Plan5500

Lynwood, 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, Lynwood, CA has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $43,246,232 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

What stands out in Lynwood

  • 7 loaded plans hold $43.2M in reported assets across 5 sponsors.
  • The largest, Via Trading Corporation Employee Stock Ownership Plan, holds 43% of reported Lynwood plan assets.
  • Plans cover 834 participants — about 119 per plan.
  • 71% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.3MSummed across loaded plans$16,280,118
Total reported assets$43.2M$43,246,232
Total reported participants834
Total reported liabilities$27M$26,966,114

Reported net position

Reported assets = net assets + liabilities (summed)$43.2M total assets
Net assets$16.3MLiabilities$27M
Contributions & income
Employer contributions$2.1M
Participant contributions$437.2K
Total income / additions$11.4M
Expenses & distributions
Benefits paid / distributions$304.2K
Total expenses$2M
Net increase / (decrease)$9.4M

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation1 / 7 (14%)

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

Lynwood market comparison

Largest plan share of assets43%Via Trading Corporation Employee Stock Ownership Plan
Participants per plan119Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Lynwood

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

  1. 1
    Via Trading Corporation Employee Stock Ownership Plan$18.5M
    Via Trading Corporation · 2023
  2. 2
    Jones Lumber Company, Inc Profit Sharing 401(K) Plan$12.5M
    Jones Lumber Company, Inc · 2023
  3. 3
    Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan$8M
    Pasco Specialty & Manufacturing, Inc. · 2023
  4. 4
    Southern California Health & Rehabilitation Program Profit Sharing Plan$2.8M
    Southern California Health & Rehabilitation Program · 2023
  5. 5
    J.J. Valve, Inc. Profit Sharing Plan$1.4M
    J.J. Valve, Inc. · 2023
  6. 6
    Jones Lumber Company, Inc. Employee Benefits Plannot reported in the loaded dataset
    Jones Lumber Co Inc · 2023
  7. 7
    Southern California Health & Rehabilitation Program Welfare Benefits Plannot reported in the loaded dataset
    Southern California Health & Rehabilitation Program · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lynwood, CA?
7 plan(s) reported by 5 sponsor(s) are loaded for Lynwood, CA.

Related Form 5500 pages