Plan5500

Los Alamitos, 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, Los Alamitos, CA has 27 loaded benefit plan(s) reported by 20 plan sponsor(s), with $634,913,206 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
27
Plan sponsors
20
Latest filing year
2023

What stands out in Los Alamitos

  • 27 loaded plans hold $634.9M in reported assets across 20 sponsors.
  • The largest, Epson America, Inc. 401(K) Plan, holds 68% of reported Los Alamitos plan assets.
  • Plans cover 10,975 participants — about 406 per plan.
  • 63% of loaded plans report full Schedule H/I financial statements.
  • 26% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$634.9MSummed across loaded plans$634,913,206
Total reported assets$634.9M$634,913,206
Total reported participants11K10,975
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$634.9M total assets
Net assets$634.9MLiabilities$0
Contributions & income
Employer contributions$18.7M
Participant contributions$30.1M
Total income / additions$145.5M
Expenses & distributions
Benefits paid / distributions$50.5M
Total expenses$51.1M
Net increase / (decrease)$94.4M

Data coverage

Plans with financial statements17 / 27 (63%)
Plans with provider compensation7 / 27 (26%)

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

Los Alamitos market comparison

Largest plan share of assets68%Epson America, Inc. 401(K) Plan
Participants per plan406Average across loaded plans
Plan sponsors20
Ranked by reported assets

Largest loaded plans in Los Alamitos

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

  1. 1
    Epson America, Inc. 401(K) Plan$432.2M
    Epson America, Inc. · 2023
  2. 2
    Severson Group Employee Stock Ownership Plan$57.7M
    Severson Group, Inc. · 2023
  3. 3
    Alpine Physician Partners, LLC 401(K) Retirement Plan$36.5M
    Alpine Physician Partners, LLC · 2023
  4. 4
    Hansen & Adkins Auto Transport, Inc. 401(K) Profit Sharing Plan & Trust$27.6M
    Hansen & Adkins Auto Transport, Inc. · 2023
  5. 5
    Severson Group 401(K) Plan$26.6M
    Severson Group, Incorporated · 2023
  6. 6
    Southland Credit Union 401(K) Plan And Trust$22.1M
    Southland Credit Union · 2023
  7. 7
    Ancon Marine, Inc. 401(K) Plan$12.8M
    Ancon Marine, Inc. · 2023
  8. 8
    Cardiovascular Care 401(K) Plan$4.5M
    Cardiovascular Care, Inc. · 2023
  9. 9
    Allegro International Service Inc. Pension Plan$4.4M
    Allegro International Service Inc. · 2023
  10. 10
    Abes S. Bagheri, M.D., Inc. Profit Sharing Plan$3.6M
    Abes S. Bagheri, M.D., Inc. · 2023
  11. 11
    Bar Bakers 401(K) Plan$3.1M
    Bar Bakers, LLC · 2023
  12. 12
    Barry D. Israel Family Dentistry Trust Profit Sharing Plan$2.9M
    Barry D. Israel, D.D.S. Family Dentistry · 2023
  13. 13
    Arkisys, Inc. Profit Sharing Plan$714.4K
    Arkisys, Inc. · 2023
  14. 14
    Jkl Productions, Inc. Retirement Plan$151.1K
    Jkl Productions, Inc. · 2023
  15. 15
    Jsisv Inc. 401(K) Plan$0
    Jsisv Inc. · 2023
  16. 16
    Precision Fix, Inc. 401(K) Plan$0
    Precision Fix, Inc. · 2023
  17. 17
    L1 Wolf Enterprises, Inc. 401k Profit Sharing Plan$0
    L1 Wolf Enterprises, Inc. · 2023
  18. 18
    Ancon Marine, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Ancon Marine, Inc. · 2023
  19. 19
    Alamitos Enterprises Welfare Benefit Plannot reported in the loaded dataset
    Alamitos Enterprises LLC · 2023
  20. 20
    Kyaw Moe, Md, A Professional Corporation Defined Benefit Plannot reported in the loaded dataset
    Kyaw Moe, Md, A Professional Corporation · 2023
  21. 21
    Bar Bakers Welfare Benefit Plannot reported in the loaded dataset
    Bar Bakers, LLC · 2023
  22. 22
    Millie And Severson, Incorporated Welfare Benefits Plannot reported in the loaded dataset
    Millie And Severson, Incorporated · 2023
  23. 23
    Southland Credit Union Health And Welfare Plannot reported in the loaded dataset
    Southland Credit Union · 2023
  24. 24
    Katella Delicatessen-Restaurant-Bakery, Inc. Employee Benefits Plannot reported in the loaded dataset
    Katella Delicatessen-Restaurant-Bakery, Inc. · 2023
  25. 25
    Epson America Inc Group Plannot reported in the loaded dataset
    Epson America, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Los Alamitos, CA?
27 plan(s) reported by 20 sponsor(s) are loaded for Los Alamitos, CA.

Related Form 5500 pages