Plan5500

Lakewood, 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, Lakewood, CA has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $13,086,019 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
7
Latest filing year
2023

What stands out in Lakewood

  • 8 loaded plans hold $13.1M in reported assets across 7 sponsors.
  • The largest, Joel Brodsky, Inc. Profit Sharing Plan, holds 62% of reported Lakewood plan assets.
  • Plans cover 398 participants — about 50 per plan.
  • 88% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.1MSummed across loaded plans$13,086,019
Total reported assets$13.1M$13,086,019
Total reported participants398
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.1M total assets
Net assets$13.1MLiabilities$0
Contributions & income
Employer contributions$154.7K
Participant contributions$33.6K
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$425.9K
Total expenses$426.4K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements7 / 8 (88%)
Plans with provider compensation0 / 8 ()

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

Lakewood market comparison

Largest plan share of assets62%Joel Brodsky, Inc. Profit Sharing Plan
Participants per plan50Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Lakewood

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

  1. 1
    Joel Brodsky, Inc. Profit Sharing Plan$8.1M
    Joel F. Brodsky, D.D.S., Inc. · 2023
  2. 2
    Joel Brodsky Inc. Defined Benefit Pension Plan$2.7M
    Joel F. Brodsky, D.D.S., Inc. · 2023
  3. 3
    Paramount Fuel, Inc. 401(K) Profit Sharing Plan$916.3K
    Paramount Fuel, Inc. · 2023
  4. 4
    Alin Party Supply Company 401(K) Savings Retirement Plan$768.8K
    Alin Party Supply Co. · 2023
  5. 5
    Agmmm Pharmacy, Inc. The Pension Transfer Trust Plan$570.1K
    Agmmm Pharmacy, Inc. · 2023
  6. 6
    Jasmine Ventures, Inc. 401(K) Plan$9.2K
    Jasmine Ventures, Inc. · 2023
  7. 7
    Lk&B Venture, Inc. 401(K) Profit Sharing Plan$7.8K
    Lk&B Venture, Inc. · 2023
  8. 8
    Carson Cj LLC Health And Welfare Plannot reported in the loaded dataset
    Carson Cj LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lakewood, CA?
8 plan(s) reported by 7 sponsor(s) are loaded for Lakewood, CA.

Related Form 5500 pages