Plan5500

La Crescenta, 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, La Crescenta, CA has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $7,646,274 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
5
Latest filing year
2023

What stands out in La Crescenta

  • 7 loaded plans hold $7.6M in reported assets across 5 sponsors.
  • The largest, Allied Lending Group, Inc. Defined Benefit Pension Plan, holds 43% of reported La Crescenta plan assets.
  • Plans cover 691 participants — about 99 per plan.
  • 86% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.6MSummed across loaded plans$7,646,274
Total reported assets$7.6M$7,646,274
Total reported participants691
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.6M total assets
Net assets$7.6MLiabilities$0
Contributions & income
Employer contributions$139.8K
Participant contributions$247.2K
Total income / additions$987.2K
Expenses & distributions
Benefits paid / distributions$577.3K
Total expenses$612.4K
Net increase / (decrease)$374.7K

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation2 / 7 (29%)

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

La Crescenta market comparison

Largest plan share of assets43%Allied Lending Group, Inc. Defined Benefit Pension Plan
Participants per plan99Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in La Crescenta

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

  1. 1
    Allied Lending Group, Inc. Defined Benefit Pension Plan$3.3M
    Allied Lending Group, Inc. · 2023
  2. 2
    New Vista Health Services, LLC Retirement Savings Plan$2.9M
    New Vista Health Services, LLC · 2023
  3. 3
    Glenoaks Pathology$720.8K
    Roxssani E Whittembury · 2023
  4. 4
    Millhaven Management Corporation Profit Sharing Plan & Trust$399.8K
    Millhaven Management Corporation · 2023
  5. 5
    Allied Lending Group Private Retirement Plan And Trust$264.7K
    Allied Lending Group, Inc. · 2023
  6. 6
    Ellabron Inc-401 Plan$82.2K
    Ellabron Inc · 2023
  7. 7
    New Vista Health Services, LLC Health And Welfare Plannot reported in the loaded dataset
    New Vista Health Services, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages