Plan5500

Newport Coast, 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 Coast, CA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $26,145,831 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Newport Coast

  • 6 loaded plans hold $26.1M in reported assets across 5 sponsors.
  • The largest, Sage Hill School Defined Contribution Retirement Plan, holds 94% of reported Newport Coast plan assets.
  • Plans cover 349 participants — about 58 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.5MSummed across loaded plans$26,452,969
Total reported assets$26.1M$26,145,831
Total reported participants349
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$26.1M total assets
Net assets$26.5MLiabilities$0
Contributions & income
Employer contributions$827.4K
Participant contributions$1.1M
Total income / additions$5.7M
Expenses & distributions
Benefits paid / distributions$640.7K
Total expenses$669.1K
Net increase / (decrease)$5.1M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

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

Largest plan share of assets94%Sage Hill School Defined Contribution Retirement Plan
Participants per plan58Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Newport Coast

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

  1. 1
    Sage Hill School Defined Contribution Retirement Plan$24.6M
    Sage Hill School · 2023
  2. 2
    Jamm Inc. 401(K) Plan$656.2K
    Jamm Inc. · 2023
  3. 3
    Cfr Enterprises, Inc. 401(K) Plan$554.9K
    Cfr Enterprises, Inc. · 2023
  4. 4
    B2p Technology Inc 401(K) Plan$362.9K
    B2p Technology Inc · 2023
  5. 5
    Next Level Security Systems Ll 401(K) Profit Sharing Plan & Trust$0
    Next Level Security Systems Ll · 2023
  6. 6
    Sage Hill School Welfare Benefit Plannot reported in the loaded dataset
    Sage Hill School · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Newport Coast, CA?
6 plan(s) reported by 5 sponsor(s) are loaded for Newport Coast, CA.

Related Form 5500 pages