Jackson, 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, Jackson, CA has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $244,348,234 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $244,348,234
- Total reported liabilities (EOY)
- $9,598,523
- Total reported net assets (EOY)
- $234,749,711
Contributions & income
- Employer contributions
- $1,191,928
- Participant contributions
- $17,614,693
- Total income / additions
- $46,122,007
Expenses & distributions
- Benefits paid / distributions
- $12,924,754
- Total expenses
- $17,793,910
- Net increase / (decrease)
- $28,328,097
Coverage
- Total reported participants
- 31,225
- Plans with financial statements
- 6
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Jackson, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| National Peace Officers And Fire Fighters Benefit Assoc Long Term Care Plan | National Peace Officers And Fire Fighters Ben Assn | $181,532,285 | 2023 |
| Jackson Rancheria Band Of Miwuk Indians 401(K) Plan | Jackson Rancheria Band Of Miwuk Indians | $38,416,420 | 2023 |
| California Association Of Professional Firefighters Long Term Disability Plan | California Association Of Professional Firefighters Long Disability Pl | $13,967,979 | 2023 |
| Manassero Insurance Agency, Inc. Employees Profit Sharing Plan | Manassero Insurance Agency, Inc. | $9,511,630 | 2023 |
| Toma & Associates, Inc. Retirement Plan | Toma & Associates, Inc. | $845,809 | 2023 |
| Jacobian Engineering Inc. Employee Stock Ownership Plan | Jacobian Engineering Inc | $74,111 | 2023 |
Largest plans in Jackson → · Jackson plans by participants → · Jackson plans with financial data → · Jackson plans with provider compensation → · $1B+ plans in Jackson →
Related Form 5500 pages
- All CA Form 5500 filings
- National Peace Officers And Fire Fighters Benefit Assoc Long Term Care Plan (plan 501)
- National Peace Officers And Fire Fighters Ben Assn — all reported plans
- Jackson Rancheria Band Of Miwuk Indians 401(K) Plan (plan 001)
- Jackson Rancheria Band Of Miwuk Indians — all reported plans
- California Association Of Professional Firefighters Long Term Disability Plan (plan 503)
- California Association Of Professional Firefighters Long Disability Pl — all reported plans
- Manassero Insurance Agency, Inc. Employees Profit Sharing Plan (plan 001)
- Manassero Insurance Agency, Inc. — all reported plans
- Toma & Associates, Inc. Retirement Plan (plan 001)
- Toma & Associates, Inc. — all reported plans
- Jacobian Engineering Inc. Employee Stock Ownership Plan (plan 002)
- Jacobian Engineering Inc — all reported plans
- Methodology
- Data sources