Plan5500

San Pedro, 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 Pedro, CA has 11 loaded benefit plan(s) reported by 10 plan sponsor(s), with $44,995,927 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
10
Latest filing year
2023

What stands out in San Pedro

  • 11 loaded plans hold $45M in reported assets across 10 sponsors.
  • The largest, Catalina Channel Express, Inc. 401(K) Plan And Trust, holds 59% of reported San Pedro plan assets.
  • Plans cover 990 participants — about 90 per plan.
  • 91% of loaded plans report full Schedule H/I financial statements.
  • 27% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$45.6MSummed across loaded plans$45,642,602
Total reported assets$45M$44,995,927
Total reported participants990
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$45M total assets
Net assets$45.6MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$1.7M
Total income / additions$9.2M
Expenses & distributions
Benefits paid / distributions$4.1M
Total expenses$4.4M
Net increase / (decrease)$4.8M

Data coverage

Plans with financial statements10 / 11 (91%)
Plans with provider compensation3 / 11 (27%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Pedro, 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 Pedro market comparison

Largest plan share of assets59%Catalina Channel Express, Inc. 401(K) Plan And Trust
Participants per plan90Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in San Pedro

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

  1. 1
    Catalina Channel Express, Inc. 401(K) Plan And Trust$26.7M
    Catalina Channel Express, Inc. · 2023
  2. 2
    Rolling Hills Preparatory School Defined Contribution Retirement Plan$10.1M
    Rolling Hills Preparatory School · 2023
  3. 3
    Star Fisheries, Inc. Profit Sharing Plan$5.6M
    Star Fisheries, Inc. · 2023
  4. 4
    San Pedro Fish Markets 401(K) Profit Sharing Plan & Trust$866.7K
    San Pedro Fish Markets · 2023
  5. 5
    Victoria A. Shook, D.D.S., A Professional Corporation$608.1K
    Victoria A. Shook, D.D.S., A Professional Corporation · 2023
  6. 6
    Nwv Enterprises Inc. Retirement Plan$517K
    Nwv Enterprises Inc. · 2023
  7. 7
    Summer Swell Company 401(K) Plan$297K
    Summer Swell Company · 2023
  8. 8
    Glowing Minds Corp. 401(K) Plan$178.9K
    Glowing Minds Corp. · 2023
  9. 9
    Fortress Retirement Plan$173.9K
    Fortress Services, Inc. · 2023
  10. 10
    Ams Advisors, Inc. Retirement Plan$0
    Ams Advisors, Inc. · 2023
  11. 11
    Catalina Express Health Care Plannot reported in the loaded dataset
    Catalina Express · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for San Pedro, CA?
11 plan(s) reported by 10 sponsor(s) are loaded for San Pedro, CA.

Related Form 5500 pages