Plan5500

Hopland, 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, Hopland, CA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $45,955,223 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
2
Latest filing year
2023

What stands out in Hopland

  • 3 loaded plans hold $46M in reported assets across 2 sponsors.
  • The largest, Bonterra Organic Estates 401(K) Plan, holds 93% of reported Hopland plan assets.
  • Plans cover 596 participants — about 199 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$46MSummed across loaded plans$45,955,223
Total reported assets$46M$45,955,223
Total reported participants596
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$46M total assets
Net assets$46MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$2.3M
Total income / additions$11M
Expenses & distributions
Benefits paid / distributions$3.1M
Total expenses$3.2M
Net increase / (decrease)$7.9M

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 Hopland, 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

Hopland market comparison

Largest plan share of assets93%Bonterra Organic Estates 401(K) Plan
Participants per plan199Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Hopland

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

  1. 1
    Bonterra Organic Estates 401(K) Plan$42.8M
    Bonterra Organic Estates · 2023
  2. 2
    Milovina Vineyards, Inc. Keough Plan$3.2M
    Milovina Vineyards, Inc. · 2023
  3. 3
    Bonterra Organic Estates Welfare Benefits Plannot reported in the loaded dataset
    Bonterra Organic Estates · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Hopland, CA?
3 plan(s) reported by 2 sponsor(s) are loaded for Hopland, CA.

Related Form 5500 pages