La Habra, 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 Habra, CA has 19 loaded benefit plan(s) reported by 16 plan sponsor(s), with $62,655,128 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
16
Latest filing year
2023

What stands out in La Habra

  • 19 loaded plans hold $62.7M in reported assets across 16 sponsors.
  • The largest, Howards Appliances, Inc. Employee Stock Ownership Plan, holds 24% of reported La Habra plan assets.
  • Plans cover 1,811 participants — about 95 per plan.
  • 89% of loaded plans report full Schedule H/I financial statements.
  • 26% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$55.1MSummed across loaded plans$55,093,196
Total reported assets$62.7M$62,655,128
Total reported participants1.8K1,811
Total reported liabilities$7.6M$7,561,932

Reported net position

Reported assets = net assets + liabilities (summed)$62.7M total assets
Net assets$55.1MLiabilities$7.6M
Contributions & income
Employer contributions$1.6M
Participant contributions$2.2M
Total income / additions-$3.5M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$3.2M
Net increase / (decrease)-$6.7M

Data coverage

Plans with financial statements17 / 19 (89%)
Plans with provider compensation5 / 19 (26%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for La Habra, 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 Habra market comparison

Largest plan share of assets24%Howards Appliances, Inc. Employee Stock Ownership Plan
Participants per plan95Average across loaded plans
Plan sponsors16
Ranked by reported assets

Largest loaded plans in La Habra

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

  1. 1
    Howards Appliances, Inc. · 2023
  2. 2
    Friends Of Family Health Center · 2023
  3. 3
    Shepard Bros., Inc. · 2023
  4. 4
    Jalaamba Corporation · 2023
  5. 5
    Shree Pioneer Hospitality Inc. · 2023
  6. 6
    Vip Rubber Company, Inc · 2023
  7. 7
    Hecho En Mexico, LLC · 2023
  8. 8
    G & M Management Services, Inc. · 2023
  9. 9
    Howard'S Appliances, Inc. · 2023
  10. 10
  11. 11
    Jp Dixon Legal Services Inc · 2023
  12. 12
    Rm Aguilar Enterprises · 2023
  13. 13
    One Connect Network Solutions · 2023
  14. 14
    Nojodas Corp. · 2023
  15. 15
    Whittier Christian High School · 2023
  16. 16
    Kruse Feed & Supply Co., Inc. · 2023
  17. 17
  18. 18
    Friends Of Family Health Center Wrap Benefit Plannot reported in the loaded dataset
    Friends Of Family Health Center · 2023
  19. 19
    Vip Rubber Health And Welfare Plannot reported in the loaded dataset
    Vip Rubber Company, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for La Habra, CA?
19 plan(s) reported by 16 sponsor(s) are loaded for La Habra, CA.

Related Form 5500 pages