Plan5500

Marysville, 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, Marysville, CA has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $87,614,871 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
5
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$87.6MSummed across loaded plans$87,614,494
Total reported assets$87.6M$87,614,871
Total reported participants947
Total reported liabilities$377

Reported net position

Reported assets = net assets + liabilities (summed)$87.6M total assets
Net assets$87.6MLiabilities$377
Contributions & income
Employer contributions$1.2M
Participant contributions$2M
Total income / additions$20.8M
Expenses & distributions
Benefits paid / distributions$7.3M
Total expenses$7.5M
Net increase / (decrease)$13.3M

Data coverage

Plans with financial statements7 / 8 (88%)
Plans with provider compensation2 / 8 (25%)

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

Marysville market comparison

Largest plan share of assets61%Frank M. Booth, Inc. Employee Stock Ownership Plan
Participants per plan118Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Marysville

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

  1. 1
    Frank M. Booth, Inc. Employee Stock Ownership Plan$53.7M
    Frank M. Booth, Inc. · 2023
  2. 2
    Frank M. Booth, Inc. 401(K) Profit Sharing Plan & Trust$15.5M
    Frank M. Booth, Inc. · 2023
  3. 3
    Peach Tree Healthcare 403(B) Plan$7.9M
    Peach Tree Healthcare · 2023
  4. 4
    Rich Fuidge Bordsen & Galyean Inc 401k Profit Sharing Plan And Trust$6M
    Rich Fuidge Bordsen & Galyean Inc · 2023
  5. 5
    Peach Tree Healthcare Retirement Plan$2.1M
    Peach Tree Healthcare · 2023
  6. 6
    Huntley-Bravos-Zall Insurance Brokers Inc 401(K) Profit Sharing Plan$1.3M
    Huntley-Bravos-Zall Insurance Brokers Inc · 2023
  7. 7
    Henry J Riechers Inc Profit Sharing Plan$1.2M
    Henry J Riechers Inc · 2023
  8. 8
    Peach Tree Healthcare Wrap Benefit Plannot reported in the loaded dataset
    Peach Tree Healthcare · 2023

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

Related Form 5500 pages