La Mesa, 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 Mesa, CA has 30 loaded benefit plan(s) reported by 28 plan sponsor(s), with $105,016,827 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 30
- Plan sponsors
- 28
- Latest filing year
- 2023
What stands out in La Mesa
- 30 loaded plans hold $105M in reported assets across 28 sponsors.
- The largest, X-Ray Medical Group, Inc. 401(K) Profit Sharing Plan, holds 25% of reported La Mesa plan assets.
- Plans cover 2,633 participants — about 88 per plan.
- 90% of loaded plans report full Schedule H/I financial statements.
- 17% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for La Mesa, 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.
La Mesa market comparison
Largest loaded plans in La Mesa
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
- 2
- 3Helix Environmental Planning · 2023
- 4Helix Environmental Planning, Inc. · 2023
- 5Vascular Associates Of San Diego · 2023
- 6
- 7Kurt Stormberg, D.D.S., M.S., Inc. · 2023
- 8
- 9Cancer Center Oncology Medical · 2023
- 10
- 11
- 12
- 13
- 14
- 15San Diego Neurological Disorders Sp Profit Sharing Plan · 2023
- 16Sierra Investment Holdings, Inc. · 2023
- 17
- 18Extreme Motorsports Promotions, Inc · 2023
- 19
- 20Scott A. Recksiedler, D.M.D., A Dental Corporation · 2023
- 21
- 22
- 23
- 24
- 25
Largest plans in La Mesa → · La Mesa plans by participants → · La Mesa plans with financial data → · La Mesa plans with provider compensation → · $1B+ plans in La Mesa →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for La Mesa, CA?
- 30 plan(s) reported by 28 sponsor(s) are loaded for La Mesa, CA.
Related Form 5500 pages
- All CA Form 5500 filings
- X-Ray Medical Group, Inc. 401(K) Profit Sharing Plan (plan 003)
- X-Ray Medical Group, Inc. — all reported plans
- Winslow Investments Limited, Inc. Profit Sharing Plan (plan 002)
- Winslow Investments Limited, Inc. — all reported plans
- Helix Environmental Planning 401 K Profit Sharing Plan Trust (plan 001)
- Helix Environmental Planning — all reported plans
- Helix Environmental Planning, Inc. Employee Stock Ownership Plan (plan 002)
- Vascular Associates Of San Diego 401(K) Profit Sharing Plan (plan 001)
- Vascular Associates Of San Diego — all reported plans
- Bob Stall Chevrolet 401(K) Plan (plan 001)
- Bob Stall Chevrolet — all reported plans
- Kurt Stormberg, D.D.S., M.S., Inc. 401(K) Profit Sharing Plan (plan 001)
- Kurt Stormberg, D.D.S., M.S., Inc. — all reported plans
- Api Bhs 401(K) Plan (plan 001)
- Bh-Sd Opco, LLC — all reported plans
- Cancer Center Oncology Medical 401(K) Profit Sharing Plan & Trust (plan 001)
- Cancer Center Oncology Medical — all reported plans
- Aguirre Engineering Inc Profit Sharing Plan (plan 001)
- Aguirre Engineering Inc — all reported plans
- Prevue Formal & Bridal, Inc. Profit Sharing Plan (plan 001)
- Prevue Formal & Bridal, Inc. — all reported plans
- Paul W. Botte, Inc. Retirement Savings Plan (plan 001)
- Paul W. Botte, Inc — all reported plans
- Bayview Inn Partners, Lp, 401(K) Plan (plan 001)
- Bayview Inn Partners, Lp — all reported plans
- Center Glass Co., No. 3 Profit Sharing Plan (plan 004)
- Center Glass Co. Profit Sharing — all reported plans
- San Diego Neurological Disorders Sp Profit Sharing Plan (plan 001)
- San Diego Neurological Disorders Sp Profit Sharing Plan — all reported plans
- Methodology
- Data sources