Pomona, 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, Pomona, CA has 52 loaded benefit plan(s) reported by 34 plan sponsor(s), with $1,174,046,098 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 52
- Plan sponsors
- 34
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,174,046,098
- Total reported liabilities (EOY)
- $25,483,503
- Total reported net assets (EOY)
- $1,146,768,340
Contributions & income
- Employer contributions
- $30,964,325
- Participant contributions
- $55,697,971
- Total income / additions
- $244,848,863
Expenses & distributions
- Benefits paid / distributions
- $80,041,439
- Total expenses
- $82,712,695
- Net increase / (decrease)
- $162,136,168
Coverage
- Total reported participants
- 35,701
- Plans with financial statements
- 31
- Plans with provider compensation
- 21
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pomona, 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 |
|---|---|---|---|
| Pomona Valley Hospital Medical Center Retirement Savings Plan | Pomona Valley Hospital Medical Center | $525,201,271 | 2023 |
| Western University Of Health Sciences 403(B) Plan | Western University Of Health Sciences | $300,577,448 | 2023 |
| Casa Colina, Inc. 403(B) Retirement Plan | Casa Colina, Inc. | $47,879,060 | 2023 |
| Lereta, LLC 401(K) Plan | Lereta, LLC | $32,020,054 | 2023 |
| Kkw Holdings, Inc. Employee Stock Ownership Plan | K.K.W. Holdings, Inc. | $30,824,317 | 2023 |
| Murcor, Inc. 401(K) Profit Sharing Plan | Murcor, Inc. | $28,686,827 | 2023 |
| Psc Biotech Corporation Retirement Plan | Psc Biotech Corporation | $21,973,496 | 2023 |
| Chaparral Medical Group, Inc. 401(K) Plan | Chaparral Medical Group, Inc. | $21,139,044 | 2023 |
| Lee Jennings Target Express, Inc. 401(K) Profit Sharing Plan | Lee Jennings Target Express, Inc. | $16,528,118 | 2023 |
| Consolidated Trucking Services Retirement Plan | Osterkamp Trucking Inc. | $15,250,573 | 2023 |
| Yamamoto Of Orient, Inc. Shared Savings Plan | Yamamoto Of Orient, Inc. | $13,065,749 | 2023 |
| Kkw Trucking, Inc. 401(K) Profit Sharing And Retirement Trust | Kkw Trucking, Inc. | $12,407,969 | 2023 |
| Torn & Glasser, Inc. Employees' 401k Plan | Torn & Glasser, Inc. | $11,185,916 | 2023 |
| Casa Colina, Inc. Retirement Plan | Casa Colina, Inc. | $10,962,516 | 2023 |
| Los Angeles County Fair Association 401(K) Profit Sharing Plan | Los Angeles County Fair Association | $10,941,952 | 2023 |
| Eastman Strings Inc 401(K) Profit Sharing Plan & Trust | Eastman Strings Inc | $8,452,846 | 2023 |
| Dow Hydraulic Systems 401(K) Profit Sharing Plan | Dow Hydraulic Systems | $8,431,780 | 2023 |
| Physician Support Systems, Inc. 401(K) Plan | Physician Support Systems, Inc. | $7,401,697 | 2023 |
| Foundation Laboratory 401(K) Profit Sharing Plan | Latara Enterprise, Inc. Dba Foundation Laboratory | $6,458,489 | 2023 |
| Unipac Shipping Inc. 401(K) Profit Sharing Plan | Unipac Shipping Inc. | $6,342,792 | 2023 |
| Royal Industries, Inc. 401(K) Plan | Royal Industries, Inc. Dba Royal Cabinets | $5,641,965 | 2023 |
| Coan Construction Co. Inc. Profit Sharing Plan | Coan Construction Co., Inc. | $5,187,019 | 2023 |
| Cmc Worldwide Inc. Profit Sharing Plan | Cmc Worldwide Inc | $4,827,955 | 2023 |
| Pomona Community Health Center 403(B) Plan | Pomona Community Health Center | $3,920,451 | 2023 |
| Spectra Company Inc 401(K) Profit Sharing Plan & Trust | Spectra Company Inc | $3,745,833 | 2023 |
Largest plans in Pomona → · Pomona plans by participants → · Pomona plans with financial data → · Pomona plans with provider compensation → · $1B+ plans in Pomona →
Related Form 5500 pages
- All CA Form 5500 filings
- Pomona Valley Hospital Medical Center Retirement Savings Plan (plan 003)
- Pomona Valley Hospital Medical Center — all reported plans
- Western University Of Health Sciences 403(B) Plan (plan 001)
- Western University Of Health Sciences — all reported plans
- Casa Colina, Inc. 403(B) Retirement Plan (plan 002)
- Casa Colina, Inc. — all reported plans
- Lereta, LLC 401(K) Plan (plan 001)
- Lereta, LLC — all reported plans
- Kkw Holdings, Inc. Employee Stock Ownership Plan (plan 003)
- K.K.W. Holdings, Inc. — all reported plans
- Murcor, Inc. 401(K) Profit Sharing Plan (plan 001)
- Murcor, Inc. — all reported plans
- Psc Biotech Corporation Retirement Plan (plan 001)
- Psc Biotech Corporation — all reported plans
- Chaparral Medical Group, Inc. 401(K) Plan (plan 001)
- Chaparral Medical Group, Inc. — all reported plans
- Lee Jennings Target Express, Inc. 401(K) Profit Sharing Plan (plan 001)
- Lee Jennings Target Express, Inc. — all reported plans
- Consolidated Trucking Services Retirement Plan (plan 001)
- Osterkamp Trucking Inc. — all reported plans
- Yamamoto Of Orient, Inc. Shared Savings Plan (plan 001)
- Yamamoto Of Orient, Inc. — all reported plans
- Kkw Trucking, Inc. 401(K) Profit Sharing And Retirement Trust (plan 002)
- Kkw Trucking, Inc. — all reported plans
- Torn & Glasser, Inc. Employees' 401k Plan (plan 003)
- Torn & Glasser, Inc. — all reported plans
- Casa Colina, Inc. Retirement Plan (plan 001)
- Los Angeles County Fair Association 401(K) Profit Sharing Plan (plan 004)
- Los Angeles County Fair Association — all reported plans
- Methodology
- Data sources