Lodi, 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, Lodi, CA has 44 loaded benefit plan(s) reported by 33 plan sponsor(s), with $405,454,492 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 44
- Plan sponsors
- 33
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $405,454,492
- Total reported liabilities (EOY)
- $40,899,736
- Total reported net assets (EOY)
- $364,699,655
Contributions & income
- Employer contributions
- $11,200,473
- Participant contributions
- $13,438,534
- Total income / additions
- $83,112,100
Expenses & distributions
- Benefits paid / distributions
- $29,735,058
- Total expenses
- $31,559,846
- Net increase / (decrease)
- $51,552,254
Coverage
- Total reported participants
- 10,039
- Plans with financial statements
- 32
- Plans with provider compensation
- 12
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lodi, 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 |
|---|---|---|---|
| Farmers & Merchants Bank Of Cent Ca Integrated Psp | Farmers & Merchants Bank Of Central California | $83,344,117 | 2023 |
| Food 4 Less Salary Savings Plan | Paq, Inc. Dba Food 4 Less | $77,740,424 | 2023 |
| Paq Employee Stock Ownership Plan | Paq, Inc. | $66,993,328 | 2023 |
| Pacific Coast Producers Profit Sharing And Thrift 401(K) Plan | Pacific Coast Producers | $55,339,076 | 2023 |
| The Contractors Retirement Plan | Diede Construction, Inc. | $15,209,133 | 2023 |
| Vino Farms, LLC Retirement Plan | Vino Farms, LLC | $12,784,380 | 2023 |
| Phillips Farms, LLC 401(K) Plan | Phillips Farms, LLC | $12,060,871 | 2023 |
| Scientific Specialties, Inc. 401(K) Profit Sharing Plan | Scientific Specialties, Inc. | $10,842,577 | 2023 |
| Mar-Val Food Store No1 Inc 401k Profit Sharing Plan | Mar-Val Food Store No1 Inc | $10,507,535 | 2023 |
| Tiger Lines, LLC 401(K) Profit Sharing Plan | Tiger Lines, LLC | $10,017,675 | 2023 |
| A P Esteve Sales Inc 401(K) Profit Sharing Plan | A P Esteve Sales Inc | $8,688,803 | 2023 |
| Frank C. Alegre Trucking, Inc. 401(K) Plan | Frank C. Alegre Trucking, Inc. | $8,233,143 | 2023 |
| Rivermaid Trading Company 401(K) Profit Sharing Plan | Rivermaid Trading Company | $7,935,339 | 2023 |
| Tarditi, Inc. 401(K) Profit Sharing Plan | Tarditi, Inc. | $7,113,323 | 2023 |
| Odyssey Holdings, Inc. Employee Stock Ownership Plan | Odyssey Holdings, Inc. | $5,262,000 | 2023 |
| P. Gill Obstetrics & Gynecology Medical Group, Inc. 401(K) Profit Sharing Plan | P. Gill Obstetrics & Gynecology Medical Group, Inc. | $4,844,154 | 2023 |
| Tomio T Odama Md Inc Profit Sharing Plan | Tomio T Odama Md Inc | $3,372,050 | 2023 |
| Valley Landscaping, Inc. And Delta Tree Farms, Inc. 401(K) Plan | Valley Landscaping & Maintenance, Inc. | $1,640,595 | 2023 |
| Rolling Stages, Inc. 401(K) Profit Sharing Plan | Rolling Stages, Inc. | $992,819 | 2023 |
| Steven F. Brizendine, D.D.S., M.S., Inc. Profit Sharing 401(K) Plan | Steven F. Brizendine, D.D.S., M.S., Inc. | $615,944 | 2023 |
| Rajeev Shukla Md, Inc 401k | Rajeev Shukla Md Inc. | $530,758 | 2023 |
| Aginnovation LLC 401(K) Plan | Aginnovation, LLC | $472,838 | 2023 |
| Burke Optometry, Inc. 401(K) Plan | Burke Optometry, Inc. | $263,404 | 2023 |
| The Regina Group Retirement Plan | The Regina Group Inc. | $257,048 | 2023 |
| The Contractors Plan Trust Health Reimbursement Arrangement | Diede Construction, Inc. | $133,577 | 2023 |
Largest plans in Lodi → · Lodi plans by participants → · Lodi plans with financial data → · Lodi plans with provider compensation → · $1B+ plans in Lodi →
Related Form 5500 pages
- All CA Form 5500 filings
- Farmers & Merchants Bank Of Cent Ca Integrated Psp (plan 002)
- Farmers & Merchants Bank Of Central California — all reported plans
- Food 4 Less Salary Savings Plan (plan 002)
- Paq, Inc. Dba Food 4 Less — all reported plans
- Paq Employee Stock Ownership Plan (plan 003)
- Pacific Coast Producers Profit Sharing And Thrift 401(K) Plan (plan 002)
- Pacific Coast Producers — all reported plans
- The Contractors Retirement Plan (plan 004)
- Diede Construction, Inc. — all reported plans
- Vino Farms, LLC Retirement Plan (plan 001)
- Vino Farms, LLC — all reported plans
- Phillips Farms, LLC 401(K) Plan (plan 001)
- Phillips Farms, LLC — all reported plans
- Scientific Specialties, Inc. 401(K) Profit Sharing Plan (plan 001)
- Scientific Specialties, Inc. — all reported plans
- Mar-Val Food Store No1 Inc 401k Profit Sharing Plan (plan 002)
- Mar-Val Food Store No1 Inc — all reported plans
- Tiger Lines, LLC 401(K) Profit Sharing Plan (plan 001)
- Tiger Lines, LLC — all reported plans
- A P Esteve Sales Inc 401(K) Profit Sharing Plan (plan 001)
- A P Esteve Sales Inc — all reported plans
- Frank C. Alegre Trucking, Inc. 401(K) Plan (plan 001)
- Frank C. Alegre Trucking, Inc. — all reported plans
- Rivermaid Trading Company 401(K) Profit Sharing Plan (plan 001)
- Rivermaid Trading Company — all reported plans
- Tarditi, Inc. 401(K) Profit Sharing Plan (plan 003)
- Tarditi, Inc. — all reported plans
- Odyssey Holdings, Inc. Employee Stock Ownership Plan (plan 002)
- Odyssey Holdings, Inc. — all reported plans
- Methodology
- Data sources