Plan5500

King City, 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, King City, CA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $16,126,674 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 King City

  • 5 loaded plans hold $16.1M in reported assets across 4 sponsors.
  • The largest, L. A. Hearne Company 401(K) Plan And Trust, holds 53% of reported King City plan assets.
  • Plans cover 915 participants — about 183 per plan.
  • 60% 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$16.1MSummed across loaded plans$16,126,674
Total reported assets$16.1M$16,126,674
Total reported participants915
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.1M total assets
Net assets$16.1MLiabilities$0
Contributions & income
Employer contributions$421.2K
Participant contributions$1.4M
Total income / additions$3.9M
Expenses & distributions
Benefits paid / distributions$493.5K
Total expenses$603.3K
Net increase / (decrease)$3.3M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation1 / 5 (20%)

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

King City market comparison

Largest plan share of assets53%L. A. Hearne Company 401(K) Plan And Trust
Participants per plan183Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in King City

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

  1. 1
    L. A. Hearne Company 401(K) Plan And Trust$8.6M
    L. A. Hearne Company · 2023
  2. 2
    Mee Memorial Hospital 403(B) Plan$7.1M
    George L. Mee Memorial Hospital · 2023
  3. 3
    Dencil Bailey Building Contractors, Inc. Profit Sharing$387.7K
    Dencil Bailey Building Contractors, · 2023
  4. 4
    Rio Farms Dental Plannot reported in the loaded dataset
    Rio Farms, LLC · 2023
  5. 5
    George L. Mee Memorial Hospital Employee Benefit Plannot reported in the loaded dataset
    Southern Monterey County Memorial Hospital · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages