Plan5500

Oakhurst, 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, Oakhurst, CA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $2,919,472 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Oakhurst

  • 5 loaded plans hold $2.9M in reported assets across 4 sponsors.
  • The largest, Arborworks, Inc. 401(K) Plan, holds 91% of reported Oakhurst plan assets.
  • Plans cover 753 participants — about 151 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.9MSummed across loaded plans$2,919,472
Total reported assets$2.9M$2,919,472
Total reported participants753
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.9M total assets
Net assets$2.9MLiabilities$0
Contributions & income
Employer contributions$330.6K
Participant contributions$802.4K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$597.1K
Total expenses$644.9K
Net increase / (decrease)$632K

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation1 / 5 (20%)

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

Oakhurst market comparison

Largest plan share of assets91%Arborworks, Inc. 401(K) Plan
Participants per plan151Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Oakhurst

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

  1. 1
    Arborworks, Inc. 401(K) Plan$2.7M
    Arborworks, Inc. · 2023
  2. 2
    Western Sierra Nursery Inc. 401(K) Plan$203.3K
    Western Sierra Nursery Inc. · 2023
  3. 3
    Sequoia Express Company 401(K) Plan$57.7K
    Sequoia Express Company · 2023
  4. 4
    Taskrabbit, Inc Employee Health And Welfare Benefits Plannot reported in the loaded dataset
    Taskrabbit, Inc · 2023
  5. 5
    Arbor Works, LLC Erisa Healthcare Plannot reported in the loaded dataset
    Arbor Works Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Oakhurst, CA?
5 plan(s) reported by 4 sponsor(s) are loaded for Oakhurst, CA.

Related Form 5500 pages