Northridge, 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, Northridge, CA has 37 loaded benefit plan(s) reported by 30 plan sponsor(s), with $361,371,805 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
37
Plan sponsors
30
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$306.7MSummed across loaded plans$306,662,546
Total reported assets$361.4M$361,371,805
Total reported participants9.4K9,374
Total reported liabilities$115.6M$115,587,570

Reported net position

Reported assets = net assets + liabilities (summed)$361.4M total assets
Net assets$306.7MLiabilities$115.6M
Contributions & income
Employer contributions$23.3M
Participant contributions$9.9M
Total income / additions$97.5M
Expenses & distributions
Benefits paid / distributions$39.4M
Total expenses$41.5M
Net increase / (decrease)$56M

Data coverage

Plans with financial statements32 / 37 (86%)
Plans with provider compensation7 / 37 (19%)

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

Northridge market comparison

Largest plan share of assets47%Arete Associates 401(K) Profit Sharing Plan
Participants per plan253Average across loaded plans
Plan sponsors30
Ranked by reported assets

Largest loaded plans in Northridge

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

  1. 1
    Arete Associates · 2023
  2. 2
    Arete Associates, Inc. · 2023
  3. 3
  4. 4
    The University Corporation · 2023
  5. 5
    San Fernando Valley Automotive, LLC · 2023
  6. 6
    Event Services Of America, Inc. · 2023
  7. 7
    Contemporary Services Corporation · 2023
  8. 8
    Craig Schauer, Cpa · 2023
  9. 9
    Teutonic Holdings, LLC · 2023
  10. 10
    Sohan L. Dua, M.D., F.A.C.P., A Medical Corporation · 2023
  11. 11
    Prism Management Company Inc · 2023
  12. 12
    Northwest Excavating, Inc. · 2023
  13. 13
    Royal Hydraulics, Inc. · 2023
  14. 14
    Krowne Certified Public Accountants · 2023
  15. 15
    Lawrence Osman, M.D., Pc · 2023
  16. 16
    Dr. Ravi Gupta, Inc. · 2023
  17. 17
    Rebecca Lee Dds A Dental Corp · 2023
  18. 18
    Jason Pair Professional Corp · 2023
  19. 19
    Roger W.K. Joe, Dds, Inc. · 2023
  20. 20
    Lloyd Design Corp Dba Lloyd Mats · 2023
  21. 21
    Rebecca Lee Dds A Dental Corp · 2023
  22. 22
    Mid Valley Dental Care - Northridge · 2023
  23. 23
    Egravitas LLC · 2023
  24. 24
  25. 25
    Threlkel & Company · 2023

Related Form 5500 pages