National City, 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, National City, CA has 13 loaded benefit plan(s) reported by 11 plan sponsor(s), with $118,045,825 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $118,045,825
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $118,045,825
Contributions & income
- Employer contributions
- $2,350,258
- Participant contributions
- $8,608,796
- Total income / additions
- $29,367,026
Expenses & distributions
- Benefits paid / distributions
- $12,670,770
- Total expenses
- $13,143,754
- Net increase / (decrease)
- $16,223,272
Coverage
- Total reported participants
- 4,793
- Plans with financial statements
- 7
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for National City, 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 |
|---|---|---|---|
| Harvest Sherwood Food Distributors Employee 401(K) Plan | Harvest Sherwood Food Distributors, Inc | $82,600,978 | 2023 |
| Episcopal Community Services 401k Plan | Episcopal Community Services | $13,658,772 | 2023 |
| Motivational Systems, Inc. 401(K) Retirement Plan | Motivational Systems, Inc. | $9,420,701 | 2023 |
| Dalton Motors 401(K) Plan | Dalton Motors Sd, LLC | $7,005,880 | 2023 |
| Cumming Chevrolet 401k Plan | Cumming Chevrolet | $4,448,072 | 2023 |
| Gb Capital Holdings LLC 401(K) Profit Sharing Plan & Trust | Gb Capital Holdings LLC | $892,203 | 2023 |
| Megla Manufacturing, Inc. Profit Sharing Plan | Megla Manufacturing, Inc. Profit Sharing Plan | $19,219 | 2023 |
| California Institute Of Arts & Technology Health And Welfare Benefits Plan | California Institute Of Arts & Technology | not reported in the loaded dataset | 2023 |
| Chm Hotels Dba California Hospitality Management Welfare Health Plan | Chm Hotels Dba California Hospitality Management | not reported in the loaded dataset | 2023 |
| Dalton Motors Health & Welfare Plan | Dalton Motors | not reported in the loaded dataset | 2023 |
| Dalton Motors Health & Welfare Plan | Dalton Motors | not reported in the loaded dataset | 2023 |
| Episcopal Community Services Welfare Benefits Plan | Episcopal Community Services | not reported in the loaded dataset | 2023 |
| Operation Samahan Inc. Health & Welfare Benefit Plan | Operation Samahan, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in National City → · National City plans by participants → · National City plans with financial data → · National City plans with provider compensation → · $1B+ plans in National City →
Related Form 5500 pages
- All CA Form 5500 filings
- Harvest Sherwood Food Distributors Employee 401(K) Plan (plan 003)
- Harvest Sherwood Food Distributors, Inc — all reported plans
- Episcopal Community Services 401k Plan (plan 001)
- Episcopal Community Services — all reported plans
- Motivational Systems, Inc. 401(K) Retirement Plan (plan 001)
- Motivational Systems, Inc. — all reported plans
- Dalton Motors 401(K) Plan (plan 008)
- Dalton Motors Sd, LLC — all reported plans
- Cumming Chevrolet 401k Plan (plan 001)
- Cumming Chevrolet — all reported plans
- Gb Capital Holdings LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Gb Capital Holdings LLC — all reported plans
- Megla Manufacturing, Inc. Profit Sharing Plan (plan 001)
- Megla Manufacturing, Inc. Profit Sharing Plan — all reported plans
- California Institute Of Arts & Technology Health And Welfare Benefits Plan (plan 501)
- California Institute Of Arts & Technology — all reported plans
- Chm Hotels Dba California Hospitality Management Welfare Health Plan (plan 501)
- Chm Hotels Dba California Hospitality Management — all reported plans
- Dalton Motors Health & Welfare Plan (plan 501)
- Dalton Motors — all reported plans
- Dalton Motors Health & Welfare Plan (plan 501)
- Episcopal Community Services Welfare Benefits Plan (plan 501)
- Operation Samahan Inc. Health & Welfare Benefit Plan (plan 501)
- Operation Samahan, Inc. — all reported plans
- Methodology
- Data sources