Plan5500

Rolling Hills Estates, 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, Rolling Hills Estates, CA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $10,869,425 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Rolling Hills Estates

  • 4 loaded plans hold $10.9M in reported assets across 3 sponsors.
  • The largest, Nhtc 401k, holds 51% of reported Rolling Hills Estates plan assets.
  • Plans cover 370 participants — about 93 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.8MSummed across loaded plans$10,824,082
Total reported assets$10.9M$10,869,425
Total reported participants370
Total reported liabilities$45.3K$45,343

Reported net position

Reported assets = net assets + liabilities (summed)$10.9M total assets
Net assets$10.8MLiabilities$45.3K
Contributions & income
Employer contributions$264.4K
Participant contributions$630.1K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$466.2K
Total expenses$514.5K
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rolling Hills Estates, 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

Rolling Hills Estates market comparison

Largest plan share of assets51%Nhtc 401k
Participants per plan93Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Rolling Hills Estates

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

  1. 1
    Nhtc 401k$5.5M
    Natural Health Trends Corp. · 2023
  2. 2
    Rolling Hills Country Club 401(K) Plan$5.2M
    Rolling Hills Country Club · 2023
  3. 3
    Cavalier Assets Inc. 401(K) Plan$208.4K
    Cavalier Assets Inc. · 2023
  4. 4
    Rolling Hills Country Club Health And Welfare Benefit Plannot reported in the loaded dataset
    Rolling Hills Country Club · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Rolling Hills Estates, CA?
4 plan(s) reported by 3 sponsor(s) are loaded for Rolling Hills Estates, CA.

Related Form 5500 pages