Plan5500

Moreno Valley, 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, Moreno Valley, CA has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $2,306,468 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023

What stands out in Moreno Valley

  • 9 loaded plans hold $2.3M in reported assets across 8 sponsors.
  • The largest, Integrated Care Communities, Inc 401(K) Profit Sharing Plan, holds 61% of reported Moreno Valley plan assets.
  • Plans cover 1,146 participants — about 127 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 22% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.5MSummed across loaded plans$2,537,892
Total reported assets$2.3M$2,306,468
Total reported participants1.1K1,146
Total reported liabilities$5.2K$5,207

Reported net position

Reported assets = net assets + liabilities (summed)$2.3M total assets
Net assets$2.5MLiabilities$5.2K
Contributions & income
Employer contributions$24.9K
Participant contributions$346.4K
Total income / additions$468.2K
Expenses & distributions
Benefits paid / distributions$217.7K
Total expenses$253.5K
Net increase / (decrease)$214.7K

Data coverage

Plans with financial statements6 / 9 (67%)
Plans with provider compensation2 / 9 (22%)

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

Moreno Valley market comparison

Largest plan share of assets61%Integrated Care Communities, Inc 401(K) Profit Sharing Plan
Participants per plan127Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Moreno Valley

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

  1. 1
    Integrated Care Communities, Inc 401(K) Profit Sharing Plan$1.4M
    Integrated Care Communities, Inc · 2023
  2. 2
    403(B) Thrift Plan For Employees Of Family Service Association$869.6K
    Family Service Association · 2023
  3. 3
    Jce Enterprise 401(K) Plan$22.2K
    Jce Enterprise · 2023
  4. 4
    Ronald N. Kent, Md. Phd. - 125 Cafeteria Plan$6.1K
    Ronald N. Kent, Md. Phd. · 2023
  5. 5
    Olahonua, Inc. Profit Sharing Plan$0
    Olahonua, Inc. · 2023
  6. 6
    1oak Investments, Inc. 401(K) Plan$0
    1oak Investments, Inc. · 2023
  7. 7
    Community Health Systems Inc. Health And Welfare Plannot reported in the loaded dataset
    Community Health Systems Inc. · 2023
  8. 8
    Family Service Association Welfare Benefits Plannot reported in the loaded dataset
    Family Service Association · 2023
  9. 9
    Modular Metal Fabricators, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Modular Metal Fabricators, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Moreno Valley, CA?
9 plan(s) reported by 8 sponsor(s) are loaded for Moreno Valley, CA.

Related Form 5500 pages