Manteca, 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, Manteca, CA has 13 loaded benefit plan(s) reported by 10 plan sponsor(s), with $167,464,307 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
10
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$167,464,307
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$167,464,307

Contributions & income

Employer contributions
$4,326,110
Participant contributions
$11,313,776
Total income / additions
$42,221,658

Expenses & distributions

Benefits paid / distributions
$20,591,109
Total expenses
$21,058,028
Net increase / (decrease)
$21,163,630

Coverage

Total reported participants
5,571
Plans with financial statements
9
Plans with provider compensation
4

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

Largest loaded plans in Manteca, CA
PlanSponsorReported assets (EOY)Year
Delicato Vineyards Employee Retirement PlanDelicato Vineyards, LLC$129,981,0392023
J.M. Equipment Company, Inc., Profit Sharing 401(K) PlanJ.M. Equipment Company, Inc.$16,160,7592023
Valley Oak Dental Group 401(K) PlanValley Oak Dental Group$7,571,7752023
Turman Commercial Painters 401(K) PlanE. Turman & Company, Inc.$6,508,6532023
Clearpath Workforce Management 401(K) PlanClearpath Workforce Management, Inc$5,344,5642023
Raymus Homes, Inc. 401(K) PlanRaymus Homes, Inc.$1,315,1822023
Akea Co. Retirement PlanAkea Co.$363,4972023
Korilation Inc. 401(K) PlanKorilation Inc.$136,0742023
Bamcal Inc 401(K) PlanBamcal Inc$82,7642023
5.11, Inc. Consolidated Health And Welfare Benefit Plan5.11, Inc.not reported in the loaded dataset2023
Jm Equipment Co IncJm Equipment Conot reported in the loaded dataset2023
Delicato Vineyards, LLCDelicato Vineyards, LLCnot reported in the loaded dataset2023
E Turman And Co Inc Benefits PlanE. Turman & Co. Incnot reported in the loaded dataset2023

Related Form 5500 pages