Rocklin, 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, Rocklin, CA has 50 loaded benefit plan(s) reported by 42 plan sponsor(s), with $162,140,696 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 50
- Plan sponsors
- 42
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $162,140,696
- Total reported liabilities (EOY)
- $57,747
- Total reported net assets (EOY)
- $162,094,027
Contributions & income
- Employer contributions
- $5,013,678
- Participant contributions
- $13,713,671
- Total income / additions
- $45,478,558
Expenses & distributions
- Benefits paid / distributions
- $14,983,249
- Total expenses
- $15,561,834
- Net increase / (decrease)
- $29,916,724
Coverage
- Total reported participants
- 7,136
- Plans with financial statements
- 37
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rocklin, 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 |
|---|---|---|---|
| Educational Media Foundation 401(K) Plan | Educational Media Foundation | $42,661,855 | 2023 |
| Sma America 401(K) Plan | Sma America Holdings, LLC. | $22,366,209 | 2023 |
| Intercare Holdings, Inc. Retirement Savings Plan | Intercare Holdings, Inc. | $20,621,211 | 2023 |
| Ecorp Consulting Inc 401(K) Profit Sharing Plan & Trust | Ecorp Consulting Inc | $19,003,673 | 2023 |
| Sonray Group 401(K) Profit Sharing Plan | Sonray Solar, Inc. | $12,029,338 | 2023 |
| J. R. Pierce Plumbing Company Profit Sharing Plan | J. R. Pierce Plumbing Co., Inc. Of Sacramento | $11,428,334 | 2023 |
| Pedro Mccracken Design Group, Inc. 401(K) Profit Sharing Plan | Pedro Mccracken Design Group, In | $9,936,072 | 2023 |
| Gemini Legal Support, Inc. 401(K) Profit Sharing Plan | Gemini Legal Support, Inc. | $4,962,211 | 2023 |
| Weidman-Tse Dental Corp 401(K) Profit Sharing Plan | Weidman-Tse Dental Corp | $2,958,835 | 2023 |
| Stepper Equipment Inc 401(K) Profit Sharing Plan & Trust | Stepper Equipment Inc | $2,474,420 | 2023 |
| Quality Telecom Consultants, Inc. 401(K) Plan | Quality Telecom Consultants, Inc. | $2,409,732 | 2023 |
| Jad Construction, Inc. 401(K) Savings Plan | Jad Construction, Inc. | $1,922,676 | 2023 |
| Sierra Nevada Photographic, Inc. 401(K) Plan | Sierra Nevada Photographic, Inc. | $1,524,039 | 2023 |
| Alexander And Martin Dds 401(K) Profit Sharing Plan | Robert M. Alexander Dds, Ms And Brandon D. Martin, Dds, Ms Apc | $1,374,497 | 2023 |
| Auburn Manor Holding Corporation Profit Sharing Plan | Auburn Manor Holding Corporation | $1,313,642 | 2023 |
| Medical Dynamics, Inc. 401(K) Profit Sharing Plan | Medical Dynamics, Inc. | $1,310,143 | 2023 |
| Bettencourt Transport, Inc. 401(K) Plan | Bettencourt Transport, Inc | $1,297,740 | 2023 |
| Pioneer Northern Inc. Retirement Plan | Pioneer Northern Inc. | $475,312 | 2023 |
| Nor Cal Outdoors Retirement Plan | Nor Cal Outdoors, Inc. | $387,782 | 2023 |
| Tahoeview Corp. 401(K) Plan | Tahoeview Corp. | $348,980 | 2023 |
| Nor Cal Heavenly Holdings Co. 401(K) Plan | Nor Cal Heavenly Holdings Co. | $264,126 | 2023 |
| Gavana Corporation Retirement Plan | Gavana Corporation | $255,000 | 2023 |
| Hartsoch Home Inspection Team, Inc. 401k Profit Sharing Plan | Hartsoch Home Inspection Team, Inc. | $159,900 | 2023 |
| Wolff Solutions Retirement Plan | Wolff Solutions, Inc. | $146,919 | 2023 |
| One Day Enterprise, LLC 401(K) Plan | One Day Enterprise, LLC | $132,751 | 2023 |
Largest plans in Rocklin → · Rocklin plans by participants → · Rocklin plans with financial data → · Rocklin plans with provider compensation → · $1B+ plans in Rocklin →
Related Form 5500 pages
- All CA Form 5500 filings
- Educational Media Foundation 401(K) Plan (plan 001)
- Educational Media Foundation — all reported plans
- Sma America 401(K) Plan (plan 001)
- Sma America Holdings, LLC. — all reported plans
- Intercare Holdings, Inc. Retirement Savings Plan (plan 001)
- Intercare Holdings, Inc. — all reported plans
- Ecorp Consulting Inc 401(K) Profit Sharing Plan & Trust (plan 002)
- Ecorp Consulting Inc — all reported plans
- Sonray Group 401(K) Profit Sharing Plan (plan 001)
- Sonray Solar, Inc. — all reported plans
- J. R. Pierce Plumbing Company Profit Sharing Plan (plan 002)
- J. R. Pierce Plumbing Co., Inc. Of Sacramento — all reported plans
- Pedro Mccracken Design Group, Inc. 401(K) Profit Sharing Plan (plan 001)
- Pedro Mccracken Design Group, In — all reported plans
- Gemini Legal Support, Inc. 401(K) Profit Sharing Plan (plan 001)
- Gemini Legal Support, Inc. — all reported plans
- Weidman-Tse Dental Corp 401(K) Profit Sharing Plan (plan 001)
- Weidman-Tse Dental Corp — all reported plans
- Stepper Equipment Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Stepper Equipment Inc — all reported plans
- Quality Telecom Consultants, Inc. 401(K) Plan (plan 001)
- Quality Telecom Consultants, Inc. — all reported plans
- Jad Construction, Inc. 401(K) Savings Plan (plan 001)
- Jad Construction, Inc. — all reported plans
- Sierra Nevada Photographic, Inc. 401(K) Plan (plan 001)
- Sierra Nevada Photographic, Inc. — all reported plans
- Alexander And Martin Dds 401(K) Profit Sharing Plan (plan 001)
- Robert M. Alexander Dds, Ms And Brandon D. Martin, Dds, Ms Apc — all reported plans
- Auburn Manor Holding Corporation Profit Sharing Plan (plan 002)
- Auburn Manor Holding Corporation — all reported plans
- Methodology
- Data sources