Plan5500

Lincoln, 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, Lincoln, CA has 13 loaded benefit plan(s) reported by 11 plan sponsor(s), with $97,217,380 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
11
Latest filing year
2023

What stands out in Lincoln

  • 13 loaded plans hold $97.2M in reported assets across 11 sponsors.
  • The largest, Thunder Valley Casino 401(K) Retirement Plan, holds 75% of reported Lincoln plan assets.
  • Plans cover 5,489 participants — about 422 per plan.
  • 77% of loaded plans report full Schedule H/I financial statements.
  • 15% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$97.2MSummed across loaded plans$97,223,239
Total reported assets$97.2M$97,217,380
Total reported participants5.5K5,489
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$97.2M total assets
Net assets$97.2MLiabilities$0
Contributions & income
Employer contributions$3.7M
Participant contributions$7.4M
Total income / additions$25.7M
Expenses & distributions
Benefits paid / distributions$8.1M
Total expenses$8.4M
Net increase / (decrease)$17.3M

Data coverage

Plans with financial statements10 / 13 (77%)
Plans with provider compensation2 / 13 (15%)

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

Lincoln market comparison

Largest plan share of assets75%Thunder Valley Casino 401(K) Retirement Plan
Participants per plan422Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Lincoln

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

  1. 1
    Thunder Valley Casino 401(K) Retirement Plan$73.1M
    Thunder Valley Casino · 2023
  2. 2
    Jbr, Inc. 401(K) Plan$16.3M
    Jbr, Inc. · 2023
  3. 3
    Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan$6.5M
    Robb-Jack Corporation · 2023
  4. 4
    The Triple Lindy Corporation 401(K) Profit Sharing Plan$354.3K
    The Triple Lindy Corporation · 2023
  5. 5
    Secret Ravine Holdings Inc. 401(K) Plan$255.1K
    Secret Ravine Holdings Inc. · 2023
  6. 6
    Citizen Vine Retirement Plan$250.9K
    Citizen Vine, Inc. · 2023
  7. 7
    Carter Legacy Holdings Investment Plan$203.8K
    Carter Legacy Holdings Inc · 2023
  8. 8
    Daugereaux Enterprises, Inc. 401k Profit Sharing Plan$165K
    Daugereaux Enterprises, Inc. · 2023
  9. 9
    Plan 42, Inc. Profit Sharing Plan$115.6K
    Plan 42, Inc. · 2023
  10. 10
    Association Of Commercial Real Estate Member Benefit Program$0
    Association Of Commercial Real Estate · 2023
  11. 11
    Thunder Valley Casino Health And Welfare Plannot reported in the loaded dataset
    United Auburn Indian Community Thunder Valley Casino · 2023
  12. 12
    Horizon Charter Schools Wrap Benefit Plannot reported in the loaded dataset
    Horizon Charter Schools · 2023
  13. 13
    Jbr, Inc, Dba Rogers Family Company Welfare Benefits Plannot reported in the loaded dataset
    Jbr, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lincoln, CA?
13 plan(s) reported by 11 sponsor(s) are loaded for Lincoln, CA.

Related Form 5500 pages