association · 2023
  2. 2
    S & Cg, Inc. Retirement Plan$193.1K
    S & Cg, Inc. · 2023
  3. 3
    Riverside-San Bernardino Co. Indian Health Life, Ad & D, Ltd Plannot reported in the loaded dataset
    Riverside-San Bernardino Co. Indian Health, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Grand Terrace, CA?
3 plan(s) reported by 3 sponsor(s) are loaded for Grand Terrace, CA.

Related Form 5500 pages