Monrovia, 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, Monrovia, CA has 42 loaded benefit plan(s) reported by 32 plan sponsor(s), with $3,064,288,226 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 42
- Plan sponsors
- 32
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $3,064,288,226
- Total reported liabilities (EOY)
- $18,963,229
- Total reported net assets (EOY)
- $3,045,324,997
Contributions & income
- Employer contributions
- $29,562,351
- Participant contributions
- $113,491,780
- Total income / additions
- $564,848,157
Expenses & distributions
- Benefits paid / distributions
- $143,830,632
- Total expenses
- $146,036,253
- Net increase / (decrease)
- $418,811,904
Coverage
- Total reported participants
- 143,252
- Plans with financial statements
- 32
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Monrovia, 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 |
|---|---|---|---|
| Trader Joe'S Company Retirement Plan | Trader Joe'S Company | $2,772,092,019 | 2023 |
| Decore-Ative Specialties, Inc. 401(K) Profit Sharing Plan | Decore-Ative Specialties, Inc. | $56,397,926 | 2023 |
| Staar Surgical Company 401(K) Plan | Staar Surgical Company | $47,573,286 | 2023 |
| Amada Weld Tech Inc. 401(K) Plan And Trust | Amada Weld Tech Inc. | $40,864,391 | 2023 |
| Ducommun Aerostructures, Inc. Collective Bargaining Ee'S Pension Plan | Ducommun Aerostructures | $29,486,696 | 2023 |
| The Converse Professional Group 401(K) Plan | The Converse Professional Group | $16,067,294 | 2023 |
| Vinyl Technology, Inc. Employee Stock Ownership Plan | Vinyl Technology, Inc. | $15,599,999 | 2023 |
| Brewer Direct, Inc. Employee Stock Ownership Plan | Brewer Direct, Inc. | $12,330,041 | 2023 |
| Fisher Holdings, Inc. 401(K) Plan | Fisher Holdings, Inc. | $11,103,027 | 2023 |
| Autism Learning Partners 401(K) Plan | Autism Learning Partners | $10,363,483 | 2023 |
| Asb Property Management, Inc. 401(K) Plan | Asb Property Management, Inc. | $10,233,812 | 2023 |
| Roncelli Plastics, Inc. 401(K) Profit Sharing Plan | Roncelli Plastics, Inc. | $8,539,503 | 2023 |
| Nzxt 401(K) Plan | Nzxt, Inc. | $6,151,191 | 2023 |
| Vinyl Technology Inc 401(K) Profit Sharing Plan & Trust | Vinyl Technology Inc. | $5,085,529 | 2023 |
| Bowden Development, Inc. Profit Sharing Plan | Bowden Development, Inc. | $4,603,892 | 2023 |
| Ldc'S 401(K) & Retirement Plan | Land Design Consultants, Inc. | $4,381,761 | 2023 |
| Age Logistics Corporation 401(K) Profit Sharing Plan And Trust | Age Logistics Corporation | $3,952,178 | 2023 |
| Sl Rei Group Inc. Profit Sharing Plan | Sl Rei Group Inc. | $2,107,924 | 2023 |
| Monrovia Police Association Retiree Medical Reimbursement Plan And Trust | Monrovia Police Association Retiree Medical Trust Fund | $2,103,702 | 2023 |
| Rosemary Johnson & Associates Clinic Inc. 401(K) Plan | Rosemary Johnson & Associates Clinic Incorporated | $1,473,694 | 2023 |
| Perkins & Associates, Cpa'S 401(K) Profit Sharing Plan | Perkins & Associates, Cpas | $1,190,728 | 2023 |
| Boiler Room Pictures Inc Defined Benefit Pension Plan | Boiler Room Pictures Inc | $1,059,862 | 2023 |
| Pacesetter Productions Inc Defined Benefit Pension Plan | Pacesetter Productions Inc | $533,354 | 2023 |
| Kessler Group Monrovia Inc. Retirement Plan | Kessler Group Monrovia Inc. | $273,304 | 2023 |
| Jak Quach 401k Trust | Jak Quach Inc | $165,449 | 2023 |
Largest plans in Monrovia → · Monrovia plans by participants → · Monrovia plans with financial data → · Monrovia plans with provider compensation → · $1B+ plans in Monrovia →
Related Form 5500 pages
- All CA Form 5500 filings
- Trader Joe'S Company Retirement Plan (plan 002)
- Trader Joe'S Company — all reported plans
- Decore-Ative Specialties, Inc. 401(K) Profit Sharing Plan (plan 002)
- Decore-Ative Specialties, Inc. — all reported plans
- Staar Surgical Company 401(K) Plan (plan 001)
- Staar Surgical Company — all reported plans
- Amada Weld Tech Inc. 401(K) Plan And Trust (plan 001)
- Amada Weld Tech Inc. — all reported plans
- Ducommun Aerostructures, Inc. Collective Bargaining Ee'S Pension Plan (plan 006)
- Ducommun Aerostructures — all reported plans
- The Converse Professional Group 401(K) Plan (plan 002)
- The Converse Professional Group — all reported plans
- Vinyl Technology, Inc. Employee Stock Ownership Plan (plan 002)
- Vinyl Technology, Inc. — all reported plans
- Brewer Direct, Inc. Employee Stock Ownership Plan (plan 002)
- Brewer Direct, Inc. — all reported plans
- Fisher Holdings, Inc. 401(K) Plan (plan 001)
- Fisher Holdings, Inc. — all reported plans
- Autism Learning Partners 401(K) Plan (plan 001)
- Autism Learning Partners — all reported plans
- Asb Property Management, Inc. 401(K) Plan (plan 002)
- Asb Property Management, Inc. — all reported plans
- Roncelli Plastics, Inc. 401(K) Profit Sharing Plan (plan 001)
- Roncelli Plastics, Inc. — all reported plans
- Nzxt 401(K) Plan (plan 001)
- Nzxt, Inc. — all reported plans
- Vinyl Technology Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Bowden Development, Inc. Profit Sharing Plan (plan 002)
- Bowden Development, Inc. — all reported plans
- Methodology
- Data sources