Plan5500

Mariposa, 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, Mariposa, CA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $10,320,202 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Mariposa

  • 2 loaded plans hold $10.3M in reported assets across 2 sponsors.
  • The largest, Tavis Corporation 401(K) Profit Sharing Plan, holds 99% of reported Mariposa plan assets.
  • Plans cover 64 participants — about 32 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.3MSummed across loaded plans$10,320,202
Total reported assets$10.3M$10,320,202
Total reported participants64
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.3M total assets
Net assets$10.3MLiabilities$0
Contributions & income
Employer contributions$52.2K
Participant contributions$295.2K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$92.5K
Total expenses$92.5K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Mariposa market comparison

Largest plan share of assets99%Tavis Corporation 401(K) Profit Sharing Plan
Participants per plan32Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Mariposa

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

  1. 1
    Tavis Corporation 401(K) Profit Sharing Plan$10.2M
    Tavis Corporation · 2023
  2. 2
    Mariposa Foodwerx Incorporated 401(K) Plan$127.3K
    Mariposa Foodwerx Incorporated · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mariposa, CA?
2 plan(s) reported by 2 sponsor(s) are loaded for Mariposa, CA.

Related Form 5500 pages