Plan5500

Solvang, 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, Solvang, CA has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $31,223,887 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023

What stands out in Solvang

  • 9 loaded plans hold $31.2M in reported assets across 8 sponsors.
  • The largest, Alisal Employees Retirement Savings Plan, holds 48% of reported Solvang plan assets.
  • Plans cover 1,124 participants — about 125 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 11% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$31.2MSummed across loaded plans$31,223,887
Total reported assets$31.2M$31,223,887
Total reported participants1.1K1,124
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$31.2M total assets
Net assets$31.2MLiabilities$0
Contributions & income
Employer contributions$673.5K
Participant contributions$1.5M
Total income / additions$7.3M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.6M
Net increase / (decrease)$5.6M

Data coverage

Plans with financial statements6 / 9 (67%)
Plans with provider compensation1 / 9 (11%)

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

Solvang market comparison

Largest plan share of assets48%Alisal Employees Retirement Savings Plan
Participants per plan125Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Solvang

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

  1. 1
    Alisal Employees Retirement Savings Plan$14.9M
    Alisal Properties, Inc. · 2023
  2. 2
    Nielsen Building Materials, Inc. 401(K) Profit Sharing Plan$9.9M
    Nielsen Building Materials, Inc. · 2023
  3. 3
    Sombrilla Management, LLC 401(K) Plan$5.6M
    Sombrilla Management, LLC · 2023
  4. 4
    Aarmark Beer Gardens 401(K) Plan$513K
    Aarmark Beer Gardens · 2023
  5. 5
    Crisp High Five Retirement Plan$225.5K
    Crisp High Five, Inc. · 2023
  6. 6
    R & M Diesel & Towing Service 401(K) Profit Sharing Plan & Trust$72K
    R & M Diesel & Towing Service · 2023
  7. 7
    Solvang Lutheran Home, Inc. Dba Atterdag Village Of Solvang Welfare Health Plannot reported in the loaded dataset
    Solvang Lutheran Home, Inc. · 2023
  8. 8
    Alisal Guest Ranch Group Insurance Plannot reported in the loaded dataset
    Alisal Properties · 2023
  9. 9
    Holzheus El Rancho Market Inc. Welfare Benefits Plannot reported in the loaded dataset
    Holzheus El Rancho Market Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Solvang, CA?
9 plan(s) reported by 8 sponsor(s) are loaded for Solvang, CA.

Related Form 5500 pages