Plan5500

Loomis, 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, Loomis, CA has 14 loaded benefit plan(s) reported by 10 plan sponsor(s), with $47,008,462 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
10
Latest filing year
2023

What stands out in Loomis

  • 14 loaded plans hold $47M in reported assets across 10 sponsors.
  • The largest, Western Engineering Contractors Inc 401k Profit Sharing Plan, holds 42% of reported Loomis plan assets.
  • Plans cover 1,752 participants — about 125 per plan.
  • 71% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$47MSummed across loaded plans$46,990,634
Total reported assets$47M$47,008,462
Total reported participants1.8K1,752
Total reported liabilities$17.8K$17,828

Reported net position

Reported assets = net assets + liabilities (summed)$47M total assets
Net assets$47MLiabilities$17.8K
Contributions & income
Employer contributions$1.8M
Participant contributions$3.5M
Total income / additions$12.5M
Expenses & distributions
Benefits paid / distributions$4.5M
Total expenses$4.8M
Net increase / (decrease)$7.7M

Data coverage

Plans with financial statements10 / 14 (71%)
Plans with provider compensation4 / 14 (29%)

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

Loomis market comparison

Largest plan share of assets42%Western Engineering Contractors Inc 401k Profit Sharing Plan
Participants per plan125Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in Loomis

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

  1. 1
    Western Engineering Contractors Inc 401k Profit Sharing Plan$19.7M
    Western Engineering Contractors Inc · 2023
  2. 2
    Kniesel Auto Collision, Inc. 401(K) Profit Sharing Plan$10.2M
    Kniesel Auto Collision, Inc. · 2023
  3. 3
    Koinonia Foster Homes 401k Plan$8.2M
    Koinonia Foster Homes Inc. · 2023
  4. 4
    Foothill Fire Protection 401k Plan$6.4M
    Foothill Fire Protection Inc · 2023
  5. 5
    Active Treatment Systems, Inc. 401(K) Plan$1.2M
    Active Treatment Systems Inc · 2023
  6. 6
    Miller Roofing Services 401(K) Profit Sharing Plan & Trust$674.6K
    Miller Roofing Services · 2023
  7. 7
    Inspiring Insights, Inc. Retirement Plan$535.9K
    Inspiring Insights, Inc. · 2023
  8. 8
    Placer Home Pros, Inc. Profit Sharing Plan$50.2K
    Placer Home Pros, Inc. · 2023
  9. 9
    A & J Katzen Inc. 401k Profit Sharing Plan$33.9K
    Ktech Entertainment Inc · 2023
  10. 10
    Kniesel'S Collision, Inc. Health And Welfare Plannot reported in the loaded dataset
    Kniesel'S Collision, Inc. · 2023
  11. 11
    Foothill Fire Protection, Inc. Wrap Plannot reported in the loaded dataset
    Foothill Fire Protection, Inc. · 2023
  12. 12
    Medicalnot reported in the loaded dataset
    Apex Construction Group, Inc. · 2023
  13. 13
    Koinonia Health & Welfare Plannot reported in the loaded dataset
    Koinonia Foster Homes · 2023
  14. 14
    Western Engineering Contractors, Inc. Employee Welfare Benefits Plannot reported in the loaded dataset
    Western Engineering Contractors, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Loomis, CA?
14 plan(s) reported by 10 sponsor(s) are loaded for Loomis, CA.

Related Form 5500 pages