Plan5500

Point Richmond, 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, Point Richmond, CA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $24,738,393 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Point Richmond

  • 3 loaded plans hold $24.7M in reported assets across 3 sponsors.
  • The largest, West Builders, Inc. Employee Stock Ownership Plan, holds 70% of reported Point Richmond plan assets.
  • Plans cover 379 participants — about 126 per plan.
  • 67% 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$18.3MSummed across loaded plans$18,317,844
Total reported assets$24.7M$24,738,393
Total reported participants379
Total reported liabilities$6.4M$6,420,549

Reported net position

Reported assets = net assets + liabilities (summed)$24.7M total assets
Net assets$18.3MLiabilities$6.4M
Contributions & income
Employer contributions$713.7K
Participant contributions$240.4K
Total income / additions$13.9M
Expenses & distributions
Benefits paid / distributions$144K
Total expenses$144.2K
Net increase / (decrease)$13.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Point Richmond market comparison

Largest plan share of assets70%West Builders, Inc. Employee Stock Ownership Plan
Participants per plan126Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Point Richmond

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

  1. 1
    West Builders, Inc. Employee Stock Ownership Plan$17.4M
    West Builders, Inc. · 2023
  2. 2
    Team Commercial Construction 401(K) Plan$7.3M
    Team Commercial Construction, Inc. · 2023
  3. 3
    Group Health Life Insurance Plan For Employers Of Diversified Health Servicesnot reported in the loaded dataset
    Diversified Health Services, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages