Morgan Hill, 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, Morgan Hill, CA has 47 loaded benefit plan(s) reported by 32 plan sponsor(s), with $600,334,817 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 47
- Plan sponsors
- 32
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $600,334,817
- Total reported liabilities (EOY)
- $33,453
- Total reported net assets (EOY)
- $600,301,364
Contributions & income
- Employer contributions
- $9,816,672
- Participant contributions
- $24,908,103
- Total income / additions
- $132,757,121
Expenses & distributions
- Benefits paid / distributions
- $43,279,080
- Total expenses
- $44,016,572
- Net increase / (decrease)
- $88,740,549
Coverage
- Total reported participants
- 14,203
- Plans with financial statements
- 23
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Morgan Hill, 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 |
|---|---|---|---|
| Anritsu Company Salary Deferral Plan | Anritsu Company | $281,434,168 | 2023 |
| Specialized Bicycle Components, Inc. Profit Sharing Plan | Specialized Bicycle Components, Inc. | $137,762,313 | 2023 |
| Toray Advanced Composites Usa Savings Plan | Toray Advanced Composites Usa | $49,441,109 | 2023 |
| Dividend Investors, Ltd. Profit Sharing Plan | Dividend Investors, Ltd. | $26,684,019 | 2023 |
| Marki Microwave Retirement Plan | Marki Microwave, Inc. | $19,868,271 | 2023 |
| Pacific States Industries, Inc. 401(K) Profit Sharing Plan | Pacific States Industries, Inc. | $19,010,603 | 2023 |
| Catalyst Family 401(K) Plan | Catalyst Family Inc. | $17,351,323 | 2023 |
| George Chiala Farms, Inc. 401(K) Profit Sharing Plan | George Chiala Farms, Inc. | $9,295,707 | 2023 |
| Lin Engineering, Inc. & Applied Motion Products, Inc. 401(K) Profit Sharing Plan | Lin Engineering, Inc. | $8,951,407 | 2023 |
| Lusamerica 401(K) Plan | Lusamerica Foods, Inc. | $7,469,441 | 2023 |
| Ted Stevens, Inc. 401(K) Plan | Ted Stevens, Inc. | $6,436,076 | 2023 |
| Psynergy Programs, Inc. 401(K) Plan | Psynergy Programs, Inc. | $4,845,811 | 2023 |
| Italix Company, Inc. Employee Stock Ownership Plan | Italix Company, Inc. | $3,779,658 | 2023 |
| Atlas Heavy Engine Co 401(K) Plan | Atlas Heavy Engine Co. | $3,012,439 | 2023 |
| The Ford Store Morgan Hill 401(K) Plan & Trust | The Ford Store Morgan Hill | $2,630,822 | 2023 |
| South Valley Senior Care Inc. Retirement Plan | South Valley Senior Care Inc. | $956,001 | 2023 |
| Us Eta Dba Eta Usa 401(K) Plan | Us Eta, Inc. Dba Eta Usa | $415,276 | 2023 |
| Jetco Investment Company 401(K) Plan | Jetco Investment Company | $357,862 | 2023 |
| Bentley Ridge Enterprises, Inc. 401(K) Plan | Bentley Ridge Enterprises, Inc. | $354,517 | 2023 |
| J Cudia Incorporated Retirement Plan | J Cudia Incorporated | $195,438 | 2023 |
| Kodlin Usa Incorporated 401(K) Profit Sharing Plan | Kodlin Usa Incorporated | $78,454 | 2023 |
| Dbg Twodotoh Corporation 401(K) Plan | Dbg Twodotoh Corporation | $4,102 | 2023 |
| Gaich Family Ventures, Inc. 401(K) Plan | Gaich Family Ventures, Inc. | $0 | 2023 |
| The Ford Store Morgan Hill Health And Welfare Plan | Ford Store Morgan Hill | not reported in the loaded dataset | 2023 |
| Specialized Retail Stores LLC. Health And Welfare Plan | Specialized Retail Stores LLC | not reported in the loaded dataset | 2023 |
Largest plans in Morgan Hill → · Morgan Hill plans by participants → · Morgan Hill plans with financial data → · Morgan Hill plans with provider compensation → · $1B+ plans in Morgan Hill →
Related Form 5500 pages
- All CA Form 5500 filings
- Anritsu Company Salary Deferral Plan (plan 002)
- Anritsu Company — all reported plans
- Specialized Bicycle Components, Inc. Profit Sharing Plan (plan 003)
- Specialized Bicycle Components, Inc. — all reported plans
- Toray Advanced Composites Usa Savings Plan (plan 001)
- Toray Advanced Composites Usa — all reported plans
- Dividend Investors, Ltd. Profit Sharing Plan (plan 001)
- Dividend Investors, Ltd. — all reported plans
- Marki Microwave Retirement Plan (plan 001)
- Marki Microwave, Inc. — all reported plans
- Pacific States Industries, Inc. 401(K) Profit Sharing Plan (plan 001)
- Pacific States Industries, Inc. — all reported plans
- Catalyst Family 401(K) Plan (plan 001)
- Catalyst Family Inc. — all reported plans
- George Chiala Farms, Inc. 401(K) Profit Sharing Plan (plan 001)
- George Chiala Farms, Inc. — all reported plans
- Lin Engineering, Inc. & Applied Motion Products, Inc. 401(K) Profit Sharing Plan (plan 001)
- Lin Engineering, Inc. — all reported plans
- Lusamerica 401(K) Plan (plan 001)
- Lusamerica Foods, Inc. — all reported plans
- Ted Stevens, Inc. 401(K) Plan (plan 001)
- Ted Stevens, Inc. — all reported plans
- Psynergy Programs, Inc. 401(K) Plan (plan 001)
- Psynergy Programs, Inc. — all reported plans
- Italix Company, Inc. Employee Stock Ownership Plan (plan 002)
- Italix Company, Inc. — all reported plans
- Atlas Heavy Engine Co 401(K) Plan (plan 001)
- Atlas Heavy Engine Co. — all reported plans
- The Ford Store Morgan Hill 401(K) Plan & Trust (plan 001)
- The Ford Store Morgan Hill — all reported plans
- Methodology
- Data sources