Poway, 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, Poway, CA has 56 loaded benefit plan(s) reported by 41 plan sponsor(s), with $534,132,021 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 56
- Plan sponsors
- 41
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $534,132,021
- Total reported liabilities (EOY)
- $52,755,243
- Total reported net assets (EOY)
- $481,376,778
Contributions & income
- Employer contributions
- $31,795,109
- Participant contributions
- $20,327,017
- Total income / additions
- $119,545,111
Expenses & distributions
- Benefits paid / distributions
- $55,357,259
- Total expenses
- $59,466,786
- Net increase / (decrease)
- $60,078,325
Coverage
- Total reported participants
- 14,018
- Plans with financial statements
- 38
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Poway, 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 |
|---|---|---|---|
| Cohu, Inc. Employees' Retirement Plan | Cohu, Inc. | $258,649,320 | 2023 |
| Pkl Services, Inc. Employee Stock Ownership Plan | Pkl Services, Inc. | $35,865,486 | 2023 |
| Physicians Independent Medical Group, Inc Retirement Plan | Pimg | $27,727,264 | 2023 |
| Arch Health Partners 401(K) Plan | Arch Health Partners | $22,663,727 | 2023 |
| Employee Savings Plan | Corovan Corporation | $21,800,387 | 2023 |
| Tgt Enterprises, Inc. 401(K) Plan | Tgt Enterprises Inc. Dba Anderson | $15,522,649 | 2023 |
| Corodata Corporation 401(K) Plan | Corodata Corporation | $15,084,284 | 2023 |
| Corovan Corporation Employee Stock Ownership Plan | Corovan Corporation | $14,642,236 | 2023 |
| Anderson Employee Stock Ownership Plan | T. G. T. Enterprises, Inc. D/B/A Anderson | $14,100,000 | 2023 |
| Orthopedic Surgery Associates 401(K) Profit Sharing Plan | Orthopedic Surgery Associates Of North County | $14,004,715 | 2023 |
| Pkl Services, Inc. Cft 401(K) Plan | Pkl Services, Inc. | $13,031,563 | 2023 |
| Abc California Health Trust Welfare Benefit Plan | Associated Builders And Contractors Of California, San Diego Chapter | $8,650,107 | 2023 |
| Bay City Electric Works 401(K) Plan | Bay City Equipment Industries, Inc. | $8,642,869 | 2023 |
| Pkl Services, Inc. 401(K) Plan | Pkl Services, Inc. | $8,044,348 | 2023 |
| Ocs Lighting & Control, Inc. Profit Sharing Plan | Ocs Lighting & Control, Inc. | $6,063,321 | 2023 |
| Information Systems Laboratories, Inc. Employee Stock Ownership Plan | Information Systems Laboratories Inc. | $5,267,986 | 2023 |
| Reps Investments, Inc. Retirement Savings Plan | Reps Investments, Inc. | $4,503,564 | 2023 |
| Epc Power 401(K) Plan | Epc Power Corp. | $4,344,177 | 2023 |
| Somacis Inc 401(K) Salary Reduction Plan And Trust | Somacis Inc | $3,837,453 | 2023 |
| Htk Structural Engineers, Llp 401(K) Profit Sharing Plan | Htk Structural Engineers, Llp | $3,817,561 | 2023 |
| Benchmark Landscape, Inc. 401(K) Profit Sharing Plan | Benchmark Landscape, Inc. | $3,672,792 | 2023 |
| Clarity Design, Inc. 401(K) Plan | Clarity Design, Inc. | $3,629,034 | 2023 |
| Gis Surveyors, Inc. Employee Stock Ownership Plan | Gis Surveyors, Inc. | $3,316,876 | 2023 |
| Boulder Oral & Maxillofacial Surgery Profit Sharing Plan | Boulder Oral & Maxillofacial Surgery | $2,452,145 | 2023 |
| Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust | Boulder Oral & Maxillofacial Surgery | $2,342,865 | 2023 |
Largest plans in Poway → · Poway plans by participants → · Poway plans with financial data → · Poway plans with provider compensation → · $1B+ plans in Poway →
Related Form 5500 pages
- All CA Form 5500 filings
- Cohu, Inc. Employees' Retirement Plan (plan 001)
- Cohu, Inc. — all reported plans
- Pkl Services, Inc. Employee Stock Ownership Plan (plan 002)
- Pkl Services, Inc. — all reported plans
- Physicians Independent Medical Group, Inc Retirement Plan (plan 001)
- Pimg — all reported plans
- Arch Health Partners 401(K) Plan (plan 001)
- Arch Health Partners — all reported plans
- Employee Savings Plan (plan 001)
- Corovan Corporation — all reported plans
- Tgt Enterprises, Inc. 401(K) Plan (plan 001)
- Tgt Enterprises Inc. Dba Anderson — all reported plans
- Corodata Corporation 401(K) Plan (plan 001)
- Corodata Corporation — all reported plans
- Corovan Corporation Employee Stock Ownership Plan (plan 002)
- Anderson Employee Stock Ownership Plan (plan 002)
- Orthopedic Surgery Associates 401(K) Profit Sharing Plan (plan 006)
- Orthopedic Surgery Associates Of North County — all reported plans
- Pkl Services, Inc. Cft 401(K) Plan (plan 003)
- Abc California Health Trust Welfare Benefit Plan (plan 501)
- Associated Builders And Contractors Of California, San Diego Chapter — all reported plans
- Bay City Electric Works 401(K) Plan (plan 001)
- Bay City Equipment Industries, Inc. — all reported plans
- Pkl Services, Inc. 401(K) Plan (plan 004)
- Ocs Lighting & Control, Inc. Profit Sharing Plan (plan 002)
- Ocs Lighting & Control, Inc. — all reported plans
- Methodology
- Data sources