Plan5500

Richvale, 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, Richvale, CA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $29,920,534 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
2
Latest filing year
2023

What stands out in Richvale

  • 3 loaded plans hold $29.9M in reported assets across 2 sponsors.
  • The largest, Wehah Farm, Inc. 401(K) Profit Sharing Plan, holds 80% of reported Richvale plan assets.
  • Plans cover 1,047 participants — about 349 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$29.9MSummed across loaded plans$29,920,534
Total reported assets$29.9M$29,920,534
Total reported participants1K1,047
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$29.9M total assets
Net assets$29.9MLiabilities$0
Contributions & income
Employer contributions$989.1K
Participant contributions$2.1M
Total income / additions$8.5M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.4M
Net increase / (decrease)$5.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Richvale market comparison

Largest plan share of assets80%Wehah Farm, Inc. 401(K) Profit Sharing Plan
Participants per plan349Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Richvale

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

  1. 1
    Wehah Farm, Inc. 401(K) Profit Sharing Plan$23.9M
    Wehah Farm, Inc. Dba Lundberg Family Farms · 2023
  2. 2
    Avag Inc 401k Profit Sharing Plan$6M
    Avag Inc · 2023
  3. 3
    Wehah Farm, Inc. Health And Welfare Benefits Plannot reported in the loaded dataset
    Wehah Farm, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Richvale, CA?
3 plan(s) reported by 2 sponsor(s) are loaded for Richvale, CA.

Related Form 5500 pages