San Juan Capistrano, 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 Juan Capistrano, CA has 32 loaded benefit plan(s) reported by 24 plan sponsor(s), with $524,986,121 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 32
- Plan sponsors
- 24
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $524,986,121
- Total reported liabilities (EOY)
- $10,980,812
- Total reported net assets (EOY)
- $514,005,309
Contributions & income
- Employer contributions
- $9,298,191
- Participant contributions
- $63,917,472
- Total income / additions
- $164,618,367
Expenses & distributions
- Benefits paid / distributions
- $44,702,664
- Total expenses
- $48,242,309
- Net increase / (decrease)
- $116,376,058
Coverage
- Total reported participants
- 65,358
- Plans with financial statements
- 19
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Juan Capistrano, 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 |
|---|---|---|---|
| Ensign Services, Inc. 401(K) Retirement Savings Plan | Ensign Services, Inc. | $285,902,765 | 2023 |
| Emerald X, LLC 401(K) Plan | Emerald X, LLC | $82,977,580 | 2023 |
| Fluidmaster, Inc. Savings Plan | Fluidmaster, Inc. | $49,110,748 | 2023 |
| Cosco Fire Protection, Inc. 401(K) Savings Plan | Cosco Fire Protection, Inc. | $46,773,819 | 2023 |
| Yorke Engineering LLC 401(K) Profit Sharing Plan And Trust | Yorke Engineering, LLC | $11,907,524 | 2023 |
| Birtcher Anderson & Davis 401(K) Plan | Birtcher Anderson & Davis Associates, Inc. | $11,191,542 | 2023 |
| Camino Health Center Retirement Plan | Camino Health Center | $9,526,155 | 2023 |
| Jserra Catholic High School 401(K) Savings Plan | Jserra Catholic High School | $8,843,811 | 2023 |
| Aquatic Technologies Employee Stock Ownership Plan | Hart Brothers Construction, Inc. | $5,321,242 | 2023 |
| Aquatic Technologies, Inc. Employees 401k Plan | Hart Brothers Construction Dba Aquatic Technologies | $4,728,981 | 2023 |
| Mark K. Sayed, Dmd, Inc. Defined Benefit Pension Plan | Mark K. Sayed, Dmd, Inc. | $3,466,630 | 2023 |
| Global Financial Data Inc 401 (K) Profit Sharing Plan & Trust | Global Financial Data Inc | $2,725,509 | 2023 |
| Maurer Development Company Money Purchase Pension Plan | Maurer Development Company | $1,394,820 | 2023 |
| Maurer Development Company 401(K) Profit Sharing Plan | Maurer Development Company | $484,688 | 2023 |
| Custom Works, Inc. 401(K) Plan | Custom Works, Inc. | $260,944 | 2023 |
| Diamond Peo LLC 401(K) Profit Sharing Plan & Trust | Diamond Peo, LLC | $221,598 | 2023 |
| Canusa6 Corp. 401(K) Plan | Canusa6 Corp. | $111,274 | 2023 |
| Orange County Lighting Corp. 401(K) Profit Sharing Plan | Orange County Lighting Corp. | $36,491 | 2023 |
| St. Margaret'S Episcopal School - 125 Cafeteria Plan | St. Margarets Episcopal School | $0 | 2023 |
| Ensign Services, Inc. Comprehensive Health And Welfare Benefit Plan | Ensign Services, Inc. | not reported in the loaded dataset | 2023 |
| Emerald X, LLC Health And Welfare Plan | Emerald Expositions, LLC | not reported in the loaded dataset | 2023 |
| The Big Company Inc Dba Capo Building Specialties Health & Welfare Benefits Plan | B.I.G. Co. Inc. Dba Capo Valley Fireside | not reported in the loaded dataset | 2023 |
| Camino Health Center Wrap Benefit Plan | Camino Health Center | not reported in the loaded dataset | 2023 |
| Jserra Catholic High School Wrap Benefits Plan | Jserra Catholic High School | not reported in the loaded dataset | 2023 |
| Homedeliverylink, Inc. Wrap Plan | Homedeliverylink, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in San Juan Capistrano → · San Juan Capistrano plans by participants → · San Juan Capistrano plans with financial data → · San Juan Capistrano plans with provider compensation → · $1B+ plans in San Juan Capistrano →
Related Form 5500 pages
- All CA Form 5500 filings
- Ensign Services, Inc. 401(K) Retirement Savings Plan (plan 001)
- Ensign Services, Inc. — all reported plans
- Emerald X, LLC 401(K) Plan (plan 001)
- Emerald X, LLC — all reported plans
- Fluidmaster, Inc. Savings Plan (plan 003)
- Fluidmaster, Inc. — all reported plans
- Cosco Fire Protection, Inc. 401(K) Savings Plan (plan 001)
- Cosco Fire Protection, Inc. — all reported plans
- Yorke Engineering LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Yorke Engineering, LLC — all reported plans
- Birtcher Anderson & Davis 401(K) Plan (plan 001)
- Birtcher Anderson & Davis Associates, Inc. — all reported plans
- Camino Health Center Retirement Plan (plan 001)
- Camino Health Center — all reported plans
- Jserra Catholic High School 401(K) Savings Plan (plan 001)
- Jserra Catholic High School — all reported plans
- Aquatic Technologies Employee Stock Ownership Plan (plan 002)
- Hart Brothers Construction, Inc. — all reported plans
- Aquatic Technologies, Inc. Employees 401k Plan (plan 001)
- Mark K. Sayed, Dmd, Inc. Defined Benefit Pension Plan (plan 002)
- Mark K. Sayed, Dmd, Inc. — all reported plans
- Global Financial Data Inc 401 (K) Profit Sharing Plan & Trust (plan 001)
- Global Financial Data Inc — all reported plans
- Maurer Development Company Money Purchase Pension Plan (plan 003)
- Maurer Development Company — all reported plans
- Maurer Development Company 401(K) Profit Sharing Plan (plan 004)
- Custom Works, Inc. 401(K) Plan (plan 001)
- Custom Works, Inc. — all reported plans
- Methodology
- Data sources