Laguna Woods, 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 Woods, CA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $36,670,710 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $36,670,710
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $36,670,710
Contributions & income
- Employer contributions
- $1,615,866
- Participant contributions
- $1,600,826
- Total income / additions
- $8,038,829
Expenses & distributions
- Benefits paid / distributions
- $3,917,808
- Total expenses
- $3,983,330
- Net increase / (decrease)
- $4,055,499
Coverage
- Total reported participants
- 1,241
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Laguna Woods, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Village Management Services, Inc. 401(K) Plan | Village Management Services, Inc. | $23,547,094 | 2023 |
| Orthowest 401(K) Profit Sharing Plan | Orthowest | $13,123,616 | 2023 |
| Village Management Services Group Health Plan | Village Management Services, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Laguna Woods → · Laguna Woods plans by participants → · Laguna Woods plans with financial data → · Laguna Woods plans with provider compensation → · $1B+ plans in Laguna Woods →