Plan5500

Newport, 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, Newport, CA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,512,426 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Newport

  • 2 loaded plans hold $4.5M in reported assets across 2 sponsors.
  • The largest, Csl Berkshire Operating Company, LLC 401(K) Plan, holds 100% of reported Newport plan assets.
  • Plans cover 814 participants — about 407 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.5MSummed across loaded plans$4,512,426
Total reported assets$4.5M$4,512,426
Total reported participants814
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.5M total assets
Net assets$4.5MLiabilities$0
Contributions & income
Employer contributions$463K
Participant contributions$875.8K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$596.4K
Total expenses$612.7K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Newport market comparison

Largest plan share of assets100%Csl Berkshire Operating Company, LLC 401(K) Plan
Participants per plan407Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Newport

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

  1. 1
    Csl Berkshire Operating Company, LLC 401(K) Plan$4.5M
    Csl Berkshire Operating Company, · 2023
  2. 2
    Innovative Health Management Partner LLC Group Health And Welfare Plannot reported in the loaded dataset
    Innovative Health Management Partner LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Newport, CA?
2 plan(s) reported by 2 sponsor(s) are loaded for Newport, CA.

Related Form 5500 pages