San Dimas, 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 Dimas, CA has 31 loaded benefit plan(s) reported by 22 plan sponsor(s), with $693,957,699 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 31
- Plan sponsors
- 22
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $693,957,699
- Total reported liabilities (EOY)
- $628,996
- Total reported net assets (EOY)
- $693,328,703
Contributions & income
- Employer contributions
- $32,242,290
- Participant contributions
- $29,595,338
- Total income / additions
- $145,204,908
Expenses & distributions
- Benefits paid / distributions
- $63,182,486
- Total expenses
- $65,468,319
- Net increase / (decrease)
- $79,736,589
Coverage
- Total reported participants
- 19,431
- Plans with financial statements
- 21
- Plans with provider compensation
- 13
Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Dimas, 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 |
|---|---|---|---|
| Golden State Water Company Pension Plan | Golden State Water Company | $220,706,723 | 2023 |
| Golden State Water Company Investment Incentive Program | Golden State Water Company | $209,677,429 | 2023 |
| Qtc Management, Inc. Retirement Savings Plan | Qtc Management, Inc. | $112,017,366 | 2023 |
| Christian Community Credit Union 401(K) Plan And Trust | Christian Community Credit Union | $34,322,024 | 2023 |
| National Hot Rod Association 401(K) Salary Savings Retirement Plan | National Hot Rod Association | $25,433,250 | 2023 |
| Wavestream Corporation 401(K) Plan | Wavestream Corporation | $20,092,071 | 2023 |
| Gswc Welfare Benefits Plan For Active And Retired Employees | Golden State Water Company | $12,845,504 | 2023 |
| Mckinley 403(B) Plan | Mckinley Children'S Center | $12,098,289 | 2023 |
| Norac Additives LLC 401(K) Retirement Plan | Norac Additives LLC | $10,089,313 | 2023 |
| Sabah A Kadhium, M.D., Inc. 401(K) Profit Sharing Plan | Sabah A Kadhium Md Inc | $8,676,094 | 2023 |
| California Kidney Specialists 401(K) Plan | California Kidney Specialists | $8,547,996 | 2023 |
| Emergency Groups' Office 401(K) Plan | Ego, Inc. Dba Brault | $8,547,539 | 2023 |
| Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan | Tushar B. Patel Dds, Inc. | $2,993,723 | 2023 |
| Loong C. Lin, D.D.S.,M.S.D.,A Professional Corp. Defined Benefit Plan | Loong C. Lin, D.D.S.,M.S.D.,A Professional Corp. | $2,624,802 | 2023 |
| West Coast Services LLC 401(K) Profit Sharing Plan & Trust | West Coast Services LLC | $2,342,441 | 2023 |
| Tushar B. Patel, D.D.S., Inc. Profit Sharing Plan | Tushar B. Patel, D.D.S., Inc. | $1,208,168 | 2023 |
| Daus Technologies Corporation Retirement Plan | Daus Technologies Corporation | $1,054,921 | 2023 |
| Alejco Holdings 401(K) Plan | Alejco Holdings | $441,829 | 2023 |
| Walton Construction, Inc. Health & Welfare Program | Walton Construction, Inc. | $193,082 | 2023 |
| Amador Investment Group Inc. Pension Transfer Trust Plan | Amador Investment Group, Inc. | $24,338 | 2023 |
| Health Professionals Staff Health And Welfare Trust Fund | Board Of Trustees, Health Professionals Staff Health | $20,797 | 2023 |
| Western Pacific Storage Solutions, Inc. Life Insurance Plan | Western Pacific Storage Solutions, Inc. | not reported in the loaded dataset | 2023 |
| Wallcraft Drywall, Inc. Health And Welfare Plan | Wallcraft Drywall, Inc. | not reported in the loaded dataset | 2023 |
| Wavestream Corporation Life And Disability Plan | Wavestream Corporation | not reported in the loaded dataset | 2023 |
| National Hot Rod Association Group Health Plan | National Hot Rod Association | not reported in the loaded dataset | 2023 |
Largest plans in San Dimas → · San Dimas plans by participants → · San Dimas plans with financial data → · San Dimas plans with provider compensation → · $1B+ plans in San Dimas →
Related Form 5500 pages
- All CA Form 5500 filings
- Golden State Water Company Pension Plan (plan 001)
- Golden State Water Company — all reported plans
- Golden State Water Company Investment Incentive Program (plan 005)
- Qtc Management, Inc. Retirement Savings Plan (plan 003)
- Qtc Management, Inc. — all reported plans
- Christian Community Credit Union 401(K) Plan And Trust (plan 004)
- Christian Community Credit Union — all reported plans
- National Hot Rod Association 401(K) Salary Savings Retirement Plan (plan 002)
- National Hot Rod Association — all reported plans
- Wavestream Corporation 401(K) Plan (plan 001)
- Wavestream Corporation — all reported plans
- Gswc Welfare Benefits Plan For Active And Retired Employees (plan 501)
- Mckinley 403(B) Plan (plan 001)
- Mckinley Children'S Center — all reported plans
- Norac Additives LLC 401(K) Retirement Plan (plan 001)
- Norac Additives LLC — all reported plans
- Sabah A Kadhium, M.D., Inc. 401(K) Profit Sharing Plan (plan 002)
- Sabah A Kadhium Md Inc — all reported plans
- California Kidney Specialists 401(K) Plan (plan 001)
- California Kidney Specialists — all reported plans
- Emergency Groups' Office 401(K) Plan (plan 001)
- Ego, Inc. Dba Brault — all reported plans
- Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan (plan 002)
- Tushar B. Patel Dds, Inc. — all reported plans
- Loong C. Lin, D.D.S.,M.S.D.,A Professional Corp. Defined Benefit Plan (plan 003)
- Loong C. Lin, D.D.S.,M.S.D.,A Professional Corp. — all reported plans
- West Coast Services LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- West Coast Services LLC — all reported plans
- Methodology
- Data sources