Shafter, 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, Shafter, CA has 11 loaded benefit plan(s) reported by 7 plan sponsor(s), with $35,183,529 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
7
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$35MSummed across loaded plans$35,015,843
Total reported assets$35.2M$35,183,529
Total reported participants2.5K2,535
Total reported liabilities$167.7K$167,686

Reported net position

Reported assets = net assets + liabilities (summed)$35.2M total assets
Net assets$35MLiabilities$167.7K
Contributions & income
Employer contributions$3.2M
Participant contributions$2.7M
Total income / additions$9.1M
Expenses & distributions
Benefits paid / distributions$5.2M
Total expenses$6.5M
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements5 / 11 (45%)
Plans with provider compensation4 / 11 (36%)

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

Shafter market comparison

Largest plan share of assets58%Bps Supply Group 401(K) Profit Sharing Plan
Participants per plan230Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Shafter

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

  1. 1
    Bps Supply Group · 2023
  2. 2
    The Garlic Company · 2023
  3. 3
    Jti Electrical & Instrumentation, LLC · 2023
  4. 4
    Rachel E. Friesen · 2023
  5. 5
    Bps Supply Group · 2023
  6. 6
    Cal Central Harvesting Employee Benefit Plannot reported in the loaded dataset
    Cal Central Harvesting, Inc. · 2023
  7. 7
    Agro Labor Services, Inc. Employee Benefit Plannot reported in the loaded dataset
    Agro Labor Services, Inc. · 2023
  8. 8
    Jti Electrical & Instrumentation, LLC · 2023
  9. 9
    The Garlic Co., Inc Employee Benefits Plannot reported in the loaded dataset
    The Garlic Co., Inc · 2023
  10. 10
    J. D. Rush Company, Inc. Benefits Plannot reported in the loaded dataset
    J.D. Rush Company, Inc. · 2023
  11. 11
    Bps Supply Group Health & Welfare Plannot reported in the loaded dataset
    Bps Supply Group · 2023

Related Form 5500 pages