Plan5500

La Palma, 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 Palma, CA has 11 loaded benefit plan(s) reported by 10 plan sponsor(s), with $24,948,613 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
10
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17MSummed across loaded plans$16,963,244
Total reported assets$24.9M$24,948,613
Total reported participants1.6K1,610
Total reported liabilities$8M$7,985,369

Reported net position

Reported assets = net assets + liabilities (summed)$24.9M total assets
Net assets$17MLiabilities$8M
Contributions & income
Employer contributions$1.1M
Participant contributions$569.3K
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.4M
Net increase / (decrease)$352.6K

Data coverage

Plans with financial statements7 / 11 (64%)
Plans with provider compensation1 / 11 (9%)

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

Largest plan share of assets39%Tcr Industries, Inc. Employee Stock Ownership Plan
Participants per plan146Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in La Palma

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

  1. 1
    Tcr Industries, Inc. Employee Stock Ownership Plan$9.6M
    Tcr Industries, Inc. · 2023
  2. 2
    Primary Freight Services, Inc. Employee Stock Ownership Plan$6.2M
    Primary Freight Family Corp. · 2023
  3. 3
    Arcadia Chair Company 401(K) Profit Sharing Plan$5.6M
    Arcadia Chair Company · 2023
  4. 4
    Richard B. Oliver, D.D.S.. Retirement Plan$2.2M
    Richard B. Oliver, D.D.S, Inc. · 2023
  5. 5
    Jrm Wellness, Inc. 401(K) Plan$923.2K
    Jrm Wellness, Inc. · 2023
  6. 6
    Scale4good Inc. Retirement Plan$200K
    Scale4good Inc. · 2023
  7. 7
    Alliance Resource Consulting L 401(K) Profit Sharing Plan & Trust$188.4K
    Alliance Resource Consulting L · 2023
  8. 8
    Beacon Day School Wrap Benefit Plannot reported in the loaded dataset
    Beacon Day School · 2023
  9. 9
    Fisker Group, Inc. Health And Welfare Plannot reported in the loaded dataset
    Fisker Group, Inc. · 2023
  10. 10
    Arcadia Chair Company Group Benefits Plannot reported in the loaded dataset
    Arcadia Chair Company · 2023
  11. 11
    Norman International, Inc. - Health Plannot reported in the loaded dataset
    Norman International, Inc. · 2023

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

Related Form 5500 pages