San Bernardino, 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, San Bernardino, CA has 33 loaded benefit plan(s) reported by 25 plan sponsor(s), with $751,865,541 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 33
- Plan sponsors
- 25
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $751,865,541
- Total reported liabilities (EOY)
- $4,816,570
- Total reported net assets (EOY)
- $747,048,971
Contributions & income
- Employer contributions
- $31,410,464
- Participant contributions
- $38,839,189
- Total income / additions
- $189,222,986
Expenses & distributions
- Benefits paid / distributions
- $58,421,920
- Total expenses
- $59,550,484
- Net increase / (decrease)
- $129,672,502
Coverage
- Total reported participants
- 36,413
- Plans with financial statements
- 23
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Bernardino, 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 |
|---|---|---|---|
| San Manuel Band Of Mission Indians 401(K) Plan | San Manuel Band Of Mission Indians | $336,131,401 | 2023 |
| Pension Plan For Salaried Employees Of Stater Bros. Markets | Stater Bros. Markets | $178,720,481 | 2023 |
| 401(K) Plan For Salaried Employees Of Stater Bros. | Stater Bros. Markets | $99,660,181 | 2023 |
| Profit Sharing Plan For Employees Of Stater Bros. Markets | Stater Bros. Markets | $28,013,177 | 2023 |
| Sachs Retirement Savings Plan | Sac Health System | $20,662,314 | 2023 |
| Lifestream 403(B) Plan | Blood Bank Of San Bernardino And Riverside Counties Dba Lifestream | $20,481,596 | 2023 |
| Tree Island Wire (Usa), Inc. 401(K) Plan | Tree Island Wire (Usa), Inc. | $14,268,774 | 2023 |
| Loma Linda Animal Hospital, Inc. Profit Sharing Plan | Loma Linda Animal Hospital | $10,742,470 | 2023 |
| Toyota Of San Bernardino Profit Sharing 401(K) Plan | Imperial Imports Inc. Dba Toyota | $8,296,043 | 2023 |
| Harber Companies, Inc. Employee Stock Ownership Plan | Harber Companies, Inc. | $7,927,761 | 2023 |
| Allcare Medical Management, Inc. Retirement Plan | Allcare Medical Management, Inc. (Formerly Hospitality Dental). | $7,201,060 | 2023 |
| Community Hospital Of San Bernardino Tax Sheltered Annuity Plan | Community Hospital Of San Bernardino | $5,066,168 | 2023 |
| Summit Career College 401(K) Profit Sharing Plan | Summit Career College, Inc. | $4,040,246 | 2023 |
| Desert Empire Transfer & Storage Inc. Profit Sharing Plan | Desert Empire Transfer & Storage Inc. | $2,864,050 | 2023 |
| Chiro, Inc. Employee Stock Ownership Plan | Chiro, Inc. | $2,392,551 | 2023 |
| Tom Dodson & Associates 401k Profit Sharing Plan And Trust | Tom Dodson & Associates | $1,635,649 | 2023 |
| S&E Gourmet Cuts, Inc. Dba Country Archer 401(K) Plan | S&E Gourmet Cuts, Inc. | $1,493,646 | 2023 |
| Anita'S Mexican Food 401(K) Plan | Anita'S Mexican Foods Corp. | $1,477,137 | 2023 |
| Institute For Behavioral Healt 401(K) Profit Sharing Plan & Trust | Institute For Behaviorial Heal | $472,424 | 2023 |
| Impeccable Endeavors Retirement Plan | Impeccable Endeavors | $148,790 | 2023 |
| Jelt Inc. 401(K) Plan | Jelt Inc. | $91,243 | 2023 |
| Saber Fitness/Planet Fitness-401 K Plan | Saber Fitness San Bernardino LLC | $78,379 | 2023 |
| W.I.F Corp 401(K) Plan | W.I.F Corp | $0 | 2023 |
| Veronica'S Auto Insurance Welfare Benefit Plan | Veronica'S Auto Insurance | not reported in the loaded dataset | 2023 |
| World Class Distribution, Inc. Benefits Plan | World Class Distribution, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in San Bernardino → · San Bernardino plans by participants → · San Bernardino plans with financial data → · San Bernardino plans with provider compensation → · $1B+ plans in San Bernardino →
Related Form 5500 pages
- All CA Form 5500 filings
- San Manuel Band Of Mission Indians 401(K) Plan (plan 001)
- San Manuel Band Of Mission Indians — all reported plans
- Pension Plan For Salaried Employees Of Stater Bros. Markets (plan 004)
- Stater Bros. Markets — all reported plans
- 401(K) Plan For Salaried Employees Of Stater Bros. (plan 005)
- Profit Sharing Plan For Employees Of Stater Bros. Markets (plan 003)
- Sachs Retirement Savings Plan (plan 001)
- Sac Health System — all reported plans
- Lifestream 403(B) Plan (plan 003)
- Blood Bank Of San Bernardino And Riverside Counties Dba Lifestream — all reported plans
- Tree Island Wire (Usa), Inc. 401(K) Plan (plan 003)
- Tree Island Wire (Usa), Inc. — all reported plans
- Loma Linda Animal Hospital, Inc. Profit Sharing Plan (plan 001)
- Loma Linda Animal Hospital — all reported plans
- Toyota Of San Bernardino Profit Sharing 401(K) Plan (plan 001)
- Imperial Imports Inc. Dba Toyota — all reported plans
- Harber Companies, Inc. Employee Stock Ownership Plan (plan 002)
- Harber Companies, Inc. — all reported plans
- Allcare Medical Management, Inc. Retirement Plan (plan 001)
- Allcare Medical Management, Inc. (Formerly Hospitality Dental). — all reported plans
- Community Hospital Of San Bernardino Tax Sheltered Annuity Plan (plan 001)
- Community Hospital Of San Bernardino — all reported plans
- Summit Career College 401(K) Profit Sharing Plan (plan 001)
- Summit Career College, Inc. — all reported plans
- Desert Empire Transfer & Storage Inc. Profit Sharing Plan (plan 002)
- Desert Empire Transfer & Storage Inc. — all reported plans
- Chiro, Inc. Employee Stock Ownership Plan (plan 002)
- Chiro, Inc. — all reported plans
- Methodology
- Data sources