Plan5500

Palos Verdes Estates, 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, Palos Verdes Estates, CA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $21,729,210 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Palos Verdes Estates

  • 4 loaded plans hold $21.7M in reported assets across 4 sponsors.
  • The largest, Malaga Bank 401(K) Savings And Retirement Plan, holds 70% of reported Palos Verdes Estates plan assets.
  • Plans cover 199 participants — about 50 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.7MSummed across loaded plans$21,729,210
Total reported assets$21.7M$21,729,210
Total reported participants199
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21.7M total assets
Net assets$21.7MLiabilities$0
Contributions & income
Employer contributions$731.7K
Participant contributions$700.2K
Total income / additions$5.2M
Expenses & distributions
Benefits paid / distributions$808K
Total expenses$822.5K
Net increase / (decrease)$4.3M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Palos Verdes Estates, 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

Palos Verdes Estates market comparison

Largest plan share of assets70%Malaga Bank 401(K) Savings And Retirement Plan
Participants per plan50Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Palos Verdes Estates

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

  1. 1
    Malaga Bank 401(K) Savings And Retirement Plan$15.2M
    Malaga Bank · 2023
  2. 2
    Summit Speech Pathology Services 401(K) And Profit Sharing Plan$3.3M
    Summit Speech Pathology Services, Inc. · 2023
  3. 3
    M Properties, Inc. Defined Benefit Pension Plan$2.1M
    M Properties, Inc. · 2023
  4. 4
    Pacific Standard Restaurant Group 401(K) Plan$1.2M
    Pacific Standard Restaurant Group · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages