Plan5500

Ione, 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, Ione, CA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $17,582,143 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Ione

  • 5 loaded plans hold $17.6M in reported assets across 4 sponsors.
  • The largest, Mp Associates, Inc. 401(K) Profit Sharing Plan, holds 82% of reported Ione plan assets.
  • Plans cover 355 participants — about 71 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.6MSummed across loaded plans$17,582,143
Total reported assets$17.6M$17,582,143
Total reported participants355
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.6M total assets
Net assets$17.6MLiabilities$0
Contributions & income
Employer contributions$424.8K
Participant contributions$449.9K
Total income / additions$3.7M
Expenses & distributions
Benefits paid / distributions$872.2K
Total expenses$878.6K
Net increase / (decrease)$2.8M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation1 / 5 (20%)

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

Ione market comparison

Largest plan share of assets82%Mp Associates, Inc. 401(K) Profit Sharing Plan
Participants per plan71Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Ione

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

  1. 1
    Mp Associates, Inc. 401(K) Profit Sharing Plan$14.4M
    Mp Associates, Inc. · 2023
  2. 2
    Western Performance Equine Inc Defined Benefit Pension Plan$2.3M
    Western Performance Equine Inc · 2023
  3. 3
    Michael J Mcmanus Accountancy Corporation 401(K) Plan$893.1K
    Michael J Mcmanus Accountancy Corporation · 2023
  4. 4
    Ione Feed & Ranch Supply Inc 401(K) Plan$0
    Ione Feed & Ranch Supply Inc · 2023
  5. 5
    Mp Associates Group Health And Welfare Plannot reported in the loaded dataset
    Mp Associates, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Ione, CA?
5 plan(s) reported by 4 sponsor(s) are loaded for Ione, CA.

Related Form 5500 pages