Plan5500

Sante Fe Springs, 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, Sante Fe Springs, CA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $39,929,002 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Sante Fe Springs

  • 3 loaded plans hold $39.9M in reported assets across 3 sponsors.
  • The largest, Maxon Industries 401(K) Plan, holds 75% of reported Sante Fe Springs plan assets.
  • Plans cover 720 participants — about 240 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 67% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$39.9MSummed across loaded plans$39,929,002
Total reported assets$39.9M$39,929,002
Total reported participants720
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$39.9M total assets
Net assets$39.9MLiabilities$0
Contributions & income
Employer contributions$124.2K
Participant contributions$2.8M
Total income / additions$9.1M
Expenses & distributions
Benefits paid / distributions$3.5M
Total expenses$3.7M
Net increase / (decrease)$5.4M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sante Fe Springs, 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

Sante Fe Springs market comparison

Largest plan share of assets75%Maxon Industries 401(K) Plan
Participants per plan240Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Sante Fe Springs

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

  1. 1
    Maxon Industries 401(K) Plan$29.8M
    Maxon Industries, Inc. · 2023
  2. 2
    The Orden Company, LLC 401(K) Plan$7.8M
    The Orden Company, LLC · 2023
  3. 3
    Mother'S Nutritional Center 401(K) Plan$2.4M
    Mothers Nutritional Center Inc. · 2023

Largest plans in Sante Fe Springs → · Sante Fe Springs plans by participants → · Sante Fe Springs plans with financial data → · Sante Fe Springs plans with provider compensation → · $1B+ plans in Sante Fe Springs →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sante Fe Springs, CA?
3 plan(s) reported by 3 sponsor(s) are loaded for Sante Fe Springs, CA.

Related Form 5500 pages