San Marcos, 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 Marcos, CA has 52 loaded benefit plan(s) reported by 44 plan sponsor(s), with $369,468,456 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 52
- Plan sponsors
- 44
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $369,468,456
- Total reported liabilities (EOY)
- $95
- Total reported net assets (EOY)
- $369,531,260
Contributions & income
- Employer contributions
- $8,898,780
- Participant contributions
- $19,679,767
- Total income / additions
- $85,956,456
Expenses & distributions
- Benefits paid / distributions
- $41,255,119
- Total expenses
- $42,456,883
- Net increase / (decrease)
- $43,499,573
Coverage
- Total reported participants
- 18,632
- Plans with financial statements
- 35
- Plans with provider compensation
- 13
Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Marcos, 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 |
|---|---|---|---|
| The Hunter Savings Investment Plan | Hunter Industries Incorporated | $195,289,574 | 2023 |
| Fluid Components International, LLC 401k Profit Sharing Plan | Fluid Components International, LLC | $40,322,369 | 2023 |
| Lusardi 401(K) Plan | Lusardi Construction Co. | $39,024,954 | 2023 |
| Employers Resource 401(K) Plan | Employers Resource | $15,977,422 | 2023 |
| The Pts, Icx, Kil 401(K) Plan | Paramount And Interconex, Inc. | $12,358,670 | 2023 |
| Nest Egg 401(K) Retirement Savings Plan | M Bar C Construction, Inc. | $10,636,539 | 2023 |
| Hughes Circuits 401(K) Plan | Hughes Circuits | $10,467,043 | 2023 |
| Family 401(K) Plan | Diamond Environmental Services, Lp | $9,448,812 | 2023 |
| Stone Distributing Company 401(K) Plan | Stone Distributing Company | $9,194,073 | 2023 |
| Hollandia Dairy, Inc. Merit And 401(K) Plan | Hollandia Dairy, Inc. | $7,901,272 | 2023 |
| Resilience360 Inc. Retirement Savings Plan | Resilience360 Inc. | $5,497,920 | 2023 |
| Prime Electrical 401(K) Profit Sharing Plan | Prime Electrical Services, Inc. | $2,855,880 | 2023 |
| Tamura Corporation Of America 401(K) Profit Sharing Plan | Tamura Corporation Of America 401(K) Profit Sharing Plan | $1,863,426 | 2023 |
| Hydra-Com Hydraulics, Inc. 401(K) Plan | Hydra-Com Hydraulics, Inc. | $1,739,174 | 2023 |
| Lavande Spa Retirement Plan | Lavande Spa | $1,562,850 | 2023 |
| Carpenter'S Son, Inc. Profit Sharing Plan | Carpenter'S Son, Inc. | $1,016,060 | 2023 |
| Offshore Controls Group Inc 401(K) Profit Sharing Plan & Trust | Offshore Controls Group Inc | $624,533 | 2023 |
| Prima Bera Inc. Retirement Plan | Prima Bera Inc. | $607,971 | 2023 |
| No Ka Oi Living Inc 401(K) Plan | No Ka Oi Living Inc | $526,791 | 2023 |
| Globetrotters Inc. 401(K) Plan | Globetrotters Inc. | $453,495 | 2023 |
| Baby Dream LLC Defined Benefit Pension Plan | Baby Dream LLC | $324,360 | 2023 |
| Client Rise Inc. Retirement Plan | Client Rise Inc. | $308,000 | 2023 |
| True Impact Sign Solutions, Inc. Retirement Plan | True Impact Sign Solutions, Inc. | $291,786 | 2023 |
| Norand Corporation 401(K) Plan | Norand Corporation | $233,100 | 2023 |
| Mox-Ish Inc. 401(K) Plan | Mox-Ish Inc. | $205,798 | 2023 |
Largest plans in San Marcos → · San Marcos plans by participants → · San Marcos plans with financial data → · San Marcos plans with provider compensation → · $1B+ plans in San Marcos →
Related Form 5500 pages
- All CA Form 5500 filings
- The Hunter Savings Investment Plan (plan 001)
- Hunter Industries Incorporated — all reported plans
- Fluid Components International, LLC 401k Profit Sharing Plan (plan 002)
- Fluid Components International, LLC — all reported plans
- Lusardi 401(K) Plan (plan 006)
- Lusardi Construction Co. — all reported plans
- Employers Resource 401(K) Plan (plan 002)
- Employers Resource — all reported plans
- The Pts, Icx, Kil 401(K) Plan (plan 002)
- Paramount And Interconex, Inc. — all reported plans
- Nest Egg 401(K) Retirement Savings Plan (plan 002)
- M Bar C Construction, Inc. — all reported plans
- Hughes Circuits 401(K) Plan (plan 001)
- Hughes Circuits — all reported plans
- Family 401(K) Plan (plan 001)
- Diamond Environmental Services, Lp — all reported plans
- Stone Distributing Company 401(K) Plan (plan 001)
- Stone Distributing Company — all reported plans
- Hollandia Dairy, Inc. Merit And 401(K) Plan (plan 001)
- Hollandia Dairy, Inc. — all reported plans
- Resilience360 Inc. Retirement Savings Plan (plan 001)
- Resilience360 Inc. — all reported plans
- Prime Electrical 401(K) Profit Sharing Plan (plan 001)
- Prime Electrical Services, Inc. — all reported plans
- Tamura Corporation Of America 401(K) Profit Sharing Plan (plan 002)
- Tamura Corporation Of America 401(K) Profit Sharing Plan — all reported plans
- Hydra-Com Hydraulics, Inc. 401(K) Plan (plan 001)
- Hydra-Com Hydraulics, Inc. — all reported plans
- Lavande Spa Retirement Plan (plan 001)
- Lavande Spa — all reported plans
- Methodology
- Data sources