Plan5500

Grover Beach, 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, Grover Beach, CA has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $39,029,326 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

What stands out in Grover Beach

  • 7 loaded plans hold $39M in reported assets across 6 sponsors.
  • The largest, Compass Health, Inc. 401(K) Profit Sharing Plan, holds 52% of reported Grover Beach plan assets.
  • Plans cover 2,018 participants — about 288 per plan.
  • 71% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$39MSummed across loaded plans$39,021,351
Total reported assets$39M$39,029,326
Total reported participants2K2,018
Total reported liabilities$8K$7,975

Reported net position

Reported assets = net assets + liabilities (summed)$39M total assets
Net assets$39MLiabilities$8K
Contributions & income
Employer contributions$1.4M
Participant contributions$1.6M
Total income / additions$8.1M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2.3M
Net increase / (decrease)$5.8M

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation1 / 7 (14%)

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

Grover Beach market comparison

Largest plan share of assets52%Compass Health, Inc. 401(K) Profit Sharing Plan
Participants per plan288Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Grover Beach

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

  1. 1
    Compass Health, Inc. 401(K) Profit Sharing Plan$20.5M
    Compass Health, Inc. · 2023
  2. 2
    California Fine Wire Company 401(K) Profit Sharing Plan$17.9M
    California Fine Wire Company 401(K) Profit Shari · 2023
  3. 3
    Manrock Brewing Company Retirement Plan$324.1K
    Manrock Brewing Company · 2023
  4. 4
    Rasmussen Enterprises Retirement Plan$305.5K
    Rasmussen Enterprises · 2023
  5. 5
    Blue Ascension, Inc. 401(K) Profit Sharing Plan$0
    Blue Ascension, Inc. · 2023
  6. 6
    Compass Health, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Compass Health, Inc. · 2023
  7. 7
    Miner'S Ace Hardware, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Miners Ace Hardware, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Grover Beach, CA?
7 plan(s) reported by 6 sponsor(s) are loaded for Grover Beach, CA.

Related Form 5500 pages