Palm Desert, 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, Palm Desert, CA has 29 loaded benefit plan(s) reported by 26 plan sponsor(s), with $130,611,482 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 29
- Plan sponsors
- 26
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $130,611,482
- Total reported liabilities (EOY)
- $2,106,485
- Total reported net assets (EOY)
- $128,504,997
Contributions & income
- Employer contributions
- $4,487,776
- Participant contributions
- $5,309,853
- Total income / additions
- $26,654,075
Expenses & distributions
- Benefits paid / distributions
- $9,936,001
- Total expenses
- $10,320,308
- Net increase / (decrease)
- $16,333,767
Coverage
- Total reported participants
- 2,963
- Plans with financial statements
- 25
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Palm Desert, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Sunrise Company 401(K) Plan | Toscana Limited, L.P. | $30,915,757 | 2023 |
| The Fairfield Homes Title Holding Co., Inc. Defined Benefit Pension Plan | The Fairfield Homes Title Holding Co., Inc. | $20,565,656 | 2023 |
| Bighorn Golf Club 401(K) Plan | Bighorn Golf Club | $17,601,816 | 2023 |
| West Coast Turf 401(K) Profit Sharing Plan | West Coast Turf | $16,233,021 | 2023 |
| Ironsmith, Inc. Employee Stock Ownership Plan | Ironsmith, Inc. | $10,440,663 | 2023 |
| Franklin Loan Center 401(K) Plan | Franklin Loan Center | $8,699,633 | 2023 |
| The Lakes Country Club Association, Inc. 401(K) Plan | The Lakes Country Club Association, Inc. | $5,664,604 | 2023 |
| Sun City Palm Springs Communit 401(K) Profit Sharing Plan & Trust | Sun City Palm Springs Communit | $4,098,493 | 2023 |
| Mollers Garden Center, Inc. 401(K) Plan | Moller'S Garden Center, Inc. | $3,263,116 | 2023 |
| Ironwood Country Club 401(K) Retirement Plan | Ironwood Country Club | $3,191,836 | 2023 |
| Bishoy Labib, Md, Inc. Defined Benefit Pension Plan | Bishoy Labib, M.D., Inc. | $1,840,151 | 2023 |
| International School Of Beauty, Inc. 401(K) Profit Sharing Plan | International School Of Beauty, Inc. | $1,707,292 | 2023 |
| Southwest Networks, Inc Employee Stock Ownerhip Plan | Southwest Networks, Inc | $1,320,422 | 2023 |
| Bishoy Labib, Md, Inc. 401(K) Plan | Bishoy Labib, M.D., Inc. | $1,263,844 | 2023 |
| Desert Pacific Properties 401(K) Retirement Plan | Desert Pacific Properties, Inc. | $1,224,102 | 2023 |
| Kevin Peterson Enterprises Inc 401(K) Profit Sharing Plan & Trust | Kevin Peterson Enterprises Inc | $796,118 | 2023 |
| Allman & Allman A Professional 401(K) Profit Sharing Plan & Trust | Allman & Allman A Professional | $360,409 | 2023 |
| Cypress Wealth Services LLC 401(K) Profit Sharing Plan & Trust | Cypress Wealth Services LLC | $311,082 | 2023 |
| Renova Energy Corp. Employee Stock Ownership Plan | Renova Energy Corp. | $202,894 | 2023 |
| Xerof, Inc. Profit Sharing Plan | Xerof, Inc. Profit Sharing Plan | $190,402 | 2023 |
| Knott And Russell, Inc. 401(K) Profit Sharing Plan | Knott And Russell, Inc. | $180,229 | 2023 |
| Kenneth H. Jesser, M.D., Inc. 401(K) Plan & Trust | Kenneth H. Jesser, M.D., Inc. | $152,986 | 2023 |
| Paul C Gerhardt Cpa 401(K) Plan | Paul C Gerhardt | $148,923 | 2023 |
| Beg Hospitality, Inc. 401(K) Plan | Beg Hospitality, Inc. | $136,104 | 2023 |
| Sterling Ventures 401(K) Plan | Sterling Ventures | $101,929 | 2023 |
Largest plans in Palm Desert → · Palm Desert plans by participants → · Palm Desert plans with financial data → · Palm Desert plans with provider compensation → · $1B+ plans in Palm Desert →
Related Form 5500 pages
- All CA Form 5500 filings
- Sunrise Company 401(K) Plan (plan 001)
- Toscana Limited, L.P. — all reported plans
- The Fairfield Homes Title Holding Co., Inc. Defined Benefit Pension Plan (plan 001)
- The Fairfield Homes Title Holding Co., Inc. — all reported plans
- Bighorn Golf Club 401(K) Plan (plan 001)
- Bighorn Golf Club — all reported plans
- West Coast Turf 401(K) Profit Sharing Plan (plan 001)
- West Coast Turf — all reported plans
- Ironsmith, Inc. Employee Stock Ownership Plan (plan 001)
- Ironsmith, Inc. — all reported plans
- Franklin Loan Center 401(K) Plan (plan 002)
- Franklin Loan Center — all reported plans
- The Lakes Country Club Association, Inc. 401(K) Plan (plan 001)
- The Lakes Country Club Association, Inc. — all reported plans
- Sun City Palm Springs Communit 401(K) Profit Sharing Plan & Trust (plan 001)
- Sun City Palm Springs Communit — all reported plans
- Mollers Garden Center, Inc. 401(K) Plan (plan 001)
- Moller'S Garden Center, Inc. — all reported plans
- Ironwood Country Club 401(K) Retirement Plan (plan 001)
- Ironwood Country Club — all reported plans
- Bishoy Labib, Md, Inc. Defined Benefit Pension Plan (plan 002)
- Bishoy Labib, M.D., Inc. — all reported plans
- International School Of Beauty, Inc. 401(K) Profit Sharing Plan (plan 002)
- International School Of Beauty, Inc. — all reported plans
- Southwest Networks, Inc Employee Stock Ownerhip Plan (plan 003)
- Southwest Networks, Inc — all reported plans
- Bishoy Labib, Md, Inc. 401(K) Plan (plan 001)
- Desert Pacific Properties 401(K) Retirement Plan (plan 001)
- Desert Pacific Properties, Inc. — all reported plans
- Methodology
- Data sources