Rohnert Park, 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, Rohnert Park, CA has 16 loaded benefit plan(s) reported by 11 plan sponsor(s), with $382,966,318 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
16
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$382,966,318
Total reported liabilities (EOY)
$35,850,359
Total reported net assets (EOY)
$347,115,959

Contributions & income

Employer contributions
$11,746,383
Participant contributions
$17,598,433
Total income / additions
$67,146,155

Expenses & distributions

Benefits paid / distributions
$44,539,257
Total expenses
$46,936,020
Net increase / (decrease)
$20,210,135

Coverage

Total reported participants
9,824
Plans with financial statements
9
Plans with provider compensation
5

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

Largest loaded plans in Rohnert Park, CA
PlanSponsorReported assets (EOY)Year
Pace Supply Corporation Employee Stock Ownership PlanPace Supply Corporation$217,583,7312023
Pace Supply Corp. 401(K) PlanPace Supply Corporation$81,103,7442023
Graton Resort & Casino 401(K) PlanGraton Economic Development Auth$69,201,4842023
Lemo Usa Inc 401(K) Profit Sharing PlanLemo Usa, Inc.$11,606,4512023
Cattlemens 401(K) PlanCattlemens, A California Corporation$1,952,9352023
Babala Investment PlanBabala Company Inc$884,3892023
Wine Country Window Company. Retirement PlanWine Country Window Company$633,5842023
Jsl Froyo Corp. 401(K) PlanJsl Froyo Corp.$02023
Cattlemens Profit Sharing PlanCattlemens, Inc.$02023
Graton Resort & Casino Health Insurance PlanGraton Economic Development Authoritynot reported in the loaded dataset2023
Pace Supply Corp. Welfare Benefit PlanPace Supply Corporationnot reported in the loaded dataset2023
Morton & Bassett Spices Health & Welfare Benefit PlanMorton & Bassett Spicesnot reported in the loaded dataset2023
Reyff Electric Company Inc Employee Benefits PlanReyff Company Inc.not reported in the loaded dataset2023
Redwood Oil Company Health And Welfare Benefit PlanRedwood Oil Companynot reported in the loaded dataset2023
Lemo Usa, Inc. Health And Welfare PlanLemo Usa Inc.not reported in the loaded dataset2023
Traditional Medicinals, Inc. Benefits PlanTraditional Medicinals, Incnot reported in the loaded dataset2023

Related Form 5500 pages