Redlands, 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, Redlands, CA has 35 loaded benefit plan(s) reported by 28 plan sponsor(s), with $2,383,295,770 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 35
- Plan sponsors
- 28
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,383,295,770
- Total reported liabilities (EOY)
- $8,849,506
- Total reported net assets (EOY)
- $2,359,201,944
Contributions & income
- Employer contributions
- $55,058,465
- Participant contributions
- $82,934,859
- Total income / additions
- $507,416,791
Expenses & distributions
- Benefits paid / distributions
- $123,543,983
- Total expenses
- $125,576,840
- Net increase / (decrease)
- $381,839,951
Coverage
- Total reported participants
- 19,897
- Plans with financial statements
- 25
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Redlands, 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 |
|---|---|---|---|
| Environmental Systems Research Institute, Inc. 401(K) Investment And Profit Sharing Plan | Environmental Systems Research Institute, Inc. | $1,860,508,622 | 2023 |
| University Of Redlands Retirement Plan | The University Of Redlands | $216,468,910 | 2023 |
| Redlands Community Hospital Plus Program | Redlands Community Hospital | $154,781,299 | 2023 |
| San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(K) Profit Sharing Plan | San Bernardino Medical Orthopaedic Group, Inc. | $33,369,754 | 2023 |
| The Contractors Retirement Plan | Pro-Craft Construction, Inc. | $19,484,652 | 2023 |
| Mountain West Financial, Inc. 401(K) Profit Sharing Plan | Mountain West Financial, Inc. | $15,244,320 | 2023 |
| Fenster & Fenster An Accountancy Corp. 401k Profit Sharing Plan | Fenster & Fenster | $14,974,406 | 2023 |
| Mirau, Edwards, Cannon, Lewin & Tooke 401(K) Profit Sharing Plan | Mirau, Edwards, Cannon, Lewin & Tooke | $13,219,385 | 2023 |
| Lifetime Industries Employee Stock Ownership Plan | Lifetime Industries Holdings, Inc. | $10,718,889 | 2023 |
| Tom Bell Group 401(K) Retirement Plan | Dick Dewese Chevrolet Inc. Dba Tom Bell Chevrolet | $10,447,799 | 2023 |
| Burgeson'S Heating And Air Conditioning, Inc. 401k Plan | Burgeson'S Heating And Air Conditioning, In. | $8,882,169 | 2023 |
| Kyocera Medical Technologies, Inc. | Kyocera Medical Technologies, Inc. | $7,199,997 | 2023 |
| Robert Clapper Construction Services, Inc. Esop | Robert Clapper Construction Services, Inc. | $3,235,792 | 2023 |
| E-Water Solutions, Inc. 401(K) Plan | E-Water Solutions, Inc. | $2,964,051 | 2023 |
| Pacific Dermatology Institute 401(K) Plan | Pacific Dermatology Institute, Inc. | $2,947,405 | 2023 |
| Samir E. Hage, D.O., Inc. Cash Balance Pension Plan | Samir E. Hage, D.O., Inc. | $2,712,360 | 2023 |
| Inland Psychiatric Medical Group 401(K) Plan | Inland Psychiatric Medical Group | $2,063,886 | 2023 |
| Redlands Christian Schools Aca 403(B) Plan | Redlands Christian Schools | $1,513,594 | 2023 |
| Hicks & Hartwick, Inc., Profit Sharing Plan | Hicks & Hartwick, Inc. | $1,347,746 | 2023 |
| Lyn M Pintelon Do Inc 401(K) Profit Sharing Plan | Lyn M Pintelon Do Inc | $721,723 | 2023 |
| Fifth Season Living Retirement Plan | Fifth Season Living | $312,000 | 2023 |
| Tri-City Family Dental 401k Profit Sharing Plan | Ekinomo Odufalu Dental Inc | $82,512 | 2023 |
| Siegner Holdings Inc. Retirement Plan | Siegner Holdings Inc. | $80,000 | 2023 |
| San Bernardino County Sheriff'S Employees' Benefit Association - Flexible Benefits Plan | San Bernardino County Sheriff'S Employees' Benefit Association | $11,186 | 2023 |
| K. E. Rodgers Inc Insurance Program | K.E. Rodgers, Inc. | $3,313 | 2023 |
Largest plans in Redlands → · Redlands plans by participants → · Redlands plans with financial data → · Redlands plans with provider compensation → · $1B+ plans in Redlands →
Related Form 5500 pages
- All CA Form 5500 filings
- Environmental Systems Research Institute, Inc. 401(K) Investment And Profit Sharing Plan (plan 001)
- Environmental Systems Research Institute, Inc. — all reported plans
- University Of Redlands Retirement Plan (plan 001)
- The University Of Redlands — all reported plans
- Redlands Community Hospital Plus Program (plan 003)
- Redlands Community Hospital — all reported plans
- San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(K) Profit Sharing Plan (plan 001)
- San Bernardino Medical Orthopaedic Group, Inc. — all reported plans
- The Contractors Retirement Plan (plan 001)
- Pro-Craft Construction, Inc. — all reported plans
- Mountain West Financial, Inc. 401(K) Profit Sharing Plan (plan 001)
- Mountain West Financial, Inc. — all reported plans
- Fenster & Fenster An Accountancy Corp. 401k Profit Sharing Plan (plan 002)
- Fenster & Fenster — all reported plans
- Mirau, Edwards, Cannon, Lewin & Tooke 401(K) Profit Sharing Plan (plan 001)
- Mirau, Edwards, Cannon, Lewin & Tooke — all reported plans
- Lifetime Industries Employee Stock Ownership Plan (plan 002)
- Lifetime Industries Holdings, Inc. — all reported plans
- Tom Bell Group 401(K) Retirement Plan (plan 002)
- Dick Dewese Chevrolet Inc. Dba Tom Bell Chevrolet — all reported plans
- Burgeson'S Heating And Air Conditioning, Inc. 401k Plan (plan 002)
- Burgeson'S Heating And Air Conditioning, In. — all reported plans
- Kyocera Medical Technologies, Inc. (plan 001)
- Kyocera Medical Technologies, Inc. — all reported plans
- Robert Clapper Construction Services, Inc. Esop (plan 002)
- Robert Clapper Construction Services, Inc. — all reported plans
- E-Water Solutions, Inc. 401(K) Plan (plan 001)
- E-Water Solutions, Inc. — all reported plans
- Pacific Dermatology Institute 401(K) Plan (plan 001)
- Pacific Dermatology Institute, Inc. — all reported plans
- Methodology
- Data sources