Plan5500

San Gabriel, 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 Gabriel, CA has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $33,787,914 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
8
Latest filing year
2023

What stands out in San Gabriel

  • 11 loaded plans hold $33.8M in reported assets across 8 sponsors.
  • The largest, S.K. Medical Group, Inc. 401 (K) Profit Sharing Plan, holds 22% of reported San Gabriel plan assets.
  • Plans cover 1,688 participants — about 153 per plan.
  • 73% of loaded plans report full Schedule H/I financial statements.
  • 9% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.8MSummed across loaded plans$33,787,914
Total reported assets$33.8M$33,787,914
Total reported participants1.7K1,688
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$33.8M total assets
Net assets$33.8MLiabilities$0
Contributions & income
Employer contributions$997.7K
Participant contributions$679.3K
Total income / additions$5.9M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.5M
Net increase / (decrease)$4.4M

Data coverage

Plans with financial statements8 / 11 (73%)
Plans with provider compensation1 / 11 (9%)

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

San Gabriel market comparison

Largest plan share of assets22%S.K. Medical Group, Inc. 401 (K) Profit Sharing Plan
Participants per plan153Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in San Gabriel

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

  1. 1
    S.K. Medical Group, Inc. 401 (K) Profit Sharing Plan$7.3M
    S.K. Medical Group, Inc. · 2023
  2. 2
    401(K) Profit-Sharing Plan For Employees Of Information & Referral Federation Of Los Angeles County$7M
    Information Referral Federation Of Los Angeles County · 2023
  3. 3
    Norman'S Nursery 401(K) Plan$6.3M
    Norman'S Nursery, Inc. · 2023
  4. 4
    Yu Yao, M.D., A Professional Corporation 401(K) Plan$4.9M
    Yu Yao, M.D., A Professional Corporation · 2023
  5. 5
    L T Group, Inc. Profit Sharing Plan$3.1M
    L T Group, Inc. · 2023
  6. 6
    Zhenghong Yuan Md Inc. Defined Benefit Pension Plan$2.7M
    Zhenghong Yuan Md Inc. · 2023
  7. 7
    Yu Yao, M.D., A Professional Corporation Defined Benefit Pension Plan$2.4M
    Yu Yao, M.D., A Professional Corporation · 2023
  8. 8
    Pacific Apex Realty Corp 401(K) Profit Sharing Plan & Trust$103.1K
    Pacific Apex Realty Corp · 2023
  9. 9
    Norman'S Nursery Employee Benefits Plannot reported in the loaded dataset
    Norman'S Nursery, Inc. · 2023
  10. 10
    Information & Referral Federation Of Los Angeles Dba 211 La County Wrap Benefit Plannot reported in the loaded dataset
    Information & Referral Federation Of Los Angeles Dba 211 La County · 2023
  11. 11
    New Century Auto Group Welfare Benefits Plannot reported in the loaded dataset
    New Century Auto Group · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for San Gabriel, CA?
11 plan(s) reported by 8 sponsor(s) are loaded for San Gabriel, CA.

Related Form 5500 pages