Plan5500

Newbury Park, 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, Newbury Park, CA has 15 loaded benefit plan(s) reported by 14 plan sponsor(s), with $44,872,455 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
14
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$44.9MSummed across loaded plans$44,872,455
Total reported assets$44.9M$44,872,455
Total reported participants1.6K1,609
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$44.9M total assets
Net assets$44.9MLiabilities$0
Contributions & income
Employer contributions$676.4K
Participant contributions$2.3M
Total income / additions$8.7M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.8M
Net increase / (decrease)$4.8M

Data coverage

Plans with financial statements12 / 15 (80%)
Plans with provider compensation3 / 15 (20%)

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

Newbury Park market comparison

Largest plan share of assets38%Pleasant Travel Service Salary Savings Plan
Participants per plan107Average across loaded plans
Plan sponsors14
Ranked by reported assets

Largest loaded plans in Newbury Park

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

  1. 1
    Pleasant Travel Service Salary Savings Plan$17M
    Pleasant Travel Service · 2023
  2. 2
    Giant Bicycle Inc 401k Plan$13.6M
    Giant Bicycle Inc · 2023
  3. 3
    Six Smith Family, Inc. 401(K) Profit Sharing Plan$8.4M
    Six Smith Family, Inc. · 2023
  4. 4
    Commercial Micro-Systems, Inc. 401(K) Plan$3M
    Commercial Micro-Systems, Inc. · 2023
  5. 5
    Windblown Media, Inc. 401(K) Plan$1.1M
    Windblown Media, Inc. · 2023
  6. 6
    Unger Consulting Inc 401(K) Profit Sharing Plan$446.1K
    Unger Consulting Inc · 2023
  7. 7
    Pero Marketing Group, LLC 401(K) Profit Sharing Plan$429.1K
    Pero Marketing Group, LLC · 2023
  8. 8
    Art Trek 401(K)$347.5K
    Art Trek Inc. · 2023
  9. 9
    Motorola Invest 401k$200.5K
    Motorola Invest, Inc. · 2023
  10. 10
    Home Care Of Conejo Valley, Inc. 401(K) Plan$149.4K
    Home Care Of Conejo Valley, Inc. · 2023
  11. 11
    Foundation Built, Inc. 401k Profit Sharing Plan$116.6K
    Foundation Built, Inc. · 2023
  12. 12
    Sunset Medical Management Inc 401(K) Profit Sharing Plan & Trust$79.4K
    Sunset Medical Management Inc · 2023
  13. 13
    Giant Bicycle, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Giant Bicycle, Inc. · 2023
  14. 14
    Sage Publications, Inc. Health And Welfare Erisa Wrap Plannot reported in the loaded dataset
    Sage Publications, Inc. · 2023
  15. 15
    Compulink Business Systems Inc Benefit Plannot reported in the loaded dataset
    Compulink Business Services · 2023

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

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