Malibu, 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, Malibu, CA has 17 loaded benefit plan(s) reported by 11 plan sponsor(s), with $938,712,949 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 17
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $938,712,949
- Total reported liabilities (EOY)
- $15,159
- Total reported net assets (EOY)
- $938,697,790
Contributions & income
- Employer contributions
- $24,110,069
- Participant contributions
- $26,144,935
- Total income / additions
- $185,485,958
Expenses & distributions
- Benefits paid / distributions
- $65,084,685
- Total expenses
- $66,032,819
- Net increase / (decrease)
- $119,453,139
Coverage
- Total reported participants
- 9,355
- Plans with financial statements
- 13
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Malibu, 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 |
|---|---|---|---|
| Pepperdine University Retirement Plan | Pepperdine University | $575,998,516 | 2023 |
| Hrl Retirement Savings Plan For Non-Bargained Employees | Hrl Laboratories, LLC | $279,613,046 | 2023 |
| Hrl Pension Plan For Non-Bargained Employees | Hrl Laboratories, LLC | $42,709,745 | 2023 |
| Retiree Health Plan For Pepperdine University | Pepperdine University | $16,027,318 | 2023 |
| Douglas J. Frye, Law Corporation Defined Benefit Pension Plan | Douglas J. Frye, Law Corporation | $5,860,821 | 2023 |
| Affiliated Capital Resources 401(K) Profit Sharing Plan | Affiliated Capital Resources | $4,243,971 | 2023 |
| Douglas J. Frye, Law Corporation Profit Sharing Plan | Douglas J. Frye, Law Corporation | $3,671,033 | 2023 |
| Avum, Inc. Retirement Trust | Avum, Inc. | $3,135,905 | 2023 |
| Nexgen Financial Retirement Plan | Nexgen Financial | $3,083,072 | 2023 |
| Dominick Photography, Inc. Profit Sharing Plan | Dominick Photography, Inc. | $3,075,046 | 2023 |
| David C. Niebergall, D.D.S., Inc. Profit Sharing Plan | David C. Niebergall, D.D.S., Inc. | $928,690 | 2023 |
| Michael B. Rubin Profit Sharing 401(K) Plan | Mbr Real Estate, Inc. | $365,786 | 2023 |
| First Point Scientific, Inc P/S Plan | First Point Scientific, Inc | $0 | 2023 |
| Passages Wrap Benefit Plan | Passages | not reported in the loaded dataset | 2023 |
| Pepperdine University Health & Welfare Plan | Pepperdine University | not reported in the loaded dataset | 2023 |
| The Cafeteria, Health Care Reimbursment And Dependent Care Plans And The Pre-Tax Premium Cafeteria Plan Of Pepperdine University | Pepperdine University | not reported in the loaded dataset | 2023 |
| Hrl Laboratories Health & Welfare Plan | Hrl Laboratories, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Malibu → · Malibu plans by participants → · Malibu plans with financial data → · Malibu plans with provider compensation → · $1B+ plans in Malibu →
Related Form 5500 pages
- All CA Form 5500 filings
- Pepperdine University Retirement Plan (plan 001)
- Pepperdine University — all reported plans
- Hrl Retirement Savings Plan For Non-Bargained Employees (plan 003)
- Hrl Laboratories, LLC — all reported plans
- Hrl Pension Plan For Non-Bargained Employees (plan 001)
- Retiree Health Plan For Pepperdine University (plan 503)
- Douglas J. Frye, Law Corporation Defined Benefit Pension Plan (plan 002)
- Douglas J. Frye, Law Corporation — all reported plans
- Affiliated Capital Resources 401(K) Profit Sharing Plan (plan 003)
- Affiliated Capital Resources — all reported plans
- Douglas J. Frye, Law Corporation Profit Sharing Plan (plan 001)
- Avum, Inc. Retirement Trust (plan 001)
- Avum, Inc. — all reported plans
- Nexgen Financial Retirement Plan (plan 001)
- Nexgen Financial — all reported plans
- Dominick Photography, Inc. Profit Sharing Plan (plan 002)
- Dominick Photography, Inc. — all reported plans
- David C. Niebergall, D.D.S., Inc. Profit Sharing Plan (plan 001)
- David C. Niebergall, D.D.S., Inc. — all reported plans
- Michael B. Rubin Profit Sharing 401(K) Plan (plan 003)
- Mbr Real Estate, Inc. — all reported plans
- First Point Scientific, Inc P/S Plan (plan 002)
- First Point Scientific, Inc — all reported plans
- Passages Wrap Benefit Plan (plan 501)
- Passages — all reported plans
- Pepperdine University Health & Welfare Plan (plan 501)
- Methodology
- Data sources