Plan5500

Rossmoor, 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, Rossmoor, CA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $713,459 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Rossmoor

  • 2 loaded plans hold $713.5K in reported assets across 2 sponsors.
  • The largest, Deak Corp 401(K) Plan, holds 66% of reported Rossmoor plan assets.
  • Plans cover 73 participants — about 37 per plan.
  • 100% 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$713.5KSummed across loaded plans$713,459
Total reported assets$713.5K$713,459
Total reported participants73
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$713.5K total assets
Net assets$713.5KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$36.2K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$36.2K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Rossmoor market comparison

Largest plan share of assets66%Deak Corp 401(K) Plan
Participants per plan37Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Rossmoor

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

  1. 1
    Deak Corp 401(K) Plan$469.7K
    Deak Corp. · 2023
  2. 2
    Metcalfe Security, Inc. Profit Sharing Plan$243.8K
    Metcalfe Securtiy, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages