Plan5500

Parlier, 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, Parlier, CA has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $31,907,839 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
3
Latest filing year
2023

What stands out in Parlier

  • 5 loaded plans hold $31.9M in reported assets across 3 sponsors.
  • The largest, O'Neill Vintners & Distillers 401(K) Plan, holds 58% of reported Parlier plan assets.
  • Plans cover 1,447 participants — about 289 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 60% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$31.9MSummed across loaded plans$31,907,828
Total reported assets$31.9M$31,907,839
Total reported participants1.4K1,447
Total reported liabilities$11

Reported net position

Reported assets = net assets + liabilities (summed)$31.9M total assets
Net assets$31.9MLiabilities$11
Contributions & income
Employer contributions$1.1M
Participant contributions$2.2M
Total income / additions$8M
Expenses & distributions
Benefits paid / distributions$2.9M
Total expenses$3.1M
Net increase / (decrease)$4.9M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation3 / 5 (60%)

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

Parlier market comparison

Largest plan share of assets58%O'Neill Vintners & Distillers 401(K) Plan
Participants per plan289Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Parlier

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

  1. 1
    O'Neill Vintners & Distillers 401(K) Plan$18.4M
    O'Neill Vintners & Distillers · 2023
  2. 2
    Maxco Supply, Inc. 401(K) Plan$8.8M
    Maxco Supply, Inc · 2023
  3. 3
    Custom Produce Sales 401k Profit Sharing Plan$4.7M
    Custom Produce Sales · 2023
  4. 4
    O'Neill Vintners & Distillers Health And Welfare Plannot reported in the loaded dataset
    O'Neill Beverages Co. LLC Dba O'Neill Vintners & Distillers · 2023
  5. 5
    Maxco Supply, Inc. Health & Welfare Plannot reported in the loaded dataset
    Maxco Supply, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Parlier, CA?
5 plan(s) reported by 3 sponsor(s) are loaded for Parlier, CA.

Related Form 5500 pages