Plan5500

Lompoc, 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, Lompoc, CA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $13,219,919 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

What stands out in Lompoc

  • 3 loaded plans hold $13.2M in reported assets across 2 sponsors.
  • The largest, Den-Mat Holdings, LLC 401(K) Plan, holds 95% of reported Lompoc plan assets.
  • Plans cover 548 participants — about 183 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.2MSummed across loaded plans$13,219,919
Total reported assets$13.2M$13,219,919
Total reported participants548
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.2M total assets
Net assets$13.2MLiabilities$0
Contributions & income
Employer contributions$246K
Participant contributions$930.6K
Total income / additions$3.1M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.5M
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Lompoc market comparison

Largest plan share of assets95%Den-Mat Holdings, LLC 401(K) Plan
Participants per plan183Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Lompoc

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

  1. 1
    Den-Mat Holdings, LLC 401(K) Plan$12.6M
    Den-Mat Holdings, LLC · 2023
  2. 2
    Signorelli Insurance Services, Inc. 401(K) Plan$646.2K
    Signorelli Insurance Services, Inc. · 2023
  3. 3
    Den-Mat Holdings, LLC Group Health Plannot reported in the loaded dataset
    Den-Mat Holdings LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lompoc, CA?
3 plan(s) reported by 2 sponsor(s) are loaded for Lompoc, CA.

Related Form 5500 pages