Plan5500

Laguna Niguel, 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, Laguna Niguel, CA has 13 loaded benefit plan(s) reported by 10 plan sponsor(s), with $59,896,085 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
10
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$59.8MSummed across loaded plans$59,768,241
Total reported assets$59.9M$59,896,085
Total reported participants7K7,018
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$59.9M total assets
Net assets$59.8MLiabilities$0
Contributions & income
Employer contributions$497.2K
Participant contributions$5.7M
Total income / additions$16.1M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$4.1M
Net increase / (decrease)$12M

Data coverage

Plans with financial statements11 / 13 (85%)
Plans with provider compensation2 / 13 (15%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Laguna Niguel, 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

Laguna Niguel market comparison

Largest plan share of assets47%Aspen Skilled Healthcare 401(K) Plan
Participants per plan540Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in Laguna Niguel

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

  1. 1
    Aspen Skilled Healthcare 401(K) Plan$28.4M
    Aspen Skilled Healthcare, Inc. · 2023
  2. 2
    Mission Imports 401(K) Plan$13M
    Mission Imports, A California Corporation · 2023
  3. 3
    Dispute Dynamics, Inc. 401(K) Plan$8M
    Dispute Dynamics, Inc. · 2023
  4. 4
    Henderson Development Company, Inc. Profit Sharing Plan & Trust$3.9M
    Henderson Development Company, Inc. · 2023
  5. 5
    Owens, Moskowitz And Associates, Inc., Certified Public Accountants Profit Sharing 401(K) Plan$3.4M
    Owens, Moskowitz And Associates, Inc., Certified Public Accountants · 2023
  6. 6
    Captain Enterprises, LLC 401(K) Plan$2.4M
    Captain Enterprises, LLC · 2023
  7. 7
    Henney Wealth Management, Inc. Profit Sharing Plan$321.2K
    Henney Wealth Management, Inc. · 2023
  8. 8
    Henney Wealth Management, Inc. Money Purchase Plan$185.9K
    Henney Wealth Management, Inc. Money Purchase Plan · 2023
  9. 9
    Growth Wise Consulting Inc. Retirement Plan$176.2K
    Growth Wise Consulting Inc. · 2023
  10. 10
    Jetvestor Health, Inc. 401k Profit Sharing Plan$127.8K
    Jetvestor Health, Inc. · 2023
  11. 11
    K&K Se 401(K) Plan$0
    K&K Se · 2023
  12. 12
    Aspen Skilled Healthcare, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Aspen Skilled Healthcare, Inc. · 2023
  13. 13
    Mercedes Benz Of Laguna Niguel Medical Plannot reported in the loaded dataset
    Mercedes Benz Of Laguna Niguel · 2023

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

Related Form 5500 pages